Sam McFall

DePrince, Race & Zollo, Inc. (DRZ) is an independent, SEC-registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 1995 by Gregory DePrince, John Race and Victor Zollo. DRZ provides customized investment management services to institutional clients such as trusts, charitable organizations, investment companies, pension and profit-sharing plans, corporations or business entities, endowments, foundations, and private funds.

The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries.

Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations.

SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts.

Interactive Financial Advisors, Inc. (IFA) is a SEC-registered investment advisor headquartered in New Lenox, Illinois. The firm was founded by Richard L. Peterbok in 2003 and is a subsidiary of Organizamerica. IFA offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations.

Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities.

Watt Fuel Cell Corp. engages in the development and manufacture of Solid Oxide Fuel Cell (?SOFC?) stacks and systems. It offers a ceramic based micro-tubular SOFC (Solid Oxide Fuel Cell) that operates at high temperatures enabling operations on commercial fuels. The company was founded by Caine Finnerty, Paul DeWald, Wenhua Huang and Sarah DeWald in 2010 and is headquartered in Mount Pleasant, PA.

CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities.

Albert Einstein Healthcare Network operates general hospitals. Its Belmont Behavioral Health facilities provide treatment for bariatric surgery, cancer, heart and vascular, obstetrics and gynecology, organ transplantation and orthopedics. The company is headquartered in Philadelphia, PA.

Part of Lehman Brothers Holdings, Inc., Milestone Capital Management is a company that provides investment advisory services. The company is based in Yonkers, NY. The company was founded by Jeffrey R. Hanson.

Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers.

Hirtle, Callaghan & Co. LLC (HCC) is a SEC-registered investment advisor and holding firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Jonathan Hirtle and Donald Callaghan in 1988. HCC provides investment advisory services to individuals, trusts, pension plans, endowments, foundations, and other similar institutions. They also provide services to the private funds and HC Capital Trust.

Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients.

Flint Hill School operates as an independent, coeducational, college-preparatory day school for grades TK-12. The company was founded by Don Niklason in 1956 and is headquartered in Oakton, VA.

Rice Energy LP produces oil and gas exploration services. The company was founded by Daniel J. Rice III in 2005 and is headquartered in Canonsburg, PA.

Rice Drilling B LLC is a business company with interests in natural gas and oil companies. The firm acquires, explores, and develops natural gas and oil properties in the Appalachian Basin. It offers services through its subsidiaries Rice Drilling C LLC, Rice Drilling D LLC, RDB Real Estate Holdings LLC, and Blue Tiger Oilfield Services LLC. The company was founded on February 14, 2008 and is headquartered in Canonsburg, PA.

Dunwoody Village, Inc. is a non-profit organization, which engages in the provision of care retirement in the community. Its healthcare services include residential healthcare, services for non-residents, and wellness. Its Dunwood Homecare offers memory care, personal care, skilled nursing, and rehabilitation. The company was founded on 1974 and is headquartered in Newtown Square, PA.

Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients.

Wescott Financial Advisory Group LLC (Wescott) is a registered investment advisory and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded by Grant Rawdin in 1987 and is a subsidiary of Wescott Holding Co. LLC, which is owned by Duane Morris LLP. Wescott provides wealth and investment management services to high-net-worth individuals, families, trusts, foundations, pension plans, pooled investment vehicles, corporations and other businesses and institutions.

Rice Investment Group (Rice Investment Group) is a private equity firm founded in 2018 by Daniel Joseph Rice. The firm is headquartered in Carnegie, Pennsylvania.

Cold Bore Technology, Inc. provides data acquisition services The firm specializes in digital downhole acoustic monitoring, the digitization of the surface frac spread, and digital adjacent well monitoring. It provide a digital twin visible on handheld devices on location and real-time access to frac data back at your head quarters. The company was founded by Brett Chell and is headquartered in Calgary, Canada.

Stellifi Venture Capital LLC (Stellifi Venture Capital) is a venture capital firm founded in 2021 by Matt McDonnell. The firm is headquartered in Austin, Texas.

Old Three Hundred Capital LLC (OTH Capital) is a real estate and venture investment firm. The firm is founded by William Gottfried, Paolo Boero and Nicholas Yarnall in 2014. The firm is headquartered in Austin, Texas.

Qualus Power Services Corp. provides electric power engineering and field services through its wholly-owned subsidiaries, CE Power and Power Grid Engineering. The company is headquartered in Cincinnati, OH.