Steve Shueh

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange.

Founded by Howard Alter in 1992, Alter Asset Management, Inc. is a registered investment adviser located in Princeton, New Jersey

Roundview Capital LLC (Roundview) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Howard Alter and Stephen “Steve” Shueh in 1992. Roundview provides financial advice and portfolio management to individuals and their family members, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or business entities.

United Way of Greater Mercer County provides leadership services and related programs. It offers neutral table around which groups can partner and collaborate to produce results in local human care issues in the Mercer County area. The company was founded in 1994 and is headquartered in Lawrenceville, NJ.

The Bank of Princeton engages in the provision of personal, business lending, and deposit services. It offers traditional retail banking solutions, one-to four-family residential mortgage loans, multi-family and commercial mortgage loans, construction loans, commercial business loans, and consumer loans including home equity loans and lines of credit. The company was founded by Stephen Distler and Ross Wishnick on March 5, 2007 and is headquartered in Princeton, NJ.

Princeton Family YMCA is a not-for-profit community organization that operates for charitable purposes. The non-profit company is based in Princeton, NJ. Princeton Family YMCA was acquired by Greater Somerset County YMCA on March 01, 2022.

Montgomery Basketball Association operates as a basketball association that provides a wholesome atmosphere for instructive recreational and travel basketball. The private company is based in Skillman.

Montgomery Township Education Foundation provides support for strategic programs aimed at improving the education of public school children. The private company is based in Skillman.