Evan Boyarsky

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Hunt Valley Wealth (HVW) is an independent investment management firm headquartered in Hunt Valley, Maryland. The firm was founded by Patrick Horan in 1995 as Horan & Associates Financial Advisors Ltd. and subsequently became Horan Capital Management LLC in 2005. They changed their name into Hunt Valley Wealth in 2022. HVW provides wealth management solutions to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

Baltimore-Washington Financial Advisors, Inc. (BWFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Columbia, Maryland. Founded in 1986, BWFA manages investments primarily for individuals, families, trusts, estates, foundations, and religious, charitable, and other non-profit organizations.

Verdence Capital Advisors LLC (Verdence) is an independent, SEC-registered investment advisor and multi-family office headquartered in Hunt Valley, Maryland. The firm was founded by Leo J. Kelly III in 2017. Verdence provides personalized service focused on in-depth financial planning and advice serving family office, business owners and entrepreneurs, M&A strategic transactions, executives, and elite athletes and entertainers.

Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China.

Acruence Capital LLC is an independent, SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Robert “Rob” Emrich in 2018. Acruence Capital provides investment advisory services to third-party investment advisers, exchange-traded funds, and high net worth individuals.

Lake Point Wealth Management LLC (Lake Point) is an investment management firm headquartered in Rockwall, Texas. The firm was founded by H. Reid Johnson III in 2014. In 2021, they were acquired by Mercer Global Advisors, Inc., a subsidiary of Mercer Advisors, Inc. Lake Point manages the investment portfolios of individuals, high-net-worth individuals, corporations, nonprofits, and retirement plans.

Castleview Partners LLC is a registered investment advisor and wealth manager headquartered in Dallas, Texas. The firm was founded by Douglas Gill in 2015 and is majority owned by Gill Capital Management, Inc. Castleview Partners manages the investment portfolios of individuals, high-net worth individuals, corporations, non-profits, and retirement plans.

Prospect Capital Management LLC(Prospect Capital) is a private equity firm founded in 1988. The firm is headquartered in New York.

Aduro Advisors LLC is a fund administration firm that provides comprehensive fund accounting services to venture capital and private equity firms. The company is based in Denver, CO and has subsidiaries in the United States. The company uses its proprietary technology, FundPanel.io, and a team of industry veterans to deliver customized solutions to its clients. Aduro Advisors has been supporting the success of over 450 venture firms since 2012. The company was founded in 2012 by Braughm Ricke, who has been the CEO since then.

Monster Energy Co. manufactures and sells energy drinks. Its products include Monster Rehab, Java Monster, Monster Ultra, and Muscle Monster. The company is headquartered in Corona, CA.

Snack It Forward LLC manufactures snack food products. It offers freeze dried fruit chips. The company was founded by Nick Desai in 2011 and is headquartered in Los Angeles, CA.

Alpha Sigma Capital (Alpha Sigma Capital) is a private equity firm founded in 2019. The firm is headquartered in El Segundo, California.

RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL.

Knollwood Investment Advisory LLC (Knollwood) is a venture capital firm founded in 1990. The firm is headquartered in Baltimore, Maryland.

Part of The Charles Schwab Corp., JB Oxford & Co. is a company that provides discount brokerage services. The company is based in Beverly Hills, CA. JB Oxford was acquired by Ameritrade Holding Corp. from Cambridge Capital Holdings, Inc. on June 07, 2004.

Wyandot Inc. manufactures and supplies snack foods. It makes potato chips and similar salty snacks for private-label brands, as well for the retail food and foodservice industries. The company also provides contract manufacturing services. The company was founded by Hoover and Ava Brown in 1936 and is headquartered in Marion, OH.

Pitney Bowes Presort Services, Inc. provides sorting and mail distribution services to businesses. The company was founded on Jun14 1996 and is headquartered in Omaha, NE.

State Street Corp. (Fund Distributor) is a fund distributor located in Boston. The firm is a subsidiary of State Street Corp. ((NYSE: STT)