Karen L. Bashore

Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers.

PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.

Emerald Research Corp. is an independent registered investment advisor and mutual fund manager headquartered in Colts Neck, New Jersey. It was founded by Peter J. Lencki in 1996. The firm provides investment advisory services to the NorthQuest Capital Fund, a no-load mutual fund. NorthQuest Capital Fund is the only client of the firm. They do not offer investment advisory services to individuals.

AccessLex Institute provides student loans and financial aid services. It specializes in providing graduate and professional student loans. The firm provides federally guaranteed loans and private loans for students financing their law, business, medical, dental, health and other graduate degrees. It also creates custom loan options and university-wide programs for schools to meet the needs of their students. The company was founded in 1983 and is headquartered in West Chester, PA.

Advent Capital Management LLC (Advent) is a privately-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded by Tracy V. Maitland in 1995 as a division of Utendahl Capital Management LP and became independent in 2001. They manage assets across several traditional and alternative strategies on behalf of both institutional investors and private clients. Advent is a signatory to the UN Principles for Responsible Investment (UNPRI) and supporter of the Task Force on Climate-Related Financial Disclosures (TCFD).

Evolution Capital Strategies LLC (ECS) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Telluride, Colorado. Founded in 2004, ECS offers portfolio management services to individuals, high-net worth individuals, and trusts.

G-Sky Capital LLC provides investment banking and advisory services. The company was founded by John M. Keane and Gregory N. Elinsky on January 18, 2005 and is headquartered in West Chester, PA.

Birch Run Investments LLC provides investment advice. The private company is based in Marshfield, MA.

The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA.

The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments.