Stephanie J. Rossi

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses.

Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients.

Quentra Networks, Inc. sells wholesale long distance services primarily to entrepreneurial carriers and it markets retail international long distance services primarily to affinity groups. The company was founded in 1961 and is headquartered in Los Angeles, CA.

L.M. Kohn & Co. (LMK) is an independent, family-owned, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Larry M. Kohn in 1990. LMK provides personal financial planning and investment management to individuals, families and their related entities, trusts, estates, not-for-profit organizations and family businesses.

AFG UPL II LLC provides investment services to Utility Pipeline Ltd. The company was founded in February 2007 and is located in Pittsburgh, PA

Gigapan Systems LLC manufactures and sells photographic equipment. The private company is based in Portland, OR.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Clark-Reliance Corp. manufactures level measurement and control products. I offers instrumentation and controls, filtration equipment, and military shipboard equipment. The company was founded by 1884 and is headquartered in Strongsville, OH.

Chromalox, Inc. manufactures industrial heating equipment. It operates through the following segments; Heat Trace Segment; Industrial Heaters and Systems Segment; and Component Technologies Segment. Its products include heat trace cables, heat trace controls, connection kits, industrial heaters and systems, and component technologies. The company was founded by Edwin L. Wiegand in 1917 and is headquartered in Pittsburgh, PA.

Aronson Foundation, Inc. is a non-profit organization, which engages in providing contributions to other charities. The organization was founded in 2004 and is headquartered in Rockville.

Aronson LLC provides assurance, tax, and consulting solutions. It offers audit and assurance services, employee benefit plan services, executive search services, financial advisory services, government contract compliance services, government contract consulting, outsourced accounting solutions, personal financial services, software sales and consulting, tax services, technology risk, wealth management advisory services. The firm also provides other business services, including investment banking, recruiting, wealth management advisory and systems support. The company was founded in 1962 and is headquartered in Rockville, MD.

Penn United Technologies, Inc. provides manufacturing solutions for customers needing precision components or precision-assembled products. The firm manufacturing services allow customers to simplify their supply chain logistics by using Penn United's one-stop shop manufacturing services. Its business units include Carbide, Parker Majestic, American Carbide Tooling and Learning Institute for the Growth of High Technology. The company was founded in 1971 and is headquartered in Cabot, PA.

Bacharach, Inc. engages in the design, manufacture and service of equipment for the measurement and detection of gases and liquids. It offers combustion and emissions analyzers, refrigerant monitors, leak detectors, and gas selector. The company was founded in 1909 and is headquartered in New Kensington, PA.

BlueTree Allied Angels LLC (BlueTree Allied Angels) is a venture capital firm founded in 2003 by Catherine V. Mott and Tom Jones. The firm is headquartered in Wexford, Pennsylvania.

Radial Equity Partners LLC (Radial Equity Partners) is a private equity firm founded in 2018 by Phil Carpenter. The firm is headquartered in New York.

Cincinnati Museum Center operates children''s museum. It offers at Union Terminal include the Cincinnati History Museum, the Cincinnati History Library and Archives, the Duke Energy Children''s Museum, the Museum of Natural History and Science and the Robert D. Lindner Family OMNIMAX Theater. The company is headquartered in Cincinnati, OH.

Invensys LLC provides strategic staffing and managed services for the information technology. Its services include IT Consulting, Outsourcing, project management and system architechture. The company is headquartered in Wixom, MI.

Apercen Investments Management LLC (Apercen Investments Management) is a venture capital subsidiary Apercen Partners LLC founded in 2008. The firm is headquartered in Palo Alto, California.

Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses.

Ferguson Asset Management, Inc. provides investment advice. The private company is based in Potomac, MD.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

AFG Visterra LLC operates as an early stage company. The company is headquartered in Pittsburgh, PA.

CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families.