Steven Albert Tazza

Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940.

Mitchell Sinkler & Starr, Inc. (MS&S) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded by Mike Mitchell, David Sinkler, and Tat Starr as a partnership in 1969 under the name Mitchell & Sinkler, and later incorporated under that name in 1972. Their name was changed to Mitchell Sinkler & Starr in 1980. MS&S provides investment services to individuals and families, estates, trusts, foundations and non-profit organizations.

Part of Nasdaq, Inc., Brut LLC is a company that operates an electric communications network for the trading of Nasdaq and exchange-listed securities. The company is based in New York, NY. Brut was acquired by The NASDAQ Stock Market, Inc. from FIS Capital Markets US LLC (Pennsylvania) on September 07, 2004 for $190 million.

Ice Energy Holdings, Inc. provides distributed energy storage and smart grid solutions. It manufactures and markets energy storage solutions, and cooling and refrigeration products for the residential and commercial markets. The firm offers solutions for architects, building energy consultants, builders and developers, utility customers, energy and facilities managers, mechanical contractors, and utilities. The company was founded by Frank R. Ramairez, Brian Parsonnet and Gregory W. Tropsa in 2003 and is headquartered in Santa Barbara, CA.

Direct Edge Holdings LLC operates an electronic communication network for trading financial products. It trades all listed U.S. equities with a market share in the, the company regularly trades shares, fluctuating with the overall market volume. It operates two separate platforms, EDGA Exchange and EDGX Exchange. The EDGA Exchange is a low cost exchange with a taker and maker pricing model. The EDGX Exchange is an exchange with maker and taker pricing model offering high rebates for liquidity providers. The company was founded in 1998 and is headquartered in Jersey City, NJ.

Sprague Operating Resources LLC generates and distributes oil and natural gas. Its products include diesel, gasoline, home heating oil, and residual fuels. The firm also offers differentiated products and services including value-added customer support and online tools. The company was founded by Charles Hill Sprague in 1870 and is headquartered in Portsmouth, NH.

Orrick, Herrington & Sutcliffe LLP engages in the provision of legal services. Its practices include: antitrust and competition; banking and finance; capital markets; copyright, trademark and false advertising; cyber, privacy and data innovation; employment law and litigation; energy; financial services litigation; global compliance and regulatory, infrastructure; intellectual property; patents; public finance; real estate; securities litigation; supreme court and appellate; tax advocacy; technology transactions; trials; and white collar, investigations, securities litigation and compliance. The company was founded by John R. Garboe in 1863 and is headquartered in San Francisco, CA.

Sullivan & Cromwell LLP provides legal services. It specializes in the areas of corporate law, securities, corporate, litigation, mergers, real estate, pro bono, investment management and taxation. Their clients include industrial, commercial, financial, private funds, governmental, educational, charitable and cultural enterprises and entities. The company was founded by Algernon Sydney Sullivan and William Nelson Cromwell in 1879 and is headquartered in New York City, NY.

Carson-Dellosa Publishing LLC publishes educational materials for teachers, parents, and children. The firm's product includes classroom decorations, supplemental books for math and science, flash cards, pocket charts, games, Christian education, and kindergarten. The company is headquartered in Greensboro, NC.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Part of UBS Group AG, Credit Suisse Private Equity LLC is a private equity firm. The company is based in New York, NY.

GCO Education Loan Funding Corp. provides financing and liquidity services. The company offers liquidity to national & regional financial institutions, and marketing entities that provide student loans. The firm was founded in 2004 and is headquartered in Greenwood Village, CO.

Sage Financial Group, Inc. (Sage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Alan Cohn and Stephen Cohn in 1989. Sage provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, pension and profit-sharing plans, business entities and trusts, as well as private funds.

Guardian Capital Partners Investment Management LP (Guardian Capital Partners) is a private equity firm founded in 2007 by Scott D. Evans, Peter H. Haabestad and Hugh Kenworthy III. The firm is headquartered in Wayne, Pennsylvania.

Engineered Network Systems, Inc. provides terminal mounting solutions. It designs, manufactures, and supplies commercial grade products for mounting, storing, charging, and securing technology. Its products include flat panel mounts, payment terminal stands, cabinets, carts, and workstations. The company was founded by Peter Floersch and Greg Miler in 2000 and is headquartered in Burnsville, MN.

Direct Line Global LLC operates as an information technology management firm. Its services include design, integration, management, and migration/relocation. The company was founded by John Friesen and is headquartered in Fremont, CA.

Hartree Partners LP (Investment Management) (Hartree Partners-IM) is the investment management division of Hartree Partners LP, a global merchant commodities firm headquartered in New York City. It was originally founded as Hess Energy Trading Co. (HETCO) in 1997 by Guy Merison, Stephen Semlitz and Stephen Hendel. In 2014, it was announced that funds controlled by Oaktree Capital would be acquiring Hess Corp.’s interests in HETCO with the new company taking the name Hartree Partners LP. The firm is owned by the founding partners, senior staff, and certain funds managed by Oaktree Capital Management LP. Hartree Partners-IM provides a wide range of investment services to a substantial and diversified customer base that includes corporations, financial institutions, governments and individuals.

Western Shelter Systems provides an easily transported, simple to erect and weather-secure working environment for operations in remote locations. Its products include command and control systems, shelter systems, shelter options, climate control, electrical systems, water handling, sanitation, storage, furnishings, HAZMAT Decon, mobile medical and specialty vehicles. The company was founded by Paul Bennett in 1988 and is headquartered in Eugene, OR.

Hartree Partners (UK) Ltd. engages in proprietary trading in crude oil and petroleum products. The company was founded on October 3, 1997 and is headquartered in London, the United Kingdom.

Hartree Partners Power & Gas Co. (UK) Ltd. is based in London, UK. Part of Hartree Partners LP, Hartree Partners Power & Gas Co. (UK) Ltd. is a British company that explores, produces, purchases, transports, and sells crude oil. Founded in 2001.

Havis, Inc. develops mobile office solutions. It offers solutions for public safety, utility and public works, military and government, transportation industries and other mobile professions. The company is headquartered in Warminster, PA.

Part of Hartree Partners LP, Sprague Resources GP LLC engages in the purchase, storage, and distribution of refined products and natural gas. The company is based in Portsmouth, NH. Sprague Resources GP was acquired by Hartree Partners LP from Sprague Resources Holdings LLC on May 28, 2021.

Part of Hartree Partners LP, Hartree Partners Advisory Services U.K. Ltd. provides business advisory services. The company is based in London, UK and was founded in 2001.

R&D Altanova, Inc. specializes in advanced technology printed circuit board engineering, design, fabrication and assembly and manufacturing services. The firm offers advanced PWB signal integrity and power integrity engineering and validation, PWB design, engineering, fabrication, assembly and socket and interconnect manufacturing services. The company was founded in 1969 and is headquartered in South Plainfield, NJ.

Hartree Partners LP engages in the provision of merchant commodities. The firm specializes in energy and its associated industries. Its services include proprietary trading and arbitrage, risk management, structured transactions, consultancy, and principal investing. The company was founded by Stephen Michael Hendel, Stephen Michael Semlitz and, Guy Merison in March 1997 and is headquartered in New York, NY.

Part of Hartree Partners LP, Rydberg Development Co. Ltd. is a British company that identifies and develops gas fired power stations. The company is based in London, UK. Rydberg Development Co. was founded in 2016.

Tactical Infrastructure Partners LP (Tactical Infrastructure Partners) is an independent private equity firm founded in 2021. The firm is headquartered in New York.