Todd Mackedanz

Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.

Bank of Hawaii (Asset Management), do-business-as Asset Management Group of Bank of Hawaii (AMG), is a separately identifiable department of the Bank of Hawaii, which is owned by Bank of Hawaii Corp. (NYSE: BOH). Headquartered in Honolulu, AMG was founded in 1897 and offers investment advisory services on a discretionary basis to registered investment companies (mutual funds) and institutional clients that are quasi-governmental agencies whose accounts consist in whole or in part of the proceeds from the issuance of municipal bonds.

Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds.

CCM Partners LP, do-business-as Shelton Capital Management (SCM), is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. Founded in 1985, SCM provides investment management services to mutual funds, institutions, individuals, retirement plans and their sponsors, and other entities.

Founded in 1985, First Foundation Advisors is a registered investment advisor located in Irvine, California. The firm was formerly known as Keller Group Investment Management, Inc. They are a subsidiary of First Foundation, Inc. (NASDAQ: FFWM). First Foundation Advisors provides discretionary investment advisory services and/or financial planning services on a stand-alone basis or combined discretionary investment advisory services and financial planning services on a fee-only basis. Their domestic and international clients include individuals, families, family businesses, foundations, corporations and non-profit institutions.

Dunvegan Associates, Inc. (DVA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Barbara, California. The firm was founded by Alvin Moore, Jr. in 1974 in New York as a consulting arm of Reynolds & Co. (now Morgan Stanley). DVA provides portfolio management services to individuals including high net worth individuals, and trusts.

Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc.

University of Hawai'i at Hilo engages in the provision of services relating to higher education. It offers bachelor’s degrees, minors, master’s degrees, doctoral degrees, certificate programs, graduate certificate programs, and distance learning. The company was founded in 1947 and is headquartered in Hilo, HI.

City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.

Dorchester Capital Advisors LLC provides investment services. The private company is based in Los Angeles, CA and has subsidiaries in the United States.

Sierra Investment Management, Inc. (Sierra) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Monica, California. The firm was co-founded by Kenneth Sleeper and David Wright in 1987. Sierra provides investment management services to retirees and other conservative investors.

San Francisco Employees' Retirement System (SFERS) is a pension fund management firm headquartered in San Francisco, California. The firm was founded in 1922 and is owned by the City & Country of San Francisco. SFERS administers two benefit programs for active and retired members: a Pension Plan (defined benefit plan) and a 457(b) Deferred Compensation Plan (defined contribution plan).

Ocean Park Asset Management LLC (OPAM) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded in 2007 as Wright Fund Management LLC and changed their name to Ocean Park Asset Management LLC in 2023. OPAM is the investment adviser to the Sierra Mutual Funds and does not provide advisory services to retail investors.

Innovative Digital Investors LLC provides investment advice. The private company is based in Las Vegas, NV and has subsidiaries in the United States. The CEO of the company is Jonathan Bates.