Doug McClean

Kirr, Marbach & Co. LLC (KM) is an independent, SEC-registered investment advisor headquartered in Columbus, Indiana. The firm was founded in 1975 by David M. Kirr and Terry B. Marbach. KM manages separate accounts and is the adviser to the Kirr, Marbach Partners Value Fund (KMVAX), an open-end registered investment company.

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.

Corbyn Investment Management, Inc. (Corbyn) is an independent registered investment advisor headquartered in Lutherville, Maryland. Founded in 1973, the firm provides investment management services to individuals, financial advisors, and institutions through customized separately-managed accounts. Corbyn serves as the investment advisor to Greenspring Income Opportunities Fund, which is a mutual fund.

Snow Capital Management LP (Snow Capital) is an investment advisory firm headquartered in Sewickley, Pennsylvania. The firm was founded by Richard Snow in 2001 as RAS Capital Management. They are a subsidiary of Snow Capital Management Holdings LP. Snow Capital serves as the Advisors to a family of mutual funds and related portfolios.

Catalyte, Inc. provides software development services. The firm offers agile development, application services, business information management, cloud development, and mobility solutions. The company was founded by Michael D. Rosenbaum in 2000 and is headquartered in Baltimore, MD.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

ClearBridge LLC is an investment advisory firm headquartered in Baltimore, Maryland. The firm was founded by Bill Miller in 1982 as Legg Mason Capital Management LLC. They are a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). ClearBridge provides investment advice to high net-worth individuals, investment companies, pension and profit-sharing plans, other pooled investment vehicle, charitable organizations, endowments, foundations, corporations, state or municipal government entities, sovereign wealth funds, insurance companies and other tax-exempt entities.

1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed their name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients.

Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD.

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.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Fragasso Financial Advisors, Inc. (Fragasso) is an independent, employee-owned SEC-registered investment advisor firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by Bob Fragasso in 1972 as The Fragasso Group, Inc. and changed its legal name to Fragasso Financial Advisors, Inc. in 2016. Fragasso offers discretionary asset management services through a program account to individuals, trusts, corporations, retirement plan sponsors, municipal pension plans, charitable institutions, foundations and endowments.

Birchmere Ventures Inc (Birchmere Ventures) is a venture capital firm founded in the year 1996 by Ned Renzi and Sean Sebastian. The firm is headquartered in Pittsburgh, Pennsylvania with an additional office in San Francisco.

Monroe Capital LLC (Monroe Capital) is a private equity firm founded in 2004 by Theodore Koenig. The firm is headquartered in Chicago, Illinois.

Sybase 365 LLC provides mobile messaging and mobile commerce services. It delivers mobile messaging interoperability to the management and distribution of mobile content. The company was founded in 1999 and is headquartered in Dublin, CA.

The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.

Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations.

BG Real Estate Income Fund II LP provides residential real estate services. The company is headquartered in Pittsburgh, PA.

Easterly Investment Partners LLC (Easterly) is a SEC-registered investment advisor headquartered in Beverly, Massachusetts. The firm was founded in 2018 as Levin Easterly Partners LLC. They are a wholly owned subsidiary of LE Partners Holdings LLC, ultimately held by Easterly Asset Management LP. Easterly provides investment advice to (1) Separately Managed Accounts, Registered Funds and Sub-Advised Funds on a discretionary basis and (2) Model Portfolios on a non-discretionary basis. The firm’s separately managed accounts include corporations, pension plans (both US and foreign), large institutional accounts, endowments, foundations, high net worth individuals, and trusts.

Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander.