Glenn Gillis

Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, and corporations and other business entities.

Founded in 1992, Daewoo Securities (America), Inc. is a broker/dealer headquartered in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Research is provided by their parent company Daewoo Securities Co. Ltd. (SO: 006800)

Rotary Foundation of Rotary International offers health improvement and education support. The firm leads the charge on campaigns such as eradicating polio and promoting peace. It was founded in 1947 and is headquartered in Evanston, IL.

Montgomery Bar Association is a legal resource organization located in Norristown, PA. The association provides legal resources, including a lawyer referral service, to the Montgomery County community since 1885. The association offers membership to lawyers and provides benefits such as access to sections and committees, diversity resources, and leadership academy. The association also offers programs such as the MBA Mediation Program, Minority-Owned Business Directory, and Interrogatories Podcast. Additionally, the association provides publications such as Law Reporter and Sidebar Magazine. The Montgomery Bar Association also supports justice-related causes through the Montgomery Bar Foundation.

Miles & Stockbridge PC is a law firm with over 220 lawyers and seven offices in the United States. The firm provides legal services to national, local, and emerging businesses to help them solve their most challenging problems and preserve and create value. Nancy Whiteman Greene has been the CEO of the American company since 1998.

The District of Columbia Bar provides legal services. The private company is based in Washington.

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.

The Bar Association of Montgomery County provides legal services. The company was founded in 1894 and is headquartered in Rockville, 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.

Bausch & Lomb, Inc. develops, manufactures, and markets eye health products. It offers over-the-counter supplements, eye care products, ophthalmic pharmaceuticals, contact lenses, lens care, ophthalmic surgical devices, and instruments. The company was founded by John Jacob Bausch and Henry Lomb in 1853 and is headquartered in Rochester, NY.

Part of Truist Financial Corp., Pension Benefits, Inc. is a company that provides third-party administration for defined-contribution retirement plan and investment advisory services. The company is based in West Chester, PA. Pension Benefits was acquired by Patriot Bank (Pottstown, Pennsylvania) on January 17, 2003.

Brown Advisory Securities LLC is a full-service brokerage firm headquartered in Baltimore, Maryland and was founded in 1998. They are a subsidiary of Brown Advisory Management LLC. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.