Jason E. Kelly

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.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Part of The Charles Schwab Corp., JB Oxford & Co. is a company that provides discount brokerage services. The company is based in Beverly Hills, CA. JB Oxford was acquired by Ameritrade Holding Corp. from Cambridge Capital Holdings, Inc. on June 07, 2004.

DB Alex Brown LLC provides investment banking and brokerage services. The company is headquartered in in Washington, DC.

Toews Corp. is an independent, SEC-registered investment advisor headquartered in Northfield, New Jersey. The firm was founded by Phillip Toews in 1994. Toews provides discretionary portfolio management services to individual and institutional clients.

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

Hunt Valley Wealth (HVW) is an independent investment management firm headquartered in Hunt Valley, Maryland. The firm was founded by Patrick Horan in 1995 as Horan & Associates Financial Advisors Ltd. and subsequently became Horan Capital Management LLC in 2005. They changed their name into Hunt Valley Wealth in 2022. HVW provides wealth management solutions to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Johnson Lambert LLP provides accounting services. Its services include financial statement audit, tax services, regulatory services, risk assurance services, advisory services, and IT consulting. The company was founded in 1986 by Deborah Lambert and Larry H. Johnson and is headquartered in Vienna, VA.

Part of H & R Block, Inc., C.W. Amos & Co. LLC is a company that provides accounting services. The company is based in Baltimore, MD. C.W. Amos & Co. was acquired by HRB Business Services, Inc. on April 21, 1999.

Curi Holdings, Inc. provides medical insurance services. The firm markets and sells professional liability insurance, employee benefits, and commercial insurance to medical practices. The company was founded in January 2014 and is headquartered in Raleigh, NC.

Medical Mutual Insurance Co. of North Carolina provides medical insurance services. It markets and sells professional liability insurance, employee benefit plans, and commercial insurance to medical practices. The company was founded in 1975 and is headquartered in Raleigh, NC.

HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals.

Sigman & Summerfield Associates, Inc. provides information systems placement and consulting services. Its services encompass information technology management, applications, technical and administrative support and office management, office support, and administrative personnel. The company was founded by Carol Summerfield and Judie Sigman in 1980 and is headquartered in Towson, MD.

Part of Simplicity Esports & Gaming Co., Simplicity Esports LLC is a company that provides a list of trusted online slot gambling sites such as RMK828 and slot88. The company is based in Boca Raton, FL. These sites offer the latest tips and tricks to win easily. The company was founded in 2017. The CEO is Roman Nehemiah Franklin. Simplicity Esports was acquired by Simplicity Esports & Gaming Co. on January 02, 2019 for $6.09 million.

Medical Mutual Insurance Co. of North Carolina (Investment Portfolio) (Medical Mutual-IP) is the investment portfolio division of Medical Mutual Insurance Co. of North Carolina, an insurance company headquartered in Raleigh, North Carolina. The firm is owned by Curi Holdings, Inc. Medical Mutual-IP manages the investment portfolio of insurance clients.

Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions.

Verdence Capital Advisors LLC (Verdence) is an independent, SEC-registered investment advisor and multi-family office headquartered in Hunt Valley, Maryland. The firm was founded by Leo J. Kelly III in 2017. Verdence provides personalized service focused on in-depth financial planning and advice serving family office, business owners and entrepreneurs, M&A strategic transactions, executives, and elite athletes and entertainers.

Acruence Capital LLC is an independent, SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Robert “Rob” Emrich in 2018. Acruence Capital provides investment advisory services to third-party investment advisers, exchange-traded funds, and high net worth individuals.

Engineering Solutions, Inc. provides information technology and engineering services. Its services system development, systems management, program management, and information assurance. The company was founded by Raymond Dalpee and Michael Dalpee in 1998 and is headquartered in Hanover, MD.