Matthew Scott Wickline

Part of Estancia Capital Management LLC, CSM Advisors LLC is an institutional investment manager based in Pittsburgh, PA. The company offers 11 marketed strategies for fixed income, 3 marketed strategies for multi-asset, and 5 marketed strategies for equity. CSM Advisors was recognized as the "top gun of the decade" in the "PSN all/variable maturity universe" by PSN. The company also provides market outlook commentary and have recently celebrated their 90th anniversary year with new products, new hires, and record growth in assets under management. Founded in 1931, CSM Advisors manages equity and fixed income portfolios for institutional investors nationwide, with over $8.10 billion in assets as of 3/31/23.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

PBHG, Inc. engages in movie production business. The company is headquartered in Sacramento, CA.

Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL.

Part of Alger Associates, Inc. (United States), Fred Alger & Co., Inc. provides investment advisory services. The company is based in New York, NY.

Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

Dawson James Securities, Inc. (Dawson James) is a full service investment firm and registered broker-dealer headquartered in Boca Raton, Florida. The firm was founded in 2002 and is a subsidiary of Ark Financial Services, Inc. Dawson James offers research, institutional & retail sales, and execution trading & corporate services to institutional money managers, mutual funds, registered investment advisors, corporations and insurance companies.

Shaker Investments LLC is an independent registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 1991 by Edward Hemmelgarn and provides advisory services to individual and institutional investors.

Part of Federated Hermes, Inc., Federated Investors Trust Co. is a company that provides investment advice services. The company is based in Sicklerville, NJ.

Blue Devil Ventures LLC is a holding private company that invests in real estate and professional sports teams. The company is based in Durham, NC.

Malvern Capital Management LLC (MCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Malvern, Pennsylvania. The firm was co-founded by James “Jim” Olsen and Michael Czajka in 2018. MCM offers unbiased customized investment services to a varied group of clients such as individuals, families, business owners, women in transition, and other investment advisers.