Melissa Loner

Brandywine Global Investment Management LLC (Brandywine Global) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors.

Part of Mid Penn Bancorp, Inc., Mid Penn Bank is a state chartered commercial bank. The company is based in Millersburg, PA. Rory G. Ritrievi has been the CEO of the company since 2009.

Goldman Sachs International (GSI) is the Great Britain-based, wholly-owned brokerage subsidiary of Goldman Sachs Group UK Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1988 and formerly known as Trushelfco Ltd. Headquartered in London, GSI provides prime brokerage, securities lending, futures services and financing services for a range of clients such as corporations, financial institutions, governments and high-net worth individuals.

Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA.

RecoverCare LLC provides wound care management, bariatric management and safe patient handling solutions. The firm distributes therapeutic support surfaces, bariatric, wound care, and safe patient handling equipment and solutions across the entire continuum of care, including acute care hospitals, long term acute care hospitals, skilled nursing facilities, rehabilitation facilities, and hospice facilities. The company was founded in 1992 and is headquartered in Charlotte, NC.

TaxACT, Inc. provides income tax preparation software. It specializes in business, personal, professional tax software and state tax returns. The company was founded by Lance G. Dunn in 1998 and is headquartered in Cedar Rapids, IA.

Cornerstone Financial Services, Inc. is a private company based in Greenfield, IN. The company provides investment advice to its clients.

Service Champ, Inc. provides parts and equipment to the quick lube industry. It also distributes oil filters, air filters, wiper blades, gaskets, drain plugs and other parts and equipment. The company was founded by Fred Berman and Marc Berman in 1984 and is headquartered in Chalfont, PA.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

UniCredit Bank AG provides banking services. It offers banking and financial products to corporate as well as public and private sector clients. The company operates through three segments: Commercial Banking, Corporate & Investment Banking and Other/Consolidation. The Commercial Banking segment offers consumer loans, mortgage loans, savings-and-loan and insurance products and banking services for retail customers. The corporate & Investment Banking segment operates through three divisions HVB, UniCredit Bank Austria AG and UniCredit spa. The other/consolidation segment encompasses the chief operating office business unit, activities of the group corporate center business unit and consolidation effects. The company was founded on July 1, 1869 and is headquartered in Munich, Germany.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Part of Woodbridge Co. Ltd. /New/, National Regulatory Services, Inc./NRS Systems, Inc. is a company that provides investment advisory, broker-dealer, and insurance services. The company is based in Lakeville, CT. National Regulatory Services, Inc./NRS Systems was acquired by Thomcorp Holdings, Inc. on May 20, 1999. The company was founded by Jacqueline Hallihan Merwin.

H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX.

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.

Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen.

The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms.

The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.

Society of Financial Service Professionals is a national network of credentialed professionals working in diverse financial disciplines. It promotes its members by delivering education programming, by establishing and rewarding the ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. The company was founded in 1928 and is headquartered in Newtown Square, PA.

Part of Avantax, Inc., Avantax Wealth Management, Inc. is a financial company that offers a tax-advantaged approach for comprehensive financial planning. The company is based in Dallas, TX. Avantax technology, tax and wealth management insights are used by Avantax financial professionals to uncover and tailor opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Through its tax-smart approach, Avantax financial professionals help clients leverage taxes to create financial growth opportunities. Avantax uses technology, tax and wealth management insights to uncover tailored and advantageous opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Avantax Wealth Management is the holding company for the group of companies providing financial services under the Avantax name. Securities, investment advisory services, and insurance services are offered through Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Agency, and Avantax Insurance Services. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. The company was founded in 1983.

Spire Investment Partners LLC provides wealth management and financial advisory services. It offers access to investment products, risk and cash management, succession planning, and portfolio monitoring. The company was founded by David L. Blisk in February 1997 and is headquartered in McLean, VA.

Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC.

The Paley Center for Media is a non-profit organization that leads discussions about the cultural, creative, and social significance of television, radio, and emerging platforms. The non-profit company is based in Beverly Hills, CA. The center draws upon its curatorial expertise, an international collection, and close relationships with the media community to provide respected programming. The Paley Archive, containing over 160,000 television and radio programs and advertisements, is accessible to the public. The center also serves as a neutral setting for media professionals to engage in discussion and debate about the evolving media landscape. Maureen J. Reidy has been the CEO of the company since 2013.

New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY.

American Heart Association, Inc. operates a voluntary health organization funded by private contributions. The organization offers services for coronary heart diseases and strokes, high blood cholesterol & physical inactivity, obesity, and diabetes. The company was founded in 1924 and is headquartered in Dallas, TX.

Part of The Toronto-Dominion Bank, TD Securities Ltd. is a brokerage firm. The company is based in London, UK. The British company was founded in 1855. John James Moore has been the CEO of the company since 2009.

Professional Association of Customer Engagement provides omni-channel customer engagement solutions for marketing, customer service, and compliance. It offers programs and trainings to its members through partnerships, advocacy, compliance, and education. The company was founded in 2003 and is headquartered in Avon, IN.

Paxen LLC provides outcome-based educational programs. It specializes in developing and delivering training programs that build academic, life, and employability skills for at-risk youth and out-of-work adults. The company was founded in 1984 and is headquartered in Melbourne, FL.