Robert J. Oakes

Thrivent Financial for Lutherans operates as a not-for-profit membership organization of Christians, which engages in the provision of investment advisory services. It offers life insurance, annuities and mutual funds, student and educational resources, charitable planning, and trust services. The company was founded in June 2001 and is headquartered in Minneapolis, MN.

Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns.

Security Benefit Life Insurance Co. engages retirement savings and income products. It provides merit-based distribution strategy that helps advisors meet their client’s retirement needs. The company was founded in 1892 and is headquartered in Topeka, KS.

HFC Bank Ltd. is a national bank.

Andesa Services, Inc. offers a comprehensive suite of integrated policy administration, plan administration and illustration solutions for life insurance and annuity carriers and brokers. The company was founded by John E. Walker in 1983 and is headquartered in Allentown, PA.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Kanbay, Inc. provides information technology consulting services. It offers integrated suite of management consulting, technology integration, application development and outsourcing solutions. The company was founded by Raymond J. Spencer, Dileep Nath, and John Patterson in 1989 and is headquartered in Rosemont, IL.

National Guardian Life Insurance Co. engages in the provision of insurance services. It offers life insurance and annuities and specialty insurance products. The company was founded in 1909 and is headquartered in Madison, WI.

Profectus BioSciences, Inc. engages in the design and development of preventive and therapeutic vaccines. It develops novel vaccines for the prevention and treatment of infectious diseases and related cancers. The company’s vaccines are based on its proprietary VesiculoVax and GeneVax vaccine delivery platforms. The company was founded by Robert Charles Gallo, William A. Blattner, and Robert R. Redfield in 2003 and is headquartered in Baltimore, MD.

Cross Atlantic Capital Partners LLC (Cross Atlantic Capital) is a venture capital firm founded in 1999 by Donald Caldwell and Gerry McCrory. The firm is headquartered in Radnor, Pennsylvania with an additional offices in the United Kingdom and Israel.

Keystone Family Health Plan provides health care services to recipients in five southeastern Pennsylvania counties: Bucks, Chester, Delaware, Montgomery, and Philadelphia. It provides services of medical assistance including dental, prescription, special needs management, transportation, and programs for expectant mothers. It also provides network of physicians, specialists, pharmacies, and hospitals. The company was founded in 1996 and is headquartered in Philadelphia, PA.

Boathouse Capital Management LLC (Boathouse Capital) is a private equity firm founded in 2008. The firm is headquartered in Wayne, Pennsylvania.

Megasystems, Inc. manufactures and wholesales lighting fixtures. The private company is based in Canton, MA.

Part of CLS Group Holdings AG, CLS Bank International is a company that provides innovative settlement, processing, and data solutions to reduce risk and increase efficiency. The company is based in New York, NY and offers CLSSettlement to their customers, allowing settlement members to generate revenues and strengthen customer relationships while mitigating FX settlement risk and improving operational efficiencies. The company's datasets include data based on over 1 billion trades dating back to 2002, making them the largest single source of FX-executed data available to the market.

CLS Group Holdings AG operates multicurrency cash settlement system to mitigate settlement risk for the foreign exchange transactions. The firm offers settlement, processing and data products including CLSSettlement, CLSNow, Cross currency swaps, CLSNet, CLSTradeMonitor, CLSMarketData and CLSReporting. The company was founded in 2002 and is headquartered in Lucerne, Switzerland.

HSBC Finance Corp. operates as a holding company with interests in providing lending products. The company was founded in 1878 and is headquartered in Arlington Heights, IL.

St. Francis Hospital, Inc. provides healthcare services. It also offers inpatient, outpatient, surgical, orthopedic, women's health care, mental health care, and emergency room services. The company was founded in April 1950 and is headquartered in Columbus, GA.

Vertical Networks, Inc. engages in the making of mobile shows and channels in the world. The company was founded by Scott K. Pickett in 1996 and is headquartered in Costa Mesa, CA.

HSBC Asset Management (India) Pvt Ltd. (HSBC AM-India) is the Indian investment management subsidiary of HSBC Securities & Capital Markets (India) Pvt Ltd., ultimately held by HSBC Holdings Plc (LSE: HSBA, ADR: HSBC) in Great Britain. Headquartered in Mumbai, HSBC AM-India was founded in 2001 and offers a comprehensive range of investment management solutions to institutional investors (foreign and Indian), corporates and financial intermediaries and provides bespoke portfolio management services for large institutional investors, insurance companies, high net-worth individuals.

Nantucket Electric Co. engages in providing electricity services. The company is headquartered in Waltham, MA.

PWC Consulting Associates Ltd. provides strategic management consulting services. The company was founded in 1998 and is headquartered in London, the United Kingdom.

Merit Life Insurance Co. provides life insurance services. It offers credit life, credit disability, term life, and disability income insurance. The company was founded in 1957 and is headquartered in Shelton, CT.

TIAA-CREF Life Insurance Co. provides insurance services. The firm offers retirement plans, IRAs, mutual funds, retirement annuities, brokerage & trading, 529 education savings, managed investment accounts and TIAA personal portfolio. The company was founded on March 04, 1918 and is headquartered in New York, NY.

Blue Cross & Blue Shield of Alabama provides health insurance products and related services. It offers healthcare plans for individuals, families, Medicare beneficiaries, and groups. The firm also provides long term care and federal employee program which includes individual, family, and group health plan and Medicare Beneficiary Plans. The company was founded in 1936 and is headquartered in Birmingham, AL.