Sean P. Reichert

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

OFI Advisors LC is a registered investment advisor located in Philadelphia, Pennsylvania. The firm was founded in 2004 by Vincent T. Lowry as VTL Associates LLC. On December 2, 2015, VTL and their wholly-owned subsidiary, Index Management Solutions LLC (IMS), were acquired by OppenheimerFunds, Inc. (OFI). OFI is a wholly-owned subsidiary of Oppenheimer Acquisition Corp. (OAC), itself an indirect subsidiary of MassMutual Life Insurance Co. (MassMutual). OFI Advisors generally provides investment consulting and investment advisory services to pension and profit sharing plans; municipal, local and state governments, agencies and authorities; other governmental entities; and other investment advisors. OFI Advisors also provides investment advisory services to an alternative weight equity index investment program and to seven series of the Oppenheimer Revenue Weighted ETF Trust.

Founded in 2009, Index Management Solutions LLC (IMS) is a registered investment advisor located in Philadelphia, Pennsylvania. The firm is a wholly-owned subsidiary of VTL Associates LLC. IMS povides two categories of investment advisory services: sub-advisory services to VTL Associates LLC’s alternative weight equity index investment program and sub-advisory services to seven series of the RevenueShares ETF Trust, six series of the Exchange Traded Concepts Trust, two series of ETF Series Solutions and three series of the KraneShares Trust. Investors typically include pension and profit sharing plans; trusts; estates; charitable organizations; corporations or other business entities; municipal, local and state governments, agencies and authorities; other governmental entities; and other investment advisors.