Aarohi S. Vijh

Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities.

Martin Capital Management LLC (MCM) is a privately-owned, SEC-registered investment advisor and wealth management firm headquartered in Elkhart, Indiana. The firm was originally founded by Frank Martin in 1987 as McDonald Capital Management. They were a subsidiary of McDonald & Co., a brokerage firm Mr. Martin had been associated with since 1974. In 1991, the firm became independent of McDonald & Co. and was renamed Martin Capital Management. MCM provides investment advisory services to wealthy families and institutions.

Jackson National Asset Management LLC (JNAM) is a SEC-registered investment advisor and mutual fund manager headquartered in Lansing, Michigan. Founded in 1989, the firm is an indirect, wholly owned subsidiary of Jackson Financial, Inc. (NYSE: JXN). JNAM serves as an investment adviser but limits its investment management services to rendering investment advisory services in connection with mutual funds sponsored by affiliated entities.

Magnus Health Technology, Inc. provides web-based student medical record solutions. Its primary focus is streamlining the collection and secure storage of student health information. The firm also provides support and data services. The company was founded by William Pittman and Charles W. Scarantino in 2006 and is headquartered in Raleigh, NC.

Ameritas Investment Partners, Inc. (AIP) is a registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded as a Nebraska corporation in 1984 and is a wholly-owned subsidiary of Ameritas Holding Co., which is owned by Ameritas Mutual Holding Co. AIP provides investment advisory services to affiliated and unaffiliated insurance companies; pension plans and retirement accounts (including Taft-Hartley Plans); charitable organizations; and registered investment companies of Calvert Variable Products, Inc., The firm also provides investment advisory services to discretionary investment (wrap fee) program accounts including: individuals and high net-worth individuals; pension and profit sharing plans; trusts; charitable organizations; state and local government entities; and small businesses and others.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe.

Harbor Capital Advisors, Inc. (Harbor Capital) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1983 to manage the pension and retirement plan assets of their former parent company, OI Glass, Inc. In June of 2001, the firm was acquired by ORIX Corp. Europe N.V. (formerly known as Robeco Groep N.V.) and is currently a wholly-owned subsidiary of OCE US Holding, Inc., ultimately held by Orix Corp. (TYO: 8591, ADR: IX) in Japan. Harbor Capital provides discretionary investment advisory services to investment companies, a collective investment trust and other pooled investment vehicles.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

3Plus LLC is a minority-owned business that provides business consulting services. It offers convenience store corporate mergers consultation, corporate divestiture consultation, strategic planning consultation services, corporate objectives or policy development, organizational structure consultation, and information technology consultation services. The company was founded in 1988 and is headquartered in Kenner, LA.

Toastmasters International is a non-profit educational organization that teaches public speaking and leadership skills through a worldwide network of clubs. The organization has approximately 270,000 members in more than 14,200 clubs across 148 countries. Since 1924, Toastmasters International has helped people from diverse backgrounds become more confident speakers, communicators, and leaders. The American company is headquartered in an undisclosed location.

The Douglas Co. provides construction services. The firm specializes in senior living and multi-family development and construction. It uses a three dimensional process in developing projects. The company was founded in 1976 and is headquartered in Holland, OH.

Duro Bag Manufacturing Co. manufactures paper bags. Its products include grocery bags and sacks, handle bags, merchandise bags, paper lawn and leaf bags, and various specialty bags, including lunch bags, pharmacy bags, liquor bags, freshness paper bread bags, and food service bags. The company was founded on February 16, 1953 and is headquartered in Florence, KY.

R2 Logistics, Inc. engages in the provision of transportation services and logistics solutions. Its services include less-than-truckload, managed transportation, expedited and air, intermodal, ocean, and reverse logistics.The company was founded by Ben Gase in 2007 and is headquartered in Columbus, OH.

IDBI Asset Management Ltd. (IDBI AM) is the asset management subsidiary of IDBI Bank Ltd. (NSE: IDBI) in India. The firm was founded in 2010 and is headquartered in Mumbai. IDBI AM manages the IDBI mutual fund range for individual and institutional investors.

OneDigital Investment Advisors LLC (OneDigital) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. Formerly known as Resources Investment Advisors LLC, the firm was founded in 1987 and is a wholly owned subsidiary of Digital Insurance LLC. OneDigital offers portfolio management and advisory services to individuals, trusts, estates, endowments, foundations, charitable organizations, retirement plans, and business entities.

RIA Solutions Group LLC provides software development services. It builds software and systems for clients across the US and Europe. The firm’s services include software architecture, software development, database design, database programming, quality assurance testing and project management. The company was founded by Tim Starets in 2008 and is headquartered in Winston-Salem, NC.

The Orlando Economic Development Commission provides economic development services. It offers confidential project management assistance, site selection assistance, in-depth market data, connections, financial and entrepreneurial resources, workforce recruitment and training, permitting and scouting film assistance and commercial productions services. The company was founded in 1977 and is headquartered in Orlando, FL.

Global Data Consortium, Inc. engages in the provision of digital identity verification solutions. It offers consumer identity, contact information, and age verification solutions. It serves fintech, iGaming, and Regtech industries. The company was founded by William R. Spruill and Charles Gaddy in 2011 and is headquartered in Raleigh, NC.

Jurassic Capital (Jurassic Capital) is a private equity firm founded in 2019. The firm is headquartered in Durham, North Carolina.

The Cedars-Sinai Accelerator (Cedars Sinai) is a venture capital subsidiary of Cedars Sinai Health System founded in 2015. The firm is headquartered in Los Angeles, California.

Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023.