Albert Francis Calfo

Crown Cork & Seal Co., Inc. manufactures and supplies metal cans & plastic containers for the food, beverage, personal care, industrial and household markets. The firm's primary products include steel and aluminum cans, plastic caps, closures and dispensing systems. The company was founded by William Painter in 1892 and is headquartered in Philadelphia, PA.

U.S. Airways, Inc. provides air transportation for passengers and cargo. The company was founded in 1982 and is headquartered in Tempe, AZ.

West Chester Capital Advisors, Inc. (WCCA) is a SEC-registered investment adviser headquartered in Johnstown, Pennsylvania. The firm was co-founded by Bruce Marra and Thomas McKeon in 1994. They are a wholly-owned subsidiary of AmeriServ Financial Bank, which is wholly-owned by AmeriServ Financial, Inc. (NASDAQ: ASRV), a bank holding company. WCCA manages fiduciary quality portfolios and investment programs for individuals and institutions.

Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses.

Part of Citco III Ltd., Quaker Securities, Inc. is an institutional brokerage firm. The company is based in Phoenixville, PA.

Part of Emerald Asset Management Employee Stock Ownership Trust, Emerald Asset Management, Inc. is a diversified investment management holding company that manages client funds through its subsidiaries. The company is based in Lancaster, PA. The company's subsidiaries include Emerald Advisers LLC, Emerald Mutual Fund Advisers Trust, Emerald Separate Account Management LLC, and Emstone Advisers LLC. The company's investment philosophy is research-focused and it primarily focuses on growth-oriented equity investing and income-oriented investing. The company manages assets worth approximately $3.80 billion as of December 31, 2022. The company was founded by Joseph Edward Besecker and he has been the CEO since incorporation.

Boenning & Scattergood, Inc. (Broker) (Boenning & Scattergood-Broker) is the registered broker-dealer division of Boenning & Scattergood, Inc., a financial services firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Henry D. Boenning in 1914. Boenning & Scattergood-Broker provides retail investors, municipal clients, and institutions a full complement of financial services, including retail brokerage, investment advisory, equity research, equity and fixed income sales and trading, investment banking, public finance, and option strategy.

Part of Cohen & Co., Inc., Cohen & Company Securities LLC provides securities brokerage services. The company is based in Philadelphia, PA. Chris Ricciardi has been the CEO of the company since 2006.

Alden Associates, Inc. engages in the provision of computers, networking equipment, and peripherals. The company was founded in 1984 and is headquartered in Bellevue, WA.

Retirement Advisors, Inc. provides financial planning advice. Its services include investment consulting, wealth management, and retirement planning. The company was founded by Stephen Haidt in 1996 and is headquartered in Mobile, AL.

Founded in 2012, MCG securities LLC is an investment research firm located in Wayne, Pennsylvania. The firm does business as Merion Capital Group and is a subsidiary of R5 Partners, Inc.

Alden Capital Management LLC provides investment advice. The private company is based in Bellevue, WA. The CEO of the company is Lee Albert Calfo.

R5 Partners, Inc. operates as a holding firm. The company is headquartered in Wayne, PA.

Bluestone Capital Management LLC (Bluestone) is a SEC-registered investment advisor and hedge fund manager headquartered in Wayne, Pennsylvania. The firm was founded in 2010 and is a subsidiary of R5 Partners, Inc. Bluestone provides advisory and investment management services to institutional investors and (primarily) high-net-worth individuals.

Equalize Capital LLC provides investment advice. The private company is based in San Juan, Puerto Rico. The Puerto Rican company was founded by Lee Albert Calfo, who has been the CEO since incorporation.

Equalize Community Development Fund is a closed-end, non-diversified management investment company, which engages in the provision of current income, consistent with the preservation of capital, and to enable institutional fund investors to claim favorable regulatory consideration of their investment. The firm is also involved in investing primarily in a portfolio of loans that are eligible for Community Reinvestment Act of 1977 treatment as community development loans or qualified investments. The company was founded on July 29, 2013 and is headquartered in Wayne, PA.