Christopher P. Ouimet

Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers.

Pitcairn Group LP (Pitcairn) is a wealth management and holding firm headquartered in Jenkintown, Pennsylvania. Pitcairn was founded in 1923 and provides investment advice and implementation to individuals and their families.

Geewax, Terker, & Co. (GTC) was founded in 1982 by John J. Geewax and is located in Chadds Ford, Pennsylvania. GTC operates as an investment advisory firm and serves individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations.

Founded in 2011, Knott Asset Management LLC is a registered investment advisor located in Cambridge, Massachusetts. The firm is a subsidiary of NPI Capital LP (NPIC), a global asset management firm that acquires equity positions in boutique investment managers. They manage portfolios for institutional and individual clients. In May 2011, Knott Asset Management completed the purchase of Knott Capital Management's separate account and mutual fund investment management business. In conjunction with the purchase, Knott Asset Management merged with Cambridge, Massachusetts-based Vedette Asset Management LLC, an NPIC affiliate that provides investment management and advisory services to institutional and individual clients.

The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries.

Founded in 2007, TCP Global Investment Management LLC is a registered investment advisor located in Radnor, Pennsylvania. The firm is a subsidiary of Trinity Capital Partners LP.

Founded by Charles Knott in 1999, Knott Capital Management is a registered investment advisor located in Exton, Pennsylvania. The firm is also known as CAK Capital Management, Inc. They provide investment management to individuals, foundations, endowments and corporations.