Dan Aerni

Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.

Chemung Canal Trust Co. is a commercial and consumer banking and trust services firm located in Elmira, NY. The firm is a subsidiary of Chemung Financial Corp. (OTC BB: CHMG). Chemung Canal Trust Co. has offered trust and investment services since 1903. They provide services to individuals and institutions including colleges, museums, foundations and other charitable organizations.

Liberty Mutual Insurance Co. provides auto, home and life insurance services. The firm offers insurance for personal automobile, workers compensation, homeowners, commercial multiple peril, commercial automobile, general liability, global specialty, group disability, assumed reinsurance, fire and surety. The company was founded on July 1, 1912 and is headquartered in Boston, MA.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

XL Bermuda Ltd. provides insurance products and services. The firm offers property catastrophe, life, marine and aerospace insurance products. The company was founded on August 7, 1998 and is headquartered in Hamilton, Bermuda.

D'Arcangelo & Co. LLP operates accounting firm. It provides auditing and assurance, business consulting, business valuations, and tax services. The company was founded in 1950 and is headquartered in Rome, NY.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

Stout Risius Ross, Inc. engages in the provision of financial advisory services. It specializes in investment banking, valuation and financial opinions, and dispute advisory and forensic services. It offers services such as mergers and acquisitions, private market financings, distressed transaction advisory, fairness opinions and solvency opinions, securities and value analytics, succession and shareholder planning, real estate valuation, bankruptcy related valuation, antitrust disputes, commercial disputes, family law valuation, and fraud and forensic services. The company was founded by Craige L. Stout in 1991 and is headquartered in Chicago, IL.

Bristol-Myers Squibb Pharma Research Labs LLC researches and develops drugs and related pharmaceutical products. The company is headquartered in San Diego, CA

P&G Hair Care Holding, Inc. produces and distributes hair color and hair care products. Its products include hair spray, shampoo, conditioner and hair styling items. Its brands include Herbal Essences, Nice 'n Easy, Hydrience, Ultress, Natural Instincts, Loving Care and Balsam Color. The company is headquartered in Stamford, CT.

Part of The Walt Disney Co., Classic Sports Network offers sports programming on its cable network. The company is based in New York, NY. The company was founded by Stephen D. Greenberg. Classic Sports Network was acquired by The Walt Disney Co. on March 11, 1998.

The Bancorp Bank engages in the provision of commercial and retail banking services and related other banking services including private label banking, health savings accounts, stored value prepaid debit cards, and merchant card processing to both regional and national markets. The firm also offers fintech solutions, institutional banking, commercial lending, and real estate bridge lending. The company was founded by Betsy Z. Cohen on December 30, 1999 and is headquartered in Sioux Falls, SD.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation.

KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH.

The Leukemia & Lymphoma Society, Inc. operates as the world's largest voluntary health organization dedicated to funding blood cancer research, education and patient services. The firm provides treatment for , lymphoma, Hodgkin's disease and myeloma, and improve the quality of life of patients and their families. It identifies and funds the most promising blood cancer research projects and forges partnerships with academic institutions, biotechnology and pharmaceutical companies to accelerate the development of new therapies. The company is headquartered in Rye Brook, NY.

Nephila Capital Ltd. is an alternative investment manager headquartered in Hamilton, Bermuda. Formerly known as Willis Asset Management LLC, the firm was co-founded in 1997 by William Franklin “Frank” Majors and Gregory "Greg” Hagood. They are a subsidiary of Nephila Holdings Ltd., owned by Markel Group, Inc. (NYSE: MKL) in the US. Nephila Capital specializes in catastrophe risk and weather risk investments for sophisticated institutional and high net worth clients.

The Lincoln Electric Co. designs, develops, and manufactures arc welding products, robotic welding systems, and plasma and oxyfuel cutting equipment. The firm's products include welders, wire feeders, welding consumables, fume extraction systems, guns and torches, fixed table systems, and electrodes, gas and medical equipment and accessories. It also provides welder and generator for construction contractors, maintenance crews, farmers, and ranchers. The company was founded by John C. Lincoln in 1895 and is headquartered in Cleveland, OH.

Greater Cleveland Sports Commission is a non-profit organization governed by a group of trustees representing private, public and non-profit institutions. It offers an array of services and assistance including sponsorship, event management, marketing, graphic design, merchandising, media relations, facility and site selection, volunteer recruitment and management, and fundraising. The organization was founded in 2000 and is headquartered in Cleveland, OH.

Rev1 Ventures (Rev1 Ventures) is a venture capital firm founded in 2003. The firm is headquartered in Columbus, Ohio.

Founded in 2006, Catastrophe Reinsurance Co. is a property/casualty insurance company located in San Antonio, Texas.

Part of Lincoln Electric Holdings, Inc., Lincoln Electric Company of Canada LP is a Canadian company that provides training systems for welding learners to advance their proficiency in welding. The company is based in Toronto, Canada. The company offers equipment, electrodes, welding training systems, curriculum, and resources to help welders hone their skills faster and for less money. With a century of involvement in welding training, research, instruction, participation in industry groups, code development, and support of educator, trade, and youth organizations, Lincoln Electric Company of Canada offers the industry's most comprehensive group of resources available for the welding education market today.

Part of Lincoln Electric Holdings, Inc., Weartech International Ltd. is a British company that manufactures hardfacing electrodes. The company is based in London, UK. Founded in 2000.

Private Advisor Group LLC (PAG) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded by John Hyland and Patrick Sullivan in 2010 and formerly known as Morristown Financial Group. They are principally owned by PAG Holdings LLC, ultimately held by PAG Legacy Partners LLC. PAG offers a variety of discretionary and/or non-discretionary investment advisory services on a wrap or non-wrap fee basis to individuals, business entities, trusts, estates and charitable organizations.

Invirsa, Inc. provides medical services. The company was founded by Robert Shalwitz on November 24, 2014 and is headquartered in Bexley, OH.

The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).