Michael Hadden

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

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.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP.

Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.

Cupertino Electric, Inc. provides electrical and data infrastructure services. The firm provides electrical contracting services to industries in the commercial and institutional construction market. The industry consists of commercial and institutional buildings which includes office buildings, schools, hospitals, stores, hotels, and public warehouses. The company was founded by Gene Ravizza and Pete Kraljev in 1954 and is headquartered in San Jose, CA.

TaxACT, Inc. provides income tax preparation software. It specializes in business, personal, professional tax software and state tax returns. The company was founded by Lance G. Dunn in 1998 and is headquartered in Cedar Rapids, IA.

TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

The Clayton Group, Inc. manages risk for loan related assets. The private company is based in Shelton, CT.

Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE.

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.

Clayton Fixed Income Services, Inc. provides technology and services for credit risk management. Serving the fixed-income securities market, the company's offerings are designed to manage credit risk, perform custom analytics, and track investments. It also offers consulting services for individuals and securities servicers. The company is located in Denver, CO.

State Street Corp. (Fund Distributor) is a fund distributor located in Boston. The firm is a subsidiary of State Street Corp. ((NYSE: STT)

Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities.

Part of Russell Investment Management LLC, Russell Investments is a Seattle-based investment management partner that is devoted to improving people's financial security. The American company manages investments for large institutions, advisors, and individuals. Russell Investments offers overlay services to reduce risk and access opportunities through a derivative trading overlay. The company's specialists share insights on current challenges and ideas on solutions that could support portfolios for whatever lies ahead. The company's quarterly Economic & Market Review helps explain portfolio performance in light of recent market events.

Russell Investments US Institutional Holdco, Inc. engages in the provision of asset management services. The company was founded on November 10, 2016 and is headquartered in Seattle, WA.

Clayton Holdings, Inc. provides risk analysis, loss mitigation and operational solutions to the mortgage industry. Its services encompass analytics, residential and commercial loan due diligence, consulting, credit risk management and surveillance, independent pricing, specialized loan servicing and staffing solutions. The company was founded by Steven L. Cohen in 1989 and it is headquartered Tampa, FL.

American Access Care LLC provides management services including billing and collection services for healthcare practitioners. The company was founded by Raymond D. Figueroa in 2001 and is headquartered in Glen Rock, PA.

Zoominfo LLC engages in the provision of marketing and sales intelligence platform. It offers sales leadership, sales development, marketing and demand generation; sales and marketing operations; and recruiting. The company was founded by Henry L. Schuck and Kirk N. Brown in 2007 and is headquartered in Vancouver, WA.

Part of TA Associates Management LP, WEG Consolidated LLC is a company that provides investment services. The company is based in Boston, MA.

Russell Investments UK Midco Ltd. was founded in 2016 and is based in London, UK. The British company is dedicated to improving retirement outcomes for defined contribution plan participants by employing best practices in plan design, investments, and implementation. The private company offers investment solutions, including top-ranked model portfolios and mutual funds, which are designed to improve investors' financial security. Russell Investments manages investments for large institutions, advisors, and individuals, and is devoted to improving financial security for people.

Part of Russell Investments Group Ltd., Emerald Acquisition Ltd. is a British company that specializes in advanced botox® training and dermal filler applications. The company is based in London, UK. The company offers specialized botox® training courses that provide enhanced training into advanced methods of facial rejuvenation. Additionally, they are 2021 business ambassadors for Operation Smile. The company also offers an advanced masterclass lip filler course to learn lip augmentation in an intensive environment from Acquisition Aesthetics expert surgical trainers.

Founded in 2016, Russell Investments UK Blocker Ltd. is a company that provides investment services. The company is based in London, UK and is part of Russell Investments Group Ltd.