Nancy Reinhard

American Values Investments, Inc. (AVI) is an independent, SEC-registered investment advisor headquartered in Gray, Tennessee. The firm was founded by Carter LeCraw in 1996 as LeCraw Investment Management, Inc. AVI serves as a sub-advisor to other investment advisory firms that provide model equity portfolios for their clients. As a sub-advisor, AVI offers three American Values Portfolio models that each contains only American Values Stocks.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

GE Capital Solutions provides leasing, lending, and capital investment products and services. The company is headquartered in Danbury, CT.

DR Bank operates as a state chartered commercial bank. It provides community with an exceptional combination of competitive banking services and thoughtful personal services. The firm offers conveniences and financial services from a larger bank, with the incredible rates, safety, and personal attention. The company was founded by Robert M. Baylis, David M. Campbell, Kevin P. Conroy, Daniel Dolcetti, Harriette Weiss-Terbell, Peter B. Maglathlin, Michael Joyce Thomas, Charles Hoffman and Spencer J. McIlmurray in 2006 and is headquartered in Darien, CT.

Bankwell Bank is a state chartered commercial bank. It offers resources such as identity protection, privacy and security, and recorder checks. The company was founded in 2013 and is headquartered in New Canaan, CT.

Part of Arrow Financial Corp., Saratoga National Bank & Trust Co. is a financial institution that offers personal and business banking services, including checking and savings accounts, loans, credit cards, and wealth management services. The company is based in Saratoga Springs, NY. The bank is committed to giving back to its communities through volunteering, sponsorships, and donations. It is also licensed to sell insurance in the state through its non-bank subsidiary, Upstate Agency, LLC. David S. DeMarco has been the CEO of the company since 2012.

Part of Arrow Financial Corp., Upstate Agency LLC is a comprehensive insurance provider for personal and business needs. The company is based in Chestertown, NY and has been serving local communities for over 50 years. Upstate Agency offers bundling options for policies, which can save customers up to 15 percent. The CEO of the company is Douglas S. Thorn. Upstate Agency was acquired by Glens Falls National Bank & Trust Co. on February 01, 2011 for $2.70 million.

Customers Bank engages in the provision of commercial and consumer banking services. It offers cash management, commercial and industrial loans, small business loans, commercial and multi-family real estate loans, certificates of deposit, residential mortgages, consumer loans, and savings, checking, and money market accounts. The company is headquartered in Wyomissing, PA.

Cigna Holding Co. engages in the provision of medical, dental, disability, life and accident insurance, and related products and services to businesses, governmental and non-governmental organizations, and individuals, through its subsidiaries. The company was founded in 1981 and is headquartered in Bloomfield, CT.

Part of FinWise Bancorp, FinWise Bank is a state-chartered bank that offers innovative lending solutions to small businesses and individuals. The company is based in Murray, UT, and currently operates one full-service banking location in Sandy, UT. The bank leverages strategic relationships with third-party loan origination platforms, proprietary loan analytics technology, and its seasoned management team to efficiently deliver its services. Kent Landvatter has been the CEO of the company since 2010.

Axiom Bank NA operates as a nationally chartered community bank. It offers retail banking services, including checking, deposit, and money market accounts. It specializes in commercial banking, treasury management services and commercial loans for both real estate and business purposes. The company is headquartered in Orlando, FL.

Mosaic Insurance provides insurance services. The company was founded by Mitch Blaser and is headquartered in Hamilton, Bermuda.

Cavalry Investments LLC purchases consumer receivable portfolios from creditors. The company was founded in 1998 and is headquartered in Hawthorne, NY.

Reddy Ice Holdings, Inc. engages in the manufacture and distribution of packaged ice products. Its products include traditional cubed iced, block ice, and ice calculator. It offers services such as direct store delivery, merchandising equipment, ice factory, emergency management, and industrial cleaning. The company was founded in 1927 and is headquartered in Dallas, TX.

Falconhead Capital LLC (Falconhead Capital) is a private equity firm founded in 1998 by David Moross. The firm is headquartered in New York.

24 Hour Fitness USA Inc. owns and operates fitness centers. It offers personal fitness training programs for its members. Its amenities and services for members and guests include cardio, strength, and functional training equipment with personal viewing screens on select machines; cycle and group X rooms; a gull-sized basketball court; an outdoor lap pool; a whirlpool, steam room, and sauna facility; kids’ club babysitting service for children; a retail shop; and towel services. It also provides aerobic and step, boot camp, cycling, dance, kick boxing, mind and body, senior fitness, strength, water, and Zumba classes. The company was founded in 1983 and is headquartered in San Ramon, CA.

Part of ACME Markets, Inc., Balducci Enterprises, Inc. is a grocery market operator. The company is based in North Olmsted, OH. Balducci Enterprises was acquired by Sutton Place Gourmet, Inc. on May 14, 1999.

McCown De Leeuw & Co (MDC) is a private equity firm founded in 1984. The firm is headquartered in Foster City, California.

Liberty Specialty Markets Bermuda Ltd. engages in the provision of property and casualty insurance services. It provides broker-sourced specialty commercial property and casualty coverage. The company is headquartered in Hamilton, Bermuda.

Ironshore, Inc. engages in the provision of property and casualty insurance services. It caters the construction, energy, financial institutions, healthcare, real estate, and manufacturing industries. The company was founded by Robert Clements and John Clements in December 2006 and is headquartered in Hamilton, Bermuda.

Irving Place Capital Management LP (Irving Place Capital) is a private equity firm founded in 1997 by John David Howard. The firm is headquartered in New York.

Caribbean Financial Group Inc. is a finance services company. It is engaged in offering unsecured personal loans, retail sales finance, and related credit insurance services. The company was founded in December 2006 and is headquartered in Guaynabo, Puerto Rico.

Extreme Fitness, Inc. owns and operates fitness clubs. The company was founded in 1995 and is headquartered in North York, Canada.

Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA.

Culpeper Capital Partners LLC (Culpeper Capital) is a private equity firm founded in 2011 by David E. King. The firm is headquartered in Albany, New York.