Andrew Kevin Jones

The Vanguard Group, Inc. (VGI) is an independent 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 the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Boyd Watterson Asset Management LLC (Boyd Watterson) is a registered investment advisor headquartered in Cleveland, Ohio. The firm was founded in 1928 and is a wholly-owned subsidiary of Boyd Watterson Holding Co., ultimately held by Boyd-TAMCO Holdings LLC. Boyd Watterson manages assets for individuals, businesses, pension plans, insurance companies, hedge funds, mutual funds and state and municipal government entities.

Part of Monex Group, Inc., TradeStation Securities, Inc. is a licensed securities broker-dealer and a registered futures commission merchant. The company is based in Fort Lauderdale, FL. TradeStation Securities offers a full suite of advanced trading technology, online brokerage services, and education. The company's technology subsidiary, TradeStation Technologies, Inc., develops and offers strategy trading software tools and subscription services, and hosts the TradingApp® store. TradeStation Securities provides a premier investing experience for the trader on the go, with their mobile trading app. The company also offers a futures options trading platform, allowing traders to identify and seize market opportunities with advanced trading technology. Customers can trade stocks, ETFs, options, or futures online.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Milliken & Co., Inc. provides chemical, floor covering and performance materials. Its products include carpet cleaner recall, chemicals, protective fabrics, industrial and specialty textiles and composites. The company was founded by Seth Milliken and William Deering in 1865 and is headquartered in Spartanburg, SC.

Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives.

The Phi Beta Kappa Society operates as an organization for liberal arts and science education. The non-profit company is based in Washington.

Zui.com, Inc. offers online games. It provides online action, sports, puzzle and flash games. The firm sends weekly updates that inform about children activities through online for parents and teachers. The company was founded by Clifford T. Boro, Vidar Vignisson, Thomas C. Broadhead and William von Reis in 2006 and is headquartered in San Diego, CA.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

Lipper Advisory Services, Inc. is an independent, SEC-registered investment advisor headquartered in Summit, New Jersey. The firm was founded by A. Michael Lipper in 1981. Lipper Advisory Services provides investment advisory and consulting services to retirement plan fiduciaries, trustees of tax-exempt foundations and endowments, charitable organizations, corporations, insurance companies and wealthy families and individuals.

Einstein Industries, Inc. provides business solutions for cosmetic dentists, plastic surgeons, and other cash-pay healthcare professionals. It offers copywriting, web application development, online directories, consulting, publishing, hosting, and web-based email services. The company was founded by Robert C. Silkey and is headquartered in San Diego, CA.

Part of Rithm Capital Corp., Resurgent Capital Services LP is an American company that provides credit services. Resurgent Capital Services was acquired by NewRez LLC on March 03, 2014.

Located 20 miles west of Boston in Southborough, Massachusetts, The New England Center for Children (NECC) is a private, nonprofit organization serving children with autism and other related disabilities Since its founding in 1975, The New England Center For Children has remained true to its original mission: providing state-of-the-art education and individualized treatment, with care and with respect, for children with autism and other related disabilities.

Jetsetter, Inc. provides online travel arrangement services. It is a community of travelers that provides members with insider access, expert knowledge and exclusive deals on the world's greatest vacations. The company was founded by Andrew Patterson in September 2009 and is headquartered in New York, NY.

Butterfly Effects LLC provides applied behavior analysis therapy to children on the autism spectrum. Its services include adult and elderly care, pediatric and adult rehabilitation, babysitting, professional development training and supervision. The firm also operates specialty clinics with focus on speech and language disorders, development delay, toileting and dyslexia therapy programs. The company was founded by Michael B. Penman in 2004 and is headquartered in Deerfield Beach, FL.

Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.

Cornerstone Advisory LLP is a SEC-registered investment advisor headquartered in Hunt Valley, Maryland. The firm was founded in 2006 by Donald Huber Jr. and Thomas Biddison III. They are a subsidiary of Chesapeake Advisory Group LLC. Cornerstone Advisory offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, business entities, and a private pooled investment vehicle.

Estimize, Inc. operates as an open financial estimates platform. It allows individuals and professionals to share analysis in an open and transparent. The firm's data helps to independent analysts, investors and students. The company was founded by Leigh Drogen, Brian Smith and Matthew Jording in May 2011 and is headquartered in New York, NY.

Part of United Community Banks, Inc., FinTrust Brokerage Services LLC is a financial advisory firm based in Greenville, SC. The company's credentialed professionals handle personal, corporate, and institutional planning.

Cornerstone Wealth Group LLC (Cornerstone Wealth) is a SEC-registered investment advisor headquartered in Huntersville, North Carolina. The firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Cornerstone Wealth provides individuals and other types of clients with a wide array of investment advisory services.