Timothy Francis Shanahan

SEI LLC provides sales and customer service. It offers retail technology support and customer care. The company is headquartered in Grand Forks, ND.

Volition Capital LLC (Volition Capital) is a venture capital & private equity firm founded in 2010 by Larry Cheng, Roger Hurwitz, Geraldine Alias, Sean Cantwell and Rob Ketterson. The firm is headquartered in Boston, Massachusetts.

Delphi Management, Inc. (Delphi) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Brookline, Massachusetts. The firm was founded by Scott M. Black in 1980. Delphi provides investment management services to institutions (such as pension and retirement plans, endowments an investment companies) and high net-worth individuals and trusts on a discretionary basis.

Part of Capital Guardian Holding LLC, Capital Guardian LLC provides financial advisory services. The company is based in Belmont, NC. The CEO of the company is David Alan Boyer.

Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients.

Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies.

Part of Capital Guardian Holding LLC, Capital Guardian Wealth Management LLC is a company that provides investment advice. The company is based in Belmont, NC.

Perquest, Inc. provides online payroll and employer services. The company was founded by David E. Kahn in 2001 and is headquartered in Dublin, CA.

Businessolver.com, Inc. provides market-changing benefits administration technology support services. Its products and services include benefits administration, which includes enrolment and eligibility, billing and financial reporting, total population health management and benefits reporting and analytics; and core product services which includes employee services, service center, COBRA services and flex spending administration. The company was founded by Jon Shanahan and Sean Patrick McMurray in 1998 and is headquartered in West Des Moines, IA.

Accel-KKR LLC (Accel-KKR) is a private equity firm founded in 2000 by Thomas Barnds. The firm is headquartered in Menlo Park, California.

American Immigration Lawyers Association (AILA) is a national bar association of over 16,000 attorneys who practice and teach immigration law. The non-profit company is based in Washington. AILA's CLE Center is a resource for identifying jurisdiction requirements, learning about approved formats, including new on-demand options, and finding related resources for programs.

The Pennsylvania Bar Association is an association for lawyers and law students. The private company is based in Harrisburg, PA.

Cavalier Investments LLC (do-business-as Adaptive Investments) is a SEC-registered investment advisor headquartered in Alpharetta, Goergia. The firm was founded by Greg Rutherford in 2015 and is owned by Cavalier16, Inc. Adaptive Investments provides discretionary investment advisory services through open-end mutual funds that focus on capital appreciation, income, downside protection and real return.

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).

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Rehmann Capital Advisory Group LLC, do-business-as Rehmann Financial, is a SEC-registered investment advisor headquartered in Lansing, Michigan. The firm was founded in 2001 and is a subsidiary of Rehmann Financial Group LLC, which is owned by Rehmann LLC. Rehmann Financial provides financial planning and investment advisory services to individual clients, as well as trusts, endowments, qualified retirement plan sponsors, and business entities.

Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles.

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.

NYSE Euronext operates financial markets and provides trading solutions. It offers an array of products and services in cash equities, futures, options, swaps, exchange-traded products, bonds, clearing operations, market data, commercial technology solutions and carbon trading, all designed to meet the evolving needs of investors, issuers, financial institutions and market participants. The company was founded by Jean-François Théodore in 2007 and is headquartered in New York, NY.

Boston Medical Center provides healthcare services. It provides a spectrum of pediatric and adult care services from primary to family medicine specialty care. The hospital is established in July 1996 and is headquartered in Boston, MA

NYSE Liffe US LLC operates as US futures exchange of NYSE Euronext, which engages in the provision of access to a liquid marketplace and trading in precious metal futures and options, stock index futures based on foreign and domestic MSCI indices. The company was founded in 2008 and is headquartered in Nyack, NY.

Cranston Print Works Co., Inc. provides textile printing services. The company was founded in 1807 and is headquartered in Cranston, RI.

The Rhode Island Foundation operates as a community and philanthropic organization. The company was founded by Jesse H. Metcalf in 1916 and is headquartered in Providence, RI.

The Preservation Society of Newport County is a non-profit organization which protects and preserves architectural heritages. It provides tours such Beneath The Breakers, Servant Life, Personal, Group, and Audio. It also exhibits Marble House, The Elms, Rosecliff, and Chepstow. The organization was founded in 1888 and is headquartered in Newport, RI.