William Duncan Benjes

Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions.

Eventide Asset Management LLC (Eventide) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2008 by Finni Kuruvilla, Jason Myhre, Roben John, David Barksdale and Anil Thomas. Eventide provides portfolio management for registered mutual funds and offers non-discretionary Model Allocations and Models to financial intermediaries such as wrap fee program sponsors.

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.

Cboe Exchange, Inc. provides options exchange services. It trades equity options, security index options, options on exchange traded notes and products, binary options, one-week and quarterly options, long-term equity anticipation securities options, and flexible exchange options. The firm also provides information on various stock and options trading strategies, options trading tools, stock and option quotes and data; and options information and education. Additionally, they offer access to product information, conference notices, portfolio management tools, and educational materials for institutional investors and products and strategies for advisors to protect client’s portfolios. The company was founded in 1973 and is headquartered in Chicago, IL.

The Children's Defense Fund, Inc. provides policies and programs that supports children out of poverty, abuse and neglect. The firm also provides health care, education, moral and spiritual foundation for them. The company was founded by Marian Wright Edelman in 1973 and is headquartered in Washington, DC.

Fenton Communications, Inc. provides public-interest consulting services. The private company is based in New York, NY and has subsidiaries in the United States. The company was founded by David Fenton.

City Year, Inc. offers school-based service and leadership programs. It support students by focusing on attendance, behavior, and course performance through in-class tutoring, mentoring, and after school programs that keep kids in school and on track to graduate. The company was founded by Miuchael Brown, Alan Khazei, Jennifer Eplett Reilly and in 1988 and is headquartered in Boston, MA.

Common Cents New York, Inc. is a non profit organization that provides learning services. It offers primary and secondary education to the youth. The company was founded on February 26, 1991 and is headquartered in New York, NY

CBOE Stock Exchange LLC engages in electronic trading of securities. It trades listed, over-the-counter securities, and exchange traded funds. The company was founded in March, 2007 and is headquartered in Chicago, IL

The Center on Budget & Policy Priorities operates as a nonprofit, nonpartisan research organization and policy institute that conducts research and analysis on a range of government policies and programs. The company was founded by Robert Greenstein in 1981 and is headquartered in Washington, DC.

Bill, Hillary & Chelsea Clinton Foundation engages in the provision of emergency relief services. It focuses on worldwide issues that demand urgent action, solutions and measurable results - global climate change, Human Immune deficiency/ Acquired Immune Deficiency Syndrome in the developing world, childhood obesity and economic opportunity in the United States and economic development in Africa and Latin America. The company was founded by William Jefferson Clinton in September 2005 and is headquartered in New York, NY.

Part of TEB Bancorp, Inc., The Equitable Bank, S.S.B. operates as a state chartered savings bank. The company is based in Milwaukee, WI. Jennifer L. Provancher has been the CEO of the company since 1991.

Griffin Williams Critical Point Management provides management consultancy services. The private company is based in Westerly, RI.

Investment Research Partners LLC (IRP) is an independent, SEC-registered investment advisor headquartered in Lemont, Pennsylvania. The firm was founded by Martin Wildy in 2019. IRP provides well researched investment advisory services to a diverse range of client firms, both big and small.