Dorothy A. Savarese

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.

TDAM USA, Inc. is an investment advisory firm headquartered in New York City. The firm was founded as Waterhouse Asset Management, Inc. in 1995 and do-business-as TD Asset Management. They are a wholly-owned subsidiary of TD Bank US Holding Co., which is wholly-owned by the Toronto-Dominion Bank (NYSE, TSE: TD), a Canadian chartered bank. TDAM USA provides discretionary investment management services to corporations and certain affiliates, such as TDAM and TD Bank, N.A. They also offer services to pension plans, endowments and foundations, but do not directly offer their services to high net-worth or retail clients.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

Rockland Trust Co. is an investment management firm headquartered in Rockland, Massachusetts. The firm was founded in 1907 and is owned by Independent Bank Corp. (Massachusetts) (NASDAQ: INDB). Rockland Trust offers a wide range of investment services to businesses and individuals.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Bright Rock Capital Management LLC (BRCM) is a registered investment advisor headquartered in Hanover, Massachusetts and was founded in 2010. The firm is a subsidiary of Rockland Trust Co. and their ultimate parent is Independent Bank Corp. (NASDAQ: INDB). BRCM offers investment advisory services to the Bright Rock Funds, high-net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

National Association of Addiction Treatment Providers provides addiction treatment services. The firm supports its members by providing clinical and operational resources as well as law and policy advocacy. The firm's service as a convening body brings the industry together to promote collegiality and the dissemination of best practices. The company was founded in 1978 and is headquartered in Denver, CO.

Nantucket Cottage Hospital provides healthcare services. It offers treatment for audiology, arthritis and joint diseases, cancer, cardiology, chemotherapy, dialysis, dermatology, endocrinology and eye care. The company was founded by John S. Grouard and Benjamin Sharp in 1911 and is headquartered in Nantucket, MA.

Santander Bank, NA engages in provision of financial products and services. It offers retail banking, mortgages, corporate banking, cash management, capital markets, trust and wealth management, and insurance. The company was founded in 2013 and is headquartered in Wilmington, DE.

Cape Abilities, Inc. provides services for elderly and persons with disabilities. It offer cape abilities life skills, community based day support program, pre-employment transition, and transportation, residential services. The company was founded in 1968 and is headquartered in Hyannis, MA.

Mathematica Policy Research, Inc. engages in the policy research, data collection, and data analytics. It focuses in areas of disability, early childhood, education, employment, environment, family support, health, international, justice and nutrition. The company is headquartered in Princeton, NJ.

The American Marketing Association operates professional associations for marketers. The company offers services to marketing professionals including best practices and research studies, job resources, publications and directories. Its publications include flagship semi-monthly magazine Marketing News, as well as journal of marketing, journal of public policy and marketing and a variety of newsletters. The company was founded in 1931 and is headquartered in Chicago, IL.

Chadwick Martin Bailey, Inc. engages in market strategy solutions. It offers brand health and positioning, customer journey and loyalty, market strategy, predictive analysis, empact, and social currency. The company was founded by John Martin and Anne Bailey Berman in 1984 and is headquartered in Boston, MA.

Greater Boston Chamber of Commerce is a non profit organization. It offers business community services and programs such as government affairs forums, executive forums, women’s network, city awake, chamber networking group, city to city, and webinars. The company was founded in 1909 and is headquartered in Boston, MA.

Child & Family Services of Newport County operates as a community health centre. The firm serves families and children. The company was founded in 1866 and is headquartered in Middletown, RI.

Tech Goes Home, Inc. is a non-profit organization, which engages in the provision of digital communications, technology, and Internet services. It caters its products to the youth, adults, senior citizens, and people with disabilities. The company was founded in 2000 and is headquartered in Boston, MA.

Partners HealthCare Corp. provides patient care, research, teaching and community services. The company is headquartered in Boston, MA.