Elizabeth C. Kaplan

PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

Mastrapasqua Asset Management, Inc. (dba M Capital Advisors) is a wealth management firm headquartered in Nashville, Tennessee. The firm was founded in 1993 by Frank Mastrapasqua. In 2023, they were acquired by Sequoia Financial Group LLC, a subsidiary of Cohen & Co. Enterprises Ltd. M Capital Advisors provides investment advisory services to individual and institutional clients.

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.

Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients.

The London Company of Virginia LLC (The London Company) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was originally founded in 1994 by Stephen Goddard. In its present state, the firm was formed in 2012 through a corporate reorganization in connection with a minority equity investment made in the firm by LPC London LP, an affiliate of Lincoln Peak Capital. They are a subsidiary of TLC Holdings LLC. The London Company provides discretionary portfolio management services to individuals and institutional investors through separately managed accounts, mutual funds and select channels.

Atlas Brown, Inc. is an independent registered investment advisor headquartered in Louisville, Kentucky. The firm was founded by William “Wayne” Hancock in 2004. Atlas Brown provides investment management solutions combined with their suite of Family Office Services offered primarily to individuals and their families, which includes high net-worth individuals, retirement plans, trusts, estates, charitable organizations, and corporations.

Houchens Industries, Inc. engages in the operation of convenience stores and supermarkets. It also involves in retail groceries and convenience, fence material and distribution, crushed stone aggregates and asphalt paving, tanning supply and juice manufacturing and distribution, health services, quick service restaurant, stock brokerage and financial services, construction, recycling, insurance, and technology development. The company was founded by Ervin Houchens in 1917 and is headquartered in Bowling Green, KY.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

National Grocers Association operates as a national trade association representing the retail and wholesale grocers that comprise the independent sector of the food distribution industry. It represents affiliated associations, manufacturers, and service suppliers, as well as other entrepreneurial companies. The company is headquartered in Arlington, VA.

Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI.

Houchens Warehousing, Inc. operates warehousing and storage facilities. The private company is based in Bowling Green, KY.

Food Giant Supermarkets, Inc. operates a chain of supermarkets. It operates under the names of Food Giant, Piggly Wiggly, Sureway, Mad Butcher, Market Place, Pic and Save, Stewarts Foodliners, IGA and Big Star. Food Giant also owns a couple of Subways, Pizza Pros and Gas Stations. The company was founded in 2004 and is headquartered in Sikeston, MO.

InfoWorks, Inc. provides business and technology consulting services. Its services include healthcare, not-for-profit, manufacturing and financial services. The company was founded by James H. Clayton and Judy Ellzey in January 1997 and is headquartered in Nashville, TN.

The Home of the Innocents, Inc. provides healthcare services to poor children. The company was founded by James Taylor Helm in 1880 and is headquartered in Louisville, KY.

Cardinal Strategic Wealth Guidance LLC (dba Saling Wealth Advisors) is an independent registered investment advisor and wealth management firm headquartered in Louisville, Kentucky. The firm was founded by Eric Saling in 2016. Saling Wealth Advisors provides financial planning, portfolio management, and general consulting services to individuals, trusts, and estates.

General Electric Co. (Investment Company) (GE-IC) is the investment management division of General Electric Co. (GE) (NYSE: GE), a technology and financial services company headquartered in Boston, Massachusetts. GE was founded by Thomas A. Edison in 1892 through merging the Edison General Electric Co. (established in 1878) and the Thomson-Houston Co., another prominent manufacturer of dynamos and electric lights. GE-IC offers financial services and products worldwide for businesses of all sizes, services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans and other financial services.

Houchens Food Group, Inc. provides simple meal solutions, creative recipes, and innovative kitchen hacks to inspire customers. The private company is based in Bowling Green, KY and has subsidiaries in the United States. The company's app allows customers to shop their store on their phone, with options to shop by department.

Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen.

KFC Corp. owns and operates chains of chicken restaurant. It specializes in original recipe, extra crispy, kentucky grilled chicken and original recipe strips with home-style sides, honey BBQ wings and freshly made chicken sandwiches. The company was founded in 1930 and is headquartered in Louisville, KY.

Fund for the Arts supports art organizations. The company is headquartered in , KY.

Browning Oil Co., Inc. operates as a privately-held, family-owned exploration and production company. Its business plan incorporates a combination of exploration, exploitation and reserve acquisitions depending upon the available opportunities and market conditions. The company was founded by William W. Browning in 1974 and is headquartered in Dallas, TX.