Joe Schultz

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions.

American Century Cos., Inc. provides investment advisory, management, and administrative services. The company was founded by James Stowers Jr. in 1958 and is headquartered in Kansas, MO.

American Century Capital Portfolios, Inc. operates as an open-end management investment company, which engages in achieving long-term capital growth and income. The company was founded on November 23, 1994 and is headquartered in Kansas City, Missouri.

South Jersey Gas Co. engages in the distribution and transmission of natural gas. It serves services to industrial, commercial, and government consumer. The company was founded in 1948 and is headquartered in Folsom, NJ.

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.

Cohen Klingenstein LLC (CK) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by George Cohen, Thomas Klingenstein and Richard Marks in 1981 as Cohen, Klingenstein & Marks, Inc. CK manages securities portfolios and serves as an investment adviser for individuals, corporations, trusts, foundations, corporate profit-sharing plans, individual retirement accounts, charitable organizations and private investment funds, which include the CK Diversified Fund LLC, a Delaware limited liability company.

The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Part of Ameriprise Financial, Inc., RiverSource Distributors, Inc. offers a range of solutions for businesses, from employee benefits to transition planning. The company is based in Minneapolis, MN. The company's focus is on providing strong and flexible investment strategies through their RiverSource annuities. William Frederick Truscott has been the CEO of the company since 2006.

American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO.

National Endowment For Financial Education provides financial education. The firm offers financials education and practical information to people at all financial levels including youth and adult financial education resources, training tools from the classroom to the work place, research and consumer surveys. The company was founded in 1974 and is headquartered in Denver, CO.

Boston Financial, Inc. is a private company that specializes in low income housing tax credits syndication. Boston Financial was founded in 1969 and acquired by ORIX Corporation USA in 2016. The company is based in Boston, MA and has subsidiaries in the United States. The company manages a portfolio of almost 1,800 properties worth $16.20 billion. The company's vision is to create a future where everyone has a home, one investment at a time.

Mannington Mills, Inc. engages in manufacturing flooring sheet for residential and commercial use. It offers vinyl, luxury vinyl, laminate, and hardwood sheets, commercial carpet and rubber. The company was founded by John Boston Campbell, Neil L. Campbell, and Kenneth Campbell in 1915 and is headquartered in Salem, NJ.

Cantor Fitzgerald LP provides brokerage services. It offers capital market, investment banking and portfolio business services. The company was founded in 1945 and is headquartered in New York, NY.

Part of South Jersey Industries, Inc., South Jersey Energy Solutions LLC provides heating, cooling, HVAC, and plumbing services in Hammonton and nearby areas. The American company employs experienced technicians to provide top-notch home boiler service and repair, as well as hot water heater service, repair, replacement, and installation. Additionally, the cooling professionals at Geisel are available to handle all air conditioning service needs. Contact South Jersey Energy Service Plus for a free estimate and expert services.

Marina Energy LLC distributes natural gas. The company was founded in 2001 and is headquartered in Folsom, NJ.

Part of South Jersey Industries, Inc., South Jersey Resources Group LLC is a company that distributes natural gas. The company is based in Bedford, TX.

South Jersey Energy Service Plus LLC provides heating, ventilation and air conditioning and plumbing solutions. The firm also provides installation services. The company is headquartered in Hammonton, NJ.

The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY.

Mercy Investment Program, Inc. operates as a non-profit organization. The company is headquartered in Orwigsburg, PA.

Precidian Investments LLC designs and develops financial products and tools for the mutual fund industry. It specializes in product development, trading, clearance, sales, technology, and securities law. The company was founded in 2004 and is headquartered in Bedminster, NJ.

Star Mountain Fund Management LLC (Star Mountain) is a private equity firm founded in 2010 by Brett A. Hickey. The firm is headquartered in New York.

American Century ETF Trust seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the underlying index. The fund’s investment objective is a non fundamental investment policy and may be changed by the Board of Trustees without approval by shareholders upon 60 days’ prior notice to shareholders. American Century ETF Trust is headquartered in Kansas City, MO.

BioMed Valley Discoveries, Inc. is a biotechnology company that develops therapies for cancer, inflammation, and infectious disease. The private company is based in Kansas City, MO. The company was founded by Saurabh Saha.

South Jersey Energy Co. operates as an industrial and commercial energy provider. It offers energy management services, including lighting, HVAC retrofit, energy assessment, energy shield assurance, and spike protection program to commercial and industrial facilities. The company is headquartered in Folsom, NJ.