Jonathan William Cisna

Everence Capital Management, Inc. (Everence) is an insurance firm and SEC-registered investment advisor headquartered in Goshen, Indiana. The firm was founded by the Mennonite Church in 1945 as MMA Capital Management. They are a subsidiary of Everence Holdings, Inc., which is owned by Everence Association, Inc., a fraternal benefit society. Everence provides portfolio management services to the Praxis Mutual Funds.

1st Source Bank operates as a chartered commercial bank. It offers personal banking and electronic services. The company was founded in 1863 and is headquartered in South Bend, IN.

Voya Financial Advisors, Inc. (VFA) is a dually registered investment advisor and broker/dealer headquartered in Windsor, Connecticut. Formerly known as ING Financial Partners, Inc., the firm was founded in 1994 as Washington Square Securities, Inc. They are a subsidiary of Voya Holdings, Inc., which is owned by Voya Financial, Inc. (NYSE: VOYA). VFA provides investment advisory services to individuals (including high net-worth individuals), pension and profit-sharing plans (and plan participants), charitable organizations, corporations and other businesses.

Founded in 1985, Comerica Securities, Inc. is a full-service broker/dealer and registered investment advisor located in Detroit, Michigan. The firm offers debt/fixed-income underwriting, equity underwriting, asset-backed securities, medium-term notes and convertible debt and trust preferred securities. Comerica Securities is a subsidiary of Comerica Investment Services, Inc. Their ultimate parent is Comerica, Inc. (NYSE: CMA). Comerica Securities is a member of FINRA/SIPC.

Founded in 1995 by Eric Schwartz, Cambridge Investment Research, Inc. is an independent broker/dealer located in Fairfield, Iowa. The firm is a subsidiary of Cambridge Investment Group, Inc. They specialize in fee-based advisory solutions. Cambridge Research offers a full array of trading and execution services for their clients. They do not provide any internal research. Cambridge research is registered in 50 states and clears through National Financial Services LLC and Pershing LLC

Holy Cross Health System Corp. provides hospital management services.

Ancora Advisors LLC is a SEC-registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by Richard Barone in 2003 and is a subsidiary of The Ancora Group, Inc., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Ancora Advisors provides customized portfolio management for individual investors, high net worth investors, investment companies (mutual funds), and institutions such as pension/profit sharing plans, corporations, charitable & Not-for-Profit organizations, unions, and other investment advisers.

Charles Schwab Futures, Inc. provides online brokerage services for retail option investors. It specializes in equity options and futures, as well as provides stocks, mutual funds, exchange traded funds, and bonds. The firm offers trading services such as custom order entry screens for options, spreads, covered calls, and stocks, as well as for mutual funds, including contingent order and one-cancels-other order features. The company was founded by Ned W. Bennett, James A. Gray, and David S. Kalt in 2001 and is headquartered in Chicago, IL.

University of Akron provides public research education. Its programs include under graduate studies, graduate studies, international studies, law, and continuing education. The company was founded in 1870 and is headquartered in Akron, OH.

Trinity Health System provides health care services in Eastern Ohio through Trinity Medical Center East and Trinity Medical Center West. It offers patients behavioral medicine services, cardiac and physical rehabilitation, general medical, surgical, and women's health services. The company was founded in 1912 and is headquartered in Steubenville, OH.

Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities).

Avis Industrial Corp. manufactures and supplies automobile parts. It offers welded steel tubing, hydraulic cylinders, forgings, recycling equipment, machine tools, metalworking equipment, locks, automotive assemblies, cranes and excavators, and rough terrain lift trucks. The company was founded in 1919 and is headquartered in Upland, IN.

Founded in 2007, Kayne Anderson Real Estate Advisors is the real estate investment arm of Kayne Anderson Capital Advisors LP. Their ultimate parent is Kayne Anderson Investment Management, Inc. Kayne Anderson is headquartered in Los Angeles, California.

Badger Equipment Co. manufactures earthmoving, railroad and material handling equipment. Its products include 460 Hydro-Scopic, 670 Hydro-Scopic, 1085D Cruz-Air and 1085R- Air. Badger Equipment was founded in 1945 and is headquartered in Winona, MN.

The Pierce Co., Inc. manufactures and distributes automotive components. The company is headquartered in Upland, IN.

North River Capital LLC (Indiana) (North River Capital) is a private equity firm founded in 2008. The firm is headquartered in Fort Wayne, Indiana.

Shepherd Insurance LLC owns and operates insurance agency. It offers business, personal, and benefits. The company was founded by David Shepherd in 1977 and is headquartered in Carmel, IN.

Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services

Sheaff Brock Investment Advisors LLC (Sheaff Brock) is a registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by Dave Gilreath and Ron Brock in 2001 and is a subsidiary of Sheaff Brock Capital Management LLC. Sheaff Brock provides portfolio management services for high net worth individuals.

Zhang Financial LLC is an independent, SEC-registered investment advisor headquartered in Portage, Michigan. The firm was founded by Charles Zhang in 2012. Zhang Financial offers asset management and advisory services to individuals and high net-worth individuals, trusts, estates or charitable organizations, pension and profit sharing plans, and municipal government entities.

MDO Holdings LLC (MDO Holdings) is a venture capital firm founded in 2005 by Michael D. Olander Jr. The firm is headquartered in Raleigh, North Carolina.

High Alpha Capital (High Alpha Capital) is a venture capital subsidiary of High Alpha Studio LLC founded in 2015 by Scott Dorsey, Eric Tobias, Kristian Andersen and Mike Fitzgerald. The firm is headquartered in Indianapolis, Indiana.

Innovative Portfolios LLC is a registered investment adviser headquartered in Indianapolis, Indiana. The firm was founded by David Gilreath and Ronald Brock and is owned by Sheaff Brock Capital Management LLC. Innovative Portfolios offers investment advisory services to registered investment companies (including mutual funds) and Sub-advisor Services to registered investment advisors.

BrightView LLC(Brightview) is a venture capital firm founded in 2014. The firm is headquartered in Cincinnati, Ohio.