Paul Francis Roland

Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.

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.

Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.

NorthCrest Asset Management LLC (NorthCrest) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2021 and is a wholly owned subsidiary of Wealth Enhancement Group LLC (WEG). NorthCrest primarily acts as sub-adviser to Wealth Enhancement Advisory Services LLC (WEAS), a registered investment adviser separates from but affiliated with NorthCrest through common ownership under WEG, to provide investment strategies for the benefit of its clients.

Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY.

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

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.

New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY.

Mary Cariola Children's Center provides residential care to children. It serves children with multiple and complex disabilities. The firm's services include customized plans, day programs, early intervention, residential and transition program, Medicaid services, specialized therapies and adaptive equipment workshop. The company was founded by Mary A. Cariola in 1949 and is headquartered in Rochester, NY.

National Fire Protection Association provides fire, building, electrical and life safety materials. The company was founded in 1896 and is headquartered in Quincy, MA.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Paul, Weiss, Rifkind, Wharton & Garrison LLP operates a law firm. Its practices include mergers and acquisitions, securities, public and private financing, investment funds, private equity, real estate, intellectual property, communications and technology, new media and the Internet, entertainment, employee benefits and executive compensation, personal representation, antitrust, environmental regulation, tax and bankruptcy, and corporate reorganization law. The company was founded in April 1875 is headquartered in New York, NY.

Viking Group, Inc. provides integrated solutions for any fire protection. It offers fire sprinklers, valves and systems, piping systems, steel pipes and fittings, hangers and fasteners, electrical and foam products, FDC equipment, tools and accessories, and dry and preaction systems, as well as sidewall, storage, and pendent sprinklers. The company was founded by Emil Tyden and is headquartered in Hastings, MI.

Grace W.R., Inc. is an American company that specializes in the manufacturing and distribution of synthetic amorphous silica and silicon dioxide.

Minimax Viking GmbH manufactures fire detection and extinguishing systems. The firm specializes in the manufacture and development of fire protection and life safety systems. Its product spectrum encompasses fire detection devices, fire extinguishers, vehicle units, foam equipment, and gas, powder, and water extinguishing systems. The company is headquartered in Bad Oldesloe, Germany.

Heartland Steel Products LLC manufactures steel products. It offers steel manufactured rack products and services through both direct sales and distributor channels. The company was founded in 2008 and is headquartered in Marysville, MI.

Part of Endeavor Global, Inc., Endeavor Detroit is a company that provides grant making services. The company is based in Detroit, MI. Diana Callaghan has been the CEO of the company since 2019.

Senet, Inc. engages in the provision of Internet of Things (IoT) connectivity platforms and services. It offers network-as-a-service, managed network services for IoT, low power wide area network, developer portal, and a suite of LoRaWAN IoT development services. The company was founded by Richard Gibbs and Steve Owens in 2006 and is headquartered in Portsmouth, NH

City Light Capital LLC (City Light Capital) is a venture capital firm founded in 2004 by Josh Cohen and Marc Weill. The firm is headquartered in New York.

Tyden Group Holdings Corp. manufactures security, identification, and electrical utility products. It offers keyed padlock, barcoded seal, surge protection, meter socket, pin stamp, and laser marking product. The company was founded in June 1897 and is headquartered in Atlanta, GA.

TDC Acquisition Holdings, Inc. manufactures ultra wideband products. Its products include hardware, software, rangenet, monostatic radar and Channel Analysis Tool. The company was founded by Larry W. Fullerton in 2010 and and is headquartered in Huntsville, AL.

Sigma XI is a scientific research honor society that supports students and researchers, connects the public with science, and advances the research enterprise. The society is based in Durham, NC, and the CEO is Jamie L. Vernon. The society awards grants to students, hosts conferences, and offers programs such as science cafes and lectureships. Sigma XI also partners with other organizations to promote science communication and diversity in STEM fields.

The Planetary Society is a non-governmental organization that aims to inspire people to explore other worlds and seek other life. The non-profit company is based in Pasadena, CA. With a mission to empower citizens to advance space science and exploration, the organization has an international membership, making it the largest space interest group in the world. Bill Nye serves as the CEO. The organization collaborates with members, volunteers, and partners to cultivate a worldwide movement for space. The company engages experts, decision-makers, influencers, and advocates to harness opportunities. The organization also provides space exploration resources for kids of all ages.

American Society of Mechanical Engineers operates non-profit professional organization that enables collaboration, knowledge sharing and skill development for engineering community. The company was founded in 1880 and is headquartered in New York, NY.

SAE International engages in the designing, manufacturing, operation and maintenance of automobiles, aircraft, space vehicles and commercial vehicles. It focuses on encouraging a lifetime of learning for mobility engineering professionals and setting the standards for industry engineering. The company is headquartered in Troy, MI.

Bausch & Lomb, Inc. develops, manufactures, and markets eye health products. It offers over-the-counter supplements, eye care products, ophthalmic pharmaceuticals, contact lenses, lens care, ophthalmic surgical devices, and instruments. The company was founded by John Jacob Bausch and Henry Lomb in 1853 and is headquartered in Rochester, NY.

Founded in 1985, NatWest Markets Securities, Inc. is a financial services and brokerage firm headquartered in Stamford, Connecticut. The firm is a subsidiary of RBS Holdings USA, Inc. and their ultimate parent is the Royal Bank of Scotland Plc (LSE: RBS). The firm was formerly known as RBS Securities, Inc., RBS Greenwich Capital, and Greenwich Capital Markets, Inc. NatWest is an institutional fixed-income firm that provides a full range of debt capital markets services to both those seeking to raise capital and those seeking to invest it. The firm is an industry leader in the U.S. Treasury, agency and MBS markets and in providing real estate and asset-backed financing to their clients. NatWest also provides futures brokerage services and trade strategies to select clients.

Backyard Farms LLC grows and sells ripened tomatoes. It offers tomatoes on the vine, cocktail tomatoes, and beefsteak tomatoes. The company was founded in February 2004 and is headquartered in Madison, ME.

Harris Moran Seed Co. provides vegetable seeds. The company offers beans, broccoli, cabbage, cauliflower, corn, lettuce, melons, peppers, pumpkins, squash and tomato seeds. The company was founded in 1930 and is headquartered in Modesto, CA.