Sam McFall

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

DePrince, Race & Zollo, Inc. (DRZ) is an independent, SEC-registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 1995 by Gregory DePrince, John Race and Victor Zollo. DRZ provides customized investment management services to institutional clients such as trusts, charitable organizations, investment companies, pension and profit-sharing plans, corporations or business entities, endowments, foundations, and private funds.

Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations.

SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Interactive Financial Advisors, Inc. (IFA) is a SEC-registered investment advisor headquartered in New Lenox, Illinois. The firm was founded by Richard L. Peterbok in 2003 and is a subsidiary of Organizamerica. IFA offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations.

Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities.

Watt Fuel Cell Corp. engages in the development and manufacture of Solid Oxide Fuel Cell (?SOFC?) stacks and systems. It offers a ceramic based micro-tubular SOFC (Solid Oxide Fuel Cell) that operates at high temperatures enabling operations on commercial fuels. The company was founded by Caine Finnerty, Paul DeWald, Wenhua Huang and Sarah DeWald in 2010 and is headquartered in Mount Pleasant, PA.

CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities.

Part of Lehman Brothers Holdings, Inc., Milestone Capital Management is a company that provides investment advisory services. The company is based in Yonkers, NY. The company was founded by Jeffrey R. Hanson.

Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Cold Bore Technology, Inc. provides data acquisition services The firm specializes in digital downhole acoustic monitoring, the digitization of the surface frac spread, and digital adjacent well monitoring. It provide a digital twin visible on handheld devices on location and real-time access to frac data back at your head quarters. The company was founded by Brett Chell and is headquartered in Calgary, Canada.

Rice Drilling B LLC is a business company with interests in natural gas and oil companies. The firm acquires, explores, and develops natural gas and oil properties in the Appalachian Basin. It offers services through its subsidiaries Rice Drilling C LLC, Rice Drilling D LLC, RDB Real Estate Holdings LLC, and Blue Tiger Oilfield Services LLC. The company was founded on February 14, 2008 and is headquartered in Canonsburg, PA.

Rice Energy LP produces oil and gas exploration services. The company was founded by Daniel J. Rice III in 2005 and is headquartered in Canonsburg, PA.

Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients.

Rice Investment Group (Rice Investment Group) is a private equity firm founded in 2018 by Daniel Joseph Rice. The firm is headquartered in Carnegie, Pennsylvania.

Stellifi Venture Capital LLC (Stellifi Venture Capital) is a venture capital firm founded in 2021 by Matt McDonnell. The firm is headquartered in Austin, Texas.

Old Three Hundred Capital LLC (OTH Capital) is a real estate and venture investment firm. The firm is founded by William Gottfried, Paolo Boero and Nicholas Yarnall in 2014. The firm is headquartered in Austin, Texas.

Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients.

Qualus Corp. provides engineering and technical field services. The private company is based in Lake Mary, FL and has subsidiaries in the United States. The CEO of the company is Hisham Mahmoud Abdel Fattah Mahmoud.

Qualus Power Services Corp. provides electric power engineering and field services through its wholly-owned subsidiaries, CE Power and Power Grid Engineering. The company is headquartered in Cincinnati, OH.

Power Grid Engineering LLC provides engineering services. Its services include relay protection and control, substation engineering, generation interconnect, planning and system studies and power systm training. The company was founded by Michael J. Wright William Durie and Andre Uribe in 2007 and is headquartered in Lake Mary, FL.

Flint Hill School operates as an independent, coeducational, college-preparatory day school for grades TK-12. The company was founded by Don Niklason in 1956 and is headquartered in Oakton, VA.

Naples Global Advisors LLC (NGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Naples, Florida. The firm was founded in 2011 by Michael Morris and John Suddeth, Jr. NGA provides discretionary investment management services to individuals, high net-worth individuals, retirement accounts (principally IRAs), corporations, trustees, and charitable organizations.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Diavik Diamond Mines (2012), Inc. operates and explores diamond mines. Its operations include mining, dikes, processing, infrastructure, ice road and exploration. The company was founded in 1996 and is headquartered in Yellowknife, Canada.