Joel A. Dykman

Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and as Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed its name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA, NASDAQ: CRARF) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.

Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients.

Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds.

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). The firm was founded in 1894 and formerly known as Key Asset Management, Inc. Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

Thomas White International Ltd. (TWI) is an investment management firm headquartered in Chicago, Illinois. In 2023, they were acquired by Ramirez Asset Management, Inc., ultimately owned by SAR Holdings, Inc. The firm was founded by Thomas S. White in 1992. TWI provides advisory services to pension and profit-sharing plans, investment companies, which include mutual funds, other pooled investment vehicles, state or municipal government entities, foundations, endowments, and charitable organizations, corporations, individuals, and high-net worth individuals, such as their trusts and estates.

Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers.

North Point Portfolio Managers Corp. (North Point) is an independent, SEC-registered investment advisor headquartered in Orange Village, Ohio. Founded in 1999, North Point manages personal, retirement, corporate and endowment investment portfolios on a fee only basis.

Intertech Ci provides electronic security services to organizations. The firm's products include video systems, access control and badging, fire alarm, and nurse call. Its clients include utility companies, professional sports venues, higher education organizations, pharmaceutical companies, public transportation authorities and other government agencies. The company was founded by Christopher J. Wetzel in 2000 and is headquartered in Pittsburgh, PA.

Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company that was established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients.

BNP Paribas Asset Management USA, Inc. (BNPP AM USA) is a registered investment advisor headquartered in New York City. The firm was founded in 1972 as Fischer Francis Trees & Watts, Inc. (FFTW). In 2015, FFTW’s affiliated US registered investment advisor, BNP Paribas Asset Management Inc., was merged into FFTW. FFTW was re-branded as BNP Paribas Asset Management USA, Inc. in 2017. The firm is a wholly-owned subsidiary of BNP Paribas Asset Management USA Holdings, Inc. (BNPP AM), part of International Financial Services division of BNP Paribas (EPA: BNP) (BNPP). BNPP AM USA provides customized investment management services to institutional clients. They also provide non-discretionary investment management activities and/or act as collateral manager for structured products such as CDOs and CLOs.

The Swagelok Co. develops and manufactures fluid system products. Its products include fittings, valves, hoses and flexible tubing, medium and high pressure products, regulators, measurement devices, tubing and tube accessories, filters, cylinders, miniature modular systems, pre-engineered sub-systems, welding systems, and leak detectors, lubricants and sealants. Its services include field engineering, custom solutions, purchasing and procurement, and plant maintenance. The company was founded by Fred A. Lennon in 1947 and is headquartered in Solon, OH.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Rockwood Capital Advisors LLC (Rockwood Capital) is an investment management firm headquartered in St. Louis, Missouri. The firm was founded in 1997 by four founding partners. They were acquired by CCM Partners LP (dba Shelton Capital Management) in 2023. Rockwood Capital provides investment management and advisory services to a diverse group of Public Fund, Taft-Hartley and Corporate clients throughout the US.

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

Ancora Family Wealth Advisors LLC (AFWA) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. Formerly known as Ancora Inverness LLC, the firm was founded by Rick Renner in 2003 as Inverness Investment Group LLC. They are wholly-owned by Inverness Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). AFWA specializes in customized portfolio management for individual investors, high net worth individuals, families, pensions and profit-sharing plans.

Lions Gate Entertainment Inc. produces and distributes film, television, and entertainment content. Its revenues are derived from motion pictures and studio facilities. The company is headquartered in Santa Monica, CA.

The Ohio Society of CPA's operates as an association for Certified Public Accountants.

Associated Trust Co., N.A. (Wisconsin Investment Management) (ATC-IM) is the asset management division of Associated Trust Co., N.A., a trust company headquartered in Green Bay, Wisconsin. The firm is ultimately owned by Associated Ban-Corp (NYSE: ASB). ATC-IM provides investment management, fiduciary, administrative and planning services to a variety of clients.