Lauren Lehman

NewEdge Advisors LLC is a SEC-registered investment advisor headquartered in New Orleans, Louisiana. The firm was founded by Gerald Goss in 1980 and is a subsidiary of NewEdge Capital Group LLC, ultimately owned by EdgeCo Investor Holdings LP. NewEdge Advisors specializes in wrap and non-wrap comprehensive portfolio management, financial planning and consulting, retirement plan consulting, referrals to third-party money managers and, through certain investment adviser representatives (IARs), offers LPL sponsored advisory program services.

SOL Capital Management Co. (SOL Capital) is an independent, SEC-registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Samuel Sandler, Frances J. Odinec and James A. Lynn in 1987. SOL Capital offers investment management services and investment consultation services to US and international high net-worth individuals and corporations, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm manages both discretionary and non-discretionary accounts.

Delta Financial Advisors, Inc. provides investment advice. The private company is based in Kensington, MD.

Blue Heron Capital Management LLC (Blue Heron Capital) is a private equity and venture capital firm founded in 2009 by Tom Benedetti and Andrew Tichenor. The firm is headquartered in Richmond, Virginia.

In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds.