Leonard D. Dahlberg

Nobel Learning Communities, Inc. provides private education to preschools, elementary, and middle schools. It also operates as an accredited private online school, offering programs for students in kindergarten through twelfth grade. The firm also offers summer camp programs including sports and games, swimming, field trips, arts and crafts, science, and nature. The company was founded in 1984 and is headquartered in West Chester, PA.

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.

Cooke & Bieler LP is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. Founded in 1949, the firm provides portfolio management services to corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, high net worth and other individuals, registered mutual funds, pooled investment vehicles, corporations or other business entities, municipalities, and insurance companies, among others.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Blue Bell Private Wealth Management LLC (Blue Bell) is an independent registered investment advisory and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded by J. J. Scott Miller, Scott Miller Jr.and Justin Capetola in 2005. Blue Bell provides discretionary and non-discretionary investment management services to individuals, high net worth individuals, pension and profit-sharing plans, corporations, business entities, trusts, estates, and other investment advisers.

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.

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.

Baldwin Investment Management LLC (Baldwin) is a SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Peter Havens in 1999 and is wholly owned by Baldwin Management LLC. Baldwin provides investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans.

Vantage Specialties, Inc. manufactures chemicals and industrial cleaning agents. It offers fuel & oilfield products, natural oils, waxes, emulsifiers, esters, and fire retardants. The company was founded in 1981 and is headquartered in Chicago, IL.

Simon Lever LLC provides public accountants and business advisory services. It offers accounting and auditing, tax compliance and tax consulting, business valuation, employee benefits, payroll services, quickbooks, sales tax, estate planning, succession planning, and business consulting. The company was founded by Simon Lever and Johanna Lever in January 1951 and is headquartered in Lancaster, PA.

Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012.

Philadelphia Investment Partners LLC (PIP) is an independent, SEC-registered investment advisor headquartered in Voorhees, New Jersey. The firm was founded by Peter C. Zeuli in 1999. PIP manages investment advisory accounts for individual and institutional clients.

Main Line Health, Inc. provides health care services. Its services include pediatric emergency medicine, orthopedic surgery and orthopedics, bariatric and weight loss surgery, breast cancer program, neurosurgery, urology, obstetrics and gynecology and maternity, vascular surgery, emergency medicine, cardiology, pediatrics, maternity, neurovascular care, general surgery, primary care, trauma centers, imaging and diagnostic radiology. The company was founded in 1985 and is headquartered in Bryn Mawr, PA.

Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives.

Episcopal Community Services has continued to meet the changing needs of the Philadelphia community for nearly 140 years. Its mission is to empower vulnerable individuals and families by providing high-quality social and educational services that affirm human dignity and promote social justice. ECS services help people of all faiths improve their own lives and gain the skills they need to be self-sufficient. Current programs include: Foster care for abused and neglected children Home care services for frail elderly persons Shelter for homeless women and their children After-school youth development programs and teen workshops on Saturdays Permanent housing for homeless families Adult literacy and GED classes ECS offers an array of human service programs for vulnerable individuals and families of all faiths. The ECS approach is strength-based and client-centered. In the coming year, ECS programs will serve more than 2,000 children, youth and adults. Funding is provided by government contracts, foundation grants and support of parishes and individuals. ECS is blessed to have an endowment built by generations of Episcopalians, the income of which covers overhead costs, so 100% of every contributed dollar goes directly to services. A gift to ECS is your faith in action. Episcopal Community Services is a 501(c)(3) nonprofit organization, contributions to which are tax-deductable to the fullest extent permitted by law.

Lankenau Institute for Medical Research operates as a non-profit biomedical research centre. It provides human health and well being through technology development and the training to the next generation of scientists and physicians. The company was founded in 1917 and is headquartered Wynnewood, PA.

NewSquare Capital LLC (NewSquare) is an independent, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. Founded in 2010, NewSquare provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, Taft Hartley plans, Trusts, estates, charitable institutions, corporations, foundations, and endowments.

The Bryn Mawr Trust Co. (Investment Management) (BMT-IM) is the investment management division of The Bryn Mawr Trust Co., a corporate trustee and fiduciary headquartered in Bryn Mawr, Pennsylvania. They are a subsidiary of WSFS Financial Corp. (NASDAQ: WSFS). BMT-IM offers a wide range of services which includes financial planning and advice, investment management, trust, estate and retirement planning, tax planning, family office services, banking services and institutional trust services to individuals, families, business owners, law firms and corporations.