Scott T. Burgess

LMI Holdings, Inc. operates as a holding company for Lebanon Mutual Insurance that provides property and casualty insurance services. Its insurance products are marketed to businesses and individual property holders through a network of over 150 independent producers in Pennsylvania. The company was founded in December 17, 2007 and is headquartered in Lancaster, PA.

PS Bank operates as an independent community bank. The firm’s services include mobile & online banking, visa debit card, mortgages, rates, loans & credit cards, checking, savings & CSs, individual retirement account (IRA), business accounts, business lending, business services, retirement plans and municipal banking. The company was founded on December 14, 1914 and is headquartered in Wyalusing, PA.

Penn Treaty American Corp. operates as an investment holding company with interests in insurance services. It operates through its subsidiaries, which provide long term care insurance in the United States. Its policies cover all levels of nursing home care and home healthcare, and are designed to make the administration of claims quick and sensitive to the needs of policyholders. The company was founded on May 13, 1965 and is headquartered in Frisco, TX.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Veruna, Inc. engages in the provision of modern agency management system to the insurance industry. It platform includes sales management, client management, accounting platform,and flexibility and mobility. The company was founded by Jon Lincoln and is headquartered in Hopkinton, MA .

Cypress Group Holdings, Inc. provides property and casualty insurance services. The company is headquartered in Jacksonville, FL.

Equalnet Communications Corp. is a long-distance telephone company that provides services to generally smaller commercial and residential accounts nationwide. The subsidiaries of the company are Netco Acquisition Corp. the owner of nine switches located in major U.S. cities, USC Telecom, Inc. formed to acquire the assets purchased from SA Telecommunications, Inc., ACMI Acquisition Corp., a multilevel marketing company that primarily sells prepaid calling cards and 1+ long distance services formed to acquire certain assets of LIMIT LLC and Intelesis Acquisition Corp., which was formed in connection with the proposed acquisition of The Intelesis Group Inc. The company was founded on January 20, 1995 and is headquartered in Houston, TX.

Navisite LLC engages in the provision of modern managed cloud services. It offers application, database, cloud, and infrastructure services; data analytics; cloud marketplaces; and security and compliance. It caters the following industries: business services, education, energy and utilities, healthcare, financial, manufacturing, and retail. The company is headquartered in Andover, MA.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

Lanx, Inc. develops medical devices for spinal surgery. The company was founded by Michael C. Fulton and Jeffrey J. Thramann on December 28, 2007 and is headquartered in Broomfield, CO.

Part of The Toronto-Dominion Bank, Associated Insurance Management, Inc. is a company that provides employee and executive benefit consulting services. The company is based in Haddonfield, NJ. Associated Insurance Management was acquired by Commerce Banc Insurance Services, Inc. on October 06, 1997.

Taylor Packing Co., Inc. supplies beef cuts, offal and hides for the wholesale, foodservice and retail food-manufacturing industries in the U.S. and overseas. It operates slaughtering, processing, grinding and case-ready facilities in Pennsylvania and Wisconsin. The company was founded by J.V. Taylor in 1940 and is headquartered in Wyalusing, PA.

Windsor-Mount Joy Mutual Insurance Co. provides fire, marine, and casualty insurance. Its coverage include homeowners, manufactured home, tenant, condominium, dwelling fire, farmowners, ocean marine, general liability, inland marine, and auto physical damage. The company was founded on August 4, 1844 and is headquartered in Ephrata, PA.

Windsor Mount Joy Mutual Insurance Co. (Investment Portfolio) (Windsor-IP) is the investment portfolio division of Windsor Mount Joy Mutual Insurance Co., an insurance company headquartered in Ephrata, Pennsylvania. The firm offers a variety of insurance products. Windsor-IP manages the client’s investment portfolio.

JunHe Law Office provides legal services. The private company is based in Jianguomenbei, China.

Keystone Agency Partners provides financial security, autonomy, and resources. It focuses on partnering with independent insurance agencies. The company is headquartered in Harrisburg, PA.

KBS, Inc. provides commercial and heavy construction services. The firm provides construction management, design, and preconstruction services. It also provides historical renovation and multi-facility maintenance services. The company's projects include office buildings, hotels, schools, museums and entertainment complexes. The company was founded by Bill Paulette in 1975 and is headquartered in Richmond, VA.

Penn National Holding Corp. provides insurance services. It offers discount and savings, home and auto insurance services. The company was founded in 1919 and is headquartered in Harrisburg, PA.

Unity Financial Life Insurance Co. provides funeral funding products and services. The firm sells life insurance policies to fund funerals before the insured is deceased. Its policies are marketed through funeral homes, estate planners and eldercare attorneys. The company was founded in 1964 and is headquartered in Cincinnati, OH.

Part of Penn Treaty American Corp., American Independent Network Insurance Co. of New York is a company that was placed in liquidation by the Commonwealth Court of Pennsylvania in 2017, along with Penn Treaty Network America Insurance Company and American Network Insurance Company. The company is based in Elmira, NY. The company's website provides information about the liquidation process and documents related to the rehabilitation of Penn Treaty and American Network. William Walter Hunt has been the CEO of the company since 2002.

Sanders Morris Harris LLC (SMH) is an SEC-registered broker-dealer and member FINRA, SIPC, located in Houston, Texas. The firm is also an SEC-registered investment advisor. SMH was formed in January 2000 as the result of a merger between Sanders Morris Mundy, Inc. and Harris Webb & Garrison, Inc. The firm is now wholly-owned by Summer Wealth Management LLC. The ultimate principal owners of Summer Wealth Management, LLC are Lee Equity Partners LLC and The Edelman Financial Center, Inc. through intermediaries. SMH provides provides brokerage, asset management and similar services to individuals, high net-worth individuals, pension and profit sharing plans, trusts, estates, and corporations and other business entities.