Willowbridge Associates Inc. is an asset management company that seeks to deliver long-term capital appreciation investment strategies to clients. The firm was established in 1988 by Mr. Philip Yang and trades across discretionary global macro, systematic, and equity based strategies. The firm’s proprietary investment research and dynamic, integrated risk management framework enable it to manage portfolios on behalf of sophisticated investors. The firm is headquartered in New Jersey.

The Concord Advisory Group, Ltd. is an independently owned investment consulting firm with over $35 billion in assets under advisory. Established in 1988 Concord provides objective investment consulting services including; investment policy development, asset allocation studies, investment manager searches, on-going manager due diligence, and cost analysis. Concords clients include mid-size corporations, foundations, endowments, healthcare, and religious organizations. Located in Princeton, NJ Concord currently employs 32 associates consisting of investment consultants, analysts, research associates and administrative personnel. Concord provides strategic advice to institutions that want to improve the results of their investment programs. Our consulting services empower organization’s internal staff, investment committee and board members to become more efficient. Our consultants help clients navigate the complexities of today’s investment markets. Superior knowledge and experience allows our staff to engineer forward-looking investment strategies. Exceptional investment programs do not happen by accident. They require the fusion of sound governance, strategy and execution. Concord accepts no compensation from financial institutions. The only product we sell is non-conflicted professional advice.

CAXTON ALTERNATIVE MANAGEMENT LP is an investment banking company based out of 731 ALEXANDER RD, Princeton, New Jersey, United States.

Since 1986, Mount Lucas Management has provided innovative investments to institutional and high-net-worth investors. We offer clients a range of investment products that include actively managed strategies and proprietary passive indices. Our long-term tenure in the investment industry attests to our commitment to diversification, liquidity, risk management, and transparency. Mount Lucas offers three distinct investment strategies: • Our global macro strategy, MLM Macro-Peak™, combines quantitative and discretionary trading across the world’s major asset classes. • Our diversified futures index strategy, the MLM Index™, is both an investable index and a widely recognized benchmark for managed futures performance. • Our large cap equity strategy, MLM Focused Equity™, uses value and momentum criteria to select S&P 500 stocks. Since 1986, Mount Lucas Management LP has provided innovative alternative investment strategies to institutional and high-net-worth investors that enhance and diversify traditional investments. Our strategies differ in terms of their asset class participation, investment approach, return objective, and risk threshold. Within each strategy, we offer customized funds and programs that directly target the needs and objectives of our clients.

Edgestream Partners, L.P. ("Edgestream"​) is devoted to institutional investment management in an ever-changing world. We focus on quantitative methods and liquid financial instruments across the globe. Edgestream is in the business (since 2003) of fully-systematic absolute-return investment management, now principally for institutional clients. Mathematical models guide trading within a diversified portfolio of domestic and international liquid financial instruments. Edgestream is registered with the United States Securities and Exchange Commission as an Investment Advisor, the Commodity Futures Trading Commission as a Commodity Pool Operator and a Commodity Trading Advisor, and is a member of the National Futures Association. Edgestream is also a member of the Managed Funds Association.

Roundview Capital is an independent, fee-based investment management and advisory firm for high net worth families and institutions located in Princeton, New Jersey.

Neal Systems is a provider of instrumentation and automation to the process industrial world. We are a unique hybrid of manufacturer's representative and solution provider, with the ability to commission, calibrate, install, integrate, program, and service the equipment we provide. Our industries of focus are oil/gas, industrial gas, chemical / petrochemical, water / wastewater, food / beverage, pharm/biotech, heat treat, electric utility industries. Our areas of expertise include the following areas: - Industrial process measurements (temperature, pressure, flow, level, liquid analytical) - Hazardous area electrical protection (intrinsically safe, purging, and explosion proof) - Vibration monitoring and rotary machinery protection - Gas leak and flame detection for toxic, flammable, and asphyxiant gases - Control hardware (control valves, regulators, electric heat power controllers) - Controllers and control systems - Data acquisition and reporting - Industrial wireless, Ethernet networking, and cybersecurity - Industrial Displays, HMIs, and process interfaces - Storage Tank Safety Hardware and Level Measurements Founded in 1986, NSI headquarters is located in Newtown, PA, with sales throughout the US. We pride ourselves in top-notch technical expertise coupled with great customer service.

BRENDON PIERSON, INC., has been working with individuals and businesses for over 30 years. We are committed to being life-long partners with our clients in their quest to reach their financial goals. Each of our staff members has extensive personal and professional experience and hold various professional designations. Brendon Pierson is licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap toward a more secure financial future. While developing a customized financial program, we will walk you through a step-by-step process that will help you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services. BRENDON PIERSON, INC., services include: •Investment management* •Educational planning •Retirement strategies* •Estate conservation •Tax planning •Insurance and annuity products+ •Financial statement preparation •Business Exit Strategies •Payroll, Timekeeping & Human Resource Management Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.Avantaxwealthmanagement.com/socia_policy/for more information.

Founded in 2011, Fusion Capital Management provides the technology that fits your process, the marketing that fits your value, the investment solutions that fit your clients, and the operations that fit your needs. ​ What We Do: We provide end to end support for IARs and RIAs. We have over 75 direct advisors and institutional clients (RIAs) with more than 300 advisors and over 2500 agents. Our technology allows advisors to grow their firm efficiently, without having to commit more time, human resources, or outside support to their firm. We put the advisors’ growth potential back in their own hands. How We Do It: Our proprietary platform, Fusion Elements, offers advisors and RIAs "Operational Edge"​. We provide a semi-structured framework for practice management based on our best practice guides, but allow advisors and RIAs to customize these to fit their specific processes and needs. You are at the wheel, but we provide the best navigational route. This allows the advisor to truly own their success while eliminating the need to “Re-invent” the business process wheel. Fusion Elements can connect with over 750 different applications, giving advisors the flexibility to define their own process, but the structure to use that process efficiently. Why We're Different: Our goal is to create technology that advisors will actually want to use. Our simplified, centralized, and intuitive interface is designed to significantly reduce the learning curve required in leveraging technologies like Money Guide Pro, Orion, AdvisoryWorld and Fusion Elements. In addition, Fusion Elements automatically helps advisors integrate and leverage their CRM, Cloud Storage, Proposal and Marketing Tools as part of their overall business practice. Advisors can think of Fusion Elements as the Operating System or “glue” - bringing all of those silos of information together as a single, cohesive practice management tool.

About Buckman, Buckman & Reid, Inc. Buckman, Buckman & Reid, Inc. founded in 1988 by H. John Buckman and John Reid to provide value added investment advice and execution services based on the Golden Rule — "do unto others as you would have others do unto you". We provide "small company" care and service coupled with "large firm" product diversity and financial protection. These founding tenets are instilled in all our employees and form the basis for how we operate today and how we will operate tomorrow. On our website, clients are able to view their accounts online, obtain quotes, research reports and charts on most equity securities and mutual funds. Our Investment Executives are not pressured to sell in-house or proprietary products and receive no added compensation to sell one product versus another. Their primary motivation is to employ the appropriate investment strategy for each individual client — one at a time. Individual attention for individuals — it just makes sense to us. We encourage our customers to visit for a personal consultation on any aspect of the services we provide, from developing a complex estate strategy to planning for educating children or grandchildren. Buckman, Buckman & Reid, Inc. is a registered Broker/Dealer and a member of the Financial Industry Regulatory Authority (FINRA), Municipal Securities Rule Making Board (MSRB) and the Securities Investor Protection Corporation (SIPC). Our home office is located in Little Silver, New Jersey. We presently have clients in forty five states and the District of Columbia.

Innovative Benefit Planning is an employee benefit planning and financial services company that combines innovation with integrity for companies across the United States. Our people and experience, coupled with sound financial services, have helped thousands of organizations and their employees achieve their employee benefit planning goals and more.

As consultants to organizations across the United States, Newport Capital Group offers total retirement solution services for all types of plans including but not limited to; defined contribution, defined benefit, 403(b) plans, non-qualified and endowments. We are completely independent in our approach and therefore have no allegiance to any investment products. Newport Capital Group is a Registered Investment Advisor (RIA) with the SEC under the Investment Advisor Act of 1940. We are held to a fiduciary standard, and must act in the best interest of our clients. Our undivided client loyalty allows Newport Capital Group to serve in a fiduciary capacity, the highest standard of care available under law. Registration with the SEC or with any state securities authority does not imply a certain level of skill or training.