Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions and intelligence. By establishing the connections between people’s daily financial decisions and long-term financial goals, Envestnet empowers them to make better sense of their finances and live an Intelligent Financial Life™. With $5T in platform assets – approximately 106,000 advisors, 16 of the 20 largest U.S. banks, 47 of the 50 largest wealth management and brokerage firms, more than 500 of the largest RIAs, and thousands of companies, depend on Envestnet technology and services to help drive better outcomes for their businesses and for their clients. Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). For more information, please visit www.envestnet.com, and follow us on LinkedIn and Twitter (@ENVintel). Social Media Disclosure: www.envestnet.com/social-media-disclosure Privacy Policy: https://www.envestnet.com/privacy

Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries — handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, visit chathamfinancial.com. Financial risk management advisory | Interest rate, foreign currency, and commodity hedging | Hedging execution and processing | Hedge accounting | Derivative and debt valuation | Derivatives regulatory compliance | ISDA review and negotiation | Defeasance and yield maintenance | Debt and derivatives analytics | Financial risk management technology

Stevens Capital Management LP (“SCM”) is a quantitative hedge fund manager specializing in the rigorous development and disciplined implementation of empirically based trading strategies. We employ a variety of statistical methods and techniques using our robust technology and data infrastructure. We operate a 24 hour low-latency global operation trading liquid futures contracts, currencies and equities, using automated proprietary execution algorithms. Our flagship fund has been in business for more than 30 years. SCM actively seeks candidates for career opportunities in quantitative financial research and C++ development. Important Disclosures: Stevens Capital Management LP (“SCM”) has no control over third party sites such as LinkedIn. You should review the terms of use and policies of LinkedIn. The information presented in this profile is for recruitment or employment purposes only. Under no circumstances should any material on this profile be used or considered as an offer or solicitation of any potential clients or investors for any investment funds managed by SCM. No material listed in this profile is or should be construed as investment advice, nor is anything in this profile an offer of solicitation to buy, hold, or sell any security or other instrument. Material on this profile is not provided in a fiduciary capacity. SCM does not have editorial control over the people, including employees, that link to this page. SCM does not accept endorsements or recommendations. Although users may follow this account, this should not be interpreted as a testimonial regarding any experience with SCM. SCM reserves the right to amend these terms at any time.

Gardner Russo & Quinn LLC is an investment management company based out of 223 E Chestnut St, Lancaster, Pennsylvania, United States.

We Are Stewards of Capital in all respects, for a limited number of families. We deliver the superior fiduciary and investment solutions that are necessary to preserve purchasing power across generations. We view these solutions as mutually dependent and reinforcing: Investment success is a key fiduciary goal, and the stability of trusteeship is a key enabler of investment success. We are currently responsible for approximately $10 billion of client capital. Organization: Brandywine Trust Group, LLC - Governance Brandywine Trust Company, LLC - Trusteeship, Planning & Administration Brandywine Group Advisors, Inc. - Investment Management Pleasantville Tax Services, Inc. - Tax Advice & Return Preparation Contact: Brandywine Trust Company, LLC 7234 Lancaster Pike, Hockessin, Delaware 19707 Telephone: (302) 234-5750 Brandywine Group Advisors, Inc. 501 Madison Avenue, New York, New York 10022 Telephone: (212) 319-2700 [email protected]

PetroChoice is an innovative solution focused lubricant distributor. Assisting our customers in lowering their total cost of ownership through proactive lubrication solutions is our specialty. We have a holistic approach to lubrication, and seek to discover areas of enhancement to promote increased Safety, Savings, and Sustainability. By focusing on the lubrication circuit as a whole, we help ensure that our customers have the correct lubrication product, that it stays clean and dry, and the proper monitoring techniques are put in place to hold the gains. We are excited to deliver profitability to organizations throughout our markets, whatever the application.

DENTAL MANAGEMENT STRATEGIES, L.L.C. is a company based out of 17480 DALLAS PKWY STE 213, DALLAS, Texas, United States.

Lovell Minnick Partners (“LMP”) invests in growth-oriented companies. We partner with founders and leadership teams to accelerate value creation through organic growth and strategic acquisitions, positioning their businesses for long-term, sustainable success. We leverage our deep sector experience and broad network of strategic advisors to identify and execute multiple strategic levers to drive transformational growth. Since our inception in 1999, we have raised approximately $4.75 billion of committed capital, invested in over 50 companies and completed over 175 add-on acquisitions. LMP targets growth-oriented, middle-market companies in the financial services, financial technology and business services sectors. To learn more about our partnership approach, sector expertise, investment criteria and experienced team, please visit our website at www.LMPartners.com.

Mondrian Investment Partners Limited is an independent, employee-owned, international, value-oriented investment manager with offices in London, Philadelphia and Singapore. Founded in 1990, we have a diverse global client base investing for corporations, public and private pension plans, endowments, foundations, and individual investors in a broad range of strategies and vehicles. © 2023 Mondrian Investment Partners Limited is authorized and regulated by the Financial Conduct Authority – FRN 149507 For more information & important disclosures please visit our main site http://www.mondrian.com or http://www.mondrian.com/mutualfunds/. Click below to view Mondrian's social media policy. https://www.mondrian.com/wp-content/uploads/2022/06/Social-Media-Policy_Apr19-WEB.pdf

Emerald Advisers, LLC is a multi-billion dollar asset management firm providing research-based portfolio management. Emerald demonstrates an ongoing commitment to “The Five P’s”, Philosophy, Process, People, Performance, Persistence, which have remained a growing part of our corporate culture since Emerald’s founding in 1992. We are a results-driven entrepreneurial organization that believes in research-driven active management. Research is the cornerstone of our firm. What separates us from other asset management firms is our proprietary 10-Step Research Process and our team of experienced investment professionals. Team Emerald consists of talented, hard-working individuals who average over 20 years’ experience in the investment industry. We rely on our principles and people to guide how we interact with each other, our clients, and the communities where we work.

Conestoga invests in new technologies, helping its customers on the path to decarbonization, and curates an intentional product portfolio — including byproducts of our renewable alcohol manufacturing — to develop sustainable solutions for sustained growth.