APB Retirement delivers focused, turn-key retirement plan solutions and plan administration services for employers of all sizes. We believe that all employers and their employees should have the same or better retirement plan options as those that are typically available to only larger employers. ​ All of our plans are open-architecture in investment offering, meaning that your advisor has maximum flexibility in designing your retirement plan investment line up. APB utilizes leading technology to create effective plan sponsor, plan participant, and plan advisor experiences. Cornerstones of our products and services are: * True open-architecture investment offerings of over 28,000 mutual funds and ETFs. * Revenue sharing neutrality. All revenue sharing is available to offset plan expenses or allocation to participants.* * Our fee structure competes with or beats virtually any other quality provider of retirement plan services. * We work with any plan size including start-up plans. * Unparalleled service delivered by direct access to a dedicated service team. Service the way it should be.

Quantitative Investment Management, LLC is a Virginia-based global investment management firm specializing in alternative investment strategies for institutional and private investors. QIM was founded in 2003 by Jaffray Woodriff, Michael Geismar and Greyson Williams. Our firm develops proprietary frameworks for predicting short- and medium-term price movements for a wide variety of markets. We currently employ numerous quantitative trading models that utilize pattern recognition to predict the global equity and futures markets.

Business Software Consulting Services. Established in 1982. Full-service software consulting company employing long-term permanent staff consultants. Client list includes most medium-large companies and service providers in Maine and Northern New England. Primary technologies covered are IBM midrange (System i/iSeries/AS400 –RPG, EGL, etc.), Microsoft-related (SQL Server, .NET, VB, Crystal Reports, Access, etc.), and Oracle. Functional capabilities include IT Planning, Software Assessment & Selection, Security Auditing and Remediation, High Availability & Contingency Planning, Systems Integration, Application Development, Maintenance, and Support.

Over the last 25 years, The Capital Corporation has established itself as one of the premier middle market investment banking firms in the country. We specialize in navigating our clients through the complicated and time intensive processes of selling their businesses, acquiring other businesses, and/or securing capital. Over the last two decades, we have continuously refined our networks, approach, and skill-sets needed in order to successfully close transactions with companies of this lower-middle market size. Our approach is highly unique. We have assembled the only investment banking team east of the Mississippi who can boast the following attributes: •A top quartile closing rate across hundreds of middle market transactions •One of only six investment banks in United States that is a member of IMAP •A broad network of thousands of buyers/investors, across 30+ different countries •A first-hand understanding of what it is like to own/operate private businesses (given our team’s ownership positions in 30+ companies) •A first-hand understanding of what it is like to be a buyer of private companies (including both financial and strategic buyers) •A high caliber, blue chip investment banking background from a variety of Wall Street firms •An ability to offer our clients specific, industry expertise across 40+ different industries

Celebrating 30 Years of Successfully Partnering with Multinational Firms in Japan EXECUTIVE SEARCH Developing enduring partnerships with our clients to successfully fulfill board, executive and senior specialist search assignments. HUMAN RESOURCE SOLUTIONS Oak Associates provides customized human resources solutions for clients based on local market knowledge and international HR expertise.

Founded in 1992, J.F. Lehman & Company focuses exclusively on investing in the aerospace, defense, maritime, government and environmental industries and companies possessing the unique technical capabilities that originate from operating in these sectors. The firm has offices in New York and Washington, D.C.

Strategic. Objective. Long Term. That's the SOL Capital Difference. SOL is a global - yet independent - wealth management firm based in the United States. With offices in metropolitan Washington DC, New York, Virginia and Israel, SOL provides objective insight and asset management on a global scale. The SOL team is relentlessly committed to providing their clients with a truly universal, yet highly personalized wealth management experience. We strategize globally, but we are invested in you personally. With over thirty years of experience, we strive to stand apart as a firm that our clients trust, not just with their own wealth, but with the wealth of their families. Our commitment to your financial wellbeing is disciplined, comprehensive, and designed to last for generations. When you trust us with your wealth management, you become a part of our family–the SOL family. Connect with us and discover the SOL difference at: www.sol-capital.com.

We are a privately held independent investment advisory firm that works with individuals, families and institutions to provide customized solutions to meet your goals. We currently manage over $1.4 billion in assets for our clients. We hold ourselves accountable for your success.

The professionals at Confluence Financial Partners, cut through the clutter of overly dense explanations and needlessly complex investment options and plans to secure something in rare supply these days: Understanding. We transform complexity into clarity. Your objective is our primary focus. With our experience, we provide you with a clear, concise plan. We believe our fees are fair, reasonable and transparent. We arrive at a clear, concise investment portfolio focused on your goals and objectives.

The University of Virginia Investment Management Company (UVIMCO) provides investment management services for the University of Virginia and its associated organizations in support of UVA’s mission, strategy, and operating goals. UVA’s endowment and other long-term funds are invested in UVIMCO’s Long Term Pool, which is custom-managed for the risk tolerance and endowment spending requirements of the University. Endowed funds serve as a sustainable source of funding that fuel the University’s mission of developing responsible citizen leaders and professionals; advancing, preserving, and disseminating knowledge; and providing world class patient care. UVIMCO actively manages the Long Term Pool in a manner carefully designed to provide substantial and growing stream of income to support UVA, while preserving the purchasing power of its long-term assets for future generations. UVIMCO also manages a Short Term Pool for the University and its associated organizations with near-term liquidity needs. University's consolidated endowment ranks among the five largest endowments for public institutions of higher education and among the twenty largest of all colleges and universities in the United States. Equally important, the endowment-per-student ratio is one of the largest among U.S. public institutions of higher education.

The Hawthorn Group, L.C., is an international public affairs company of senior political and corporate communications specialists. Hawthorn helps solve communications problems – public policy, media, crisis, customer, community, financial and employee – for corporations, associations and non-profit organizations. Based in Alexandria, Virginia, Hawthorn operates a premier national affiliate network of more than 50 regional agencies to provide on-site intelligence and support for its clients. We also maintain access to a national network of campaign professionals who provide experienced “boots-on-the-ground” support when needed. Hawthorn currently represents a diverse group of industry-leading clients, specializing in heavily regulated industries, including beverage, banking, energy, gaming, healthcare, insurance, natural resources, security, and utilities. Masters of the art of advocacy, experienced in key industries, and genuine experts on local markets, Hawthorn is recognized as a leader in the industry: “. . . perhaps the premier independent public affairs consultancy in the nation’s capital… Hawthorn’s approach derives from the fact that most of its senior people are political campaign veterans. They bring to their corporate work a campaign approach that includes a sense of urgency, an ability to draw on a wide range of resources (from advertising to media relations to coalition building), and an emphasis on research.” --The Holmes Report “Clients’ Guide to PR Firms” Among its clients – for some of whom its officers have worked for more than 25 years – Hawthorn has earned a reputation for thinking smarter, working harder, caring more, and meeting the test of producing bottom line results.

Founded in 1994 in Richmond, VA, The London Company is a majority employee-owned firm managing $32B in assets* across the capitalization spectrum. We apply a singular investment approach with a team-based decision-making process. *Includes model program assets (UMA) of $16.0B as of 11/30/2023. Subject to change. This material is not financial advice or an offer to sell any product. The information provided in this report should not be considered a recommendation to purchase or sell any particular security. Past performance is not indicative of future results. By following others on Twitter or LinkedIn, The London Company (“London”) does not make or imply an endorsement. By clicking on links to third-party sites, you will leave London’s page and property. London is not responsible for the content or services offered on linked websites. Use linked websites at your own risk. Carefully review the site's terms of service and privacy rules as they apply to you. Opinions or recommendations on any linked websites are those of independent providers and do not imply a recommendation from London, which is not responsible for inaccuracies or errors. Individuals affiliated with London, and the views and opinions expressed, are their own and are subject to change with market conditions and are not meant as investment advice. The London Company, LLC disclaims any responsibility or liability for any errors, omissions, losses or damages claimed or incurred due to any The London Company's associate's postings on social media.