Dan Guy

Gadsden LLC is a SEC-registered investment advisor headquartered in Wayne, Pennsylvania. The firm was founded in 2017 and is a subsidiary of Gadsden Group Holdings LLC. Gadsden manages the Gadsden Dynamic Multi-Asset ETF (CBOE: GDMA), an actively managed fund designed to serve as either a multi-asset core or an alternative allocation for client's portfolio.

West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities.

Protiviti, Inc. provides global business consulting and internal auditing. It offers business performance improvement, data management and advanced analytics, digital transformation, forensic, internal audit and financial advisory, managed business services, risk and compliance, technology consulting, and transaction services. The company was founded in May 2002 and is headquartered in Menlo Park, CA.

AQR Capital Management LLC (AQR) is a SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded by Clifford Asness, David Kabiller, and John Liew in 1998. They are a wholly-owned subsidiary of AQR Capital Management Holdings LLC and their ultimate parent is Affiliated Managers Group, Inc. (NYSE: AMG). AQR provides investment management services to institutional clients through managed accounts. Their investors may include investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, sovereign wealth funds and foreign official institutions, corporations or other businesses entities.

Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe.

Ethos Financial Group LLC (Ethos) is an independent, SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by James "Jim” Judge IV in 2022. Ethos offers wealth management services to individual and institutional clients through model asset allocation portfolios.

JPMorgan Chase Bank, NA provides commercial banking services. It offers investment banking, merchant services, and institutional asset management services. The company is headquartered in New York, NY.

Founded in 1985, Green Street Advisors LLC is a SEC-registered investment advisor and broker/dealer located in Newport Beach, California. The firm is affiliated with Green Street Investors and is a subsidiary of Green Street Holdings, Inc. Green Street Advisors' research concentrates on publicly-traded real estate securities including REITs and other publicly-traded real estate companies. The firm provides insight, advice and service to a variety of clients worldwide who seek thorough, timely analysis on private and public commercial real estate markets. Green Street Advisors' clients use their research at the macro, sector, market and company levels to improve their decision-making in many aspects of the real estate capital allocation process.

Artesian Water Co., Inc. provides water, wastewater, and engineering services. The firm serves residential, commercial, government, developers, and contract customers. The company was founded by Aaron K. Taylor in 1905 and is headquartered in Newark, DE.

Credit Association Orda Credit LLP provides intermediary financial services. The private company is based in Shymkent, Kazakhstan.