Daniel Edwin Gass

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

NLG Capital, Inc. is a registered investment advisor headquartered in Birmingham, Alabama. It was founded in 1968 and formerly known as Sentinel Asset Management, Inc. They became NLG Capital, Inc. in 2022. The firm is wholly-owned by NLV Financial Corp., which is a wholly-owned subsidiary of National Life Holding Co. NLG Capital offers discretionary investment advisory services to various types of institutional clients, focusing on fixed income investments.

Champlain Investment Partners LLC (CIP) is a SEC-registered investment advisor headquartered in Burlington, Vermont. The firm was founded by Scott Brayman, Judith O’Connell, Wendy Nunez, and Mary Michel in 2004. They are a subsidiary of CIP Management Holdings LP. CIP provides investment advice to investment companies, pooled investment vehicles, corporate and public pension plans, health care and religious organizations, endowments and foundations, Taft-Harley plans, colleges and universities, family offices, private banks and corporations and other businesses.

Concord International Investments Group LP provides investment advice. The firm manages the wealth of individuals, families, foundations and institution. It specializes in portfolio management, investment strategy, corporate finance and strategic planning. The company was founded in 1988 and is headquartered in New York, NY.

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

Part of Nassau Reinsurance LLC, New London Trust is an American company that provides non-deposit trust facilities. New London Trust was acquired by Phoenix Home Life Insurance Co. from Sun Life Assurance Company of Canada on April 13, 1999.

Dartmouth-Hitchcock operates as non-profitable health organization. It offers cancer, cardiology and heart surgery, gastroenterology, geriatrics, neurology and neurosurgery, gynecology, nephrology, orthopedics, pulmonology, rheumatology and urology care services. The company was founded in 1893 and is headquartered in Lebanon, NH.

National Life Insurance Co. provides insurance, annuity, and investment services to individuals, families, and businesses. It offers life insurance, living benefits, mutual funds, qualified and non-qualified plans, business continuation and transition, and retirement plans. The company was founded in 1848 and is headquartered in Montpelier, VT.