David D. Lidster

Old Point National Bank of Phoebus provides personal and business banking products and services. Its personal banking products and services comprise checking and savings accounts, credit cards, investments, private banking and personal online banking. The company was founded in 1922 and is headquartered in Hampton, VA.

McRae Capital Management, Inc. (McRae Capital) is an independent investment counseling firm headquartered in Morristown, New Jersey. The firm was founded by Rod McRae in 1981. McRae Capital manages investment portfolios for affluent individuals and families, private foundations and institutions..

Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts.

TSP Capital Management Group LLC (TSP) is an independent registered investment advisor headquartered in Summit, New Jersey. The firm was founded by Thomas S. Paluck in 2004. TSP provides customized services to individuals, pension and profit-sharing plans, trusts, charitable organizations and business entities.

Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.

Pl Capital LLC provides investment services. The private company is based in Morristown, NJ. The company was founded by Richard J. Lashley, John William Palmer.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Alleghany Insurance Holdings LLC (Invt Port) (Alleghany) is the investment portfolio division of Alleghany Insurance Holdings LLC, an insurance firm headquartered in New York City. They are ultimately owned by Alleghany Corp. (NYSE: Y). Alleghany provides property and casualty reinsurance and insurance to various clients.

Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach.

iconectiv LLC engages in the provision of mobile, broadband, and enterprise software and services. It offers network and operations management; numbering; registry; messaging; and fraud and identity solutions. Its platforms include TruNumber, TruOps, and TruReach. The company was founded in 1984 and is headquartered in Bridgewater, NJ.

McElroy, Deutsch, Mulvaney & Carpenter LLP is a law firm that was founded in 1983. The private company is based in Morristown, NJ. The firm is composed of skilled legal professionals who provide high-quality work in various disciplines at reasonable rates. The firm's experienced business lawyers have a deep understanding of the issues and dynamics of the industries they serve.

Lakeland Bank provides banking services. It operates regional commercial lending centers. its services includes personal, business, financial planning, and mortgages. The company was founded by Bob Nicholson, John Fredericks and Bruce Bohuny in 1969 and is headquartered in Oak Ridge, NJ.

Excell Partners Inc (Excell Partners) is a venture capital subsidiary of State of New York founded in 2005. The firm is headquartered in Rochester, New York.

ConnectOne Bank provides financial products and services. It offers cover personal and business accounts, mortgage, consumer and business loans, and home equity line. The company was founded by Frank Sorrentino in 2005 and is headquartered in Englewood Cliffs, NJ.