Adam A. Waldron

PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.

Founded in 1889, The Bryn Mawr Trust Co. is a wholly-owned subsidiary of the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. The firm is located in Bryn Mawr, Pennsylvania.

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.

Verity & Verity LLC, do-business-as Verity Investment Partners (VIP), is an independent registered investment advisor and wealth management firm headquartered in Beaufort, South Carolina. The firm was co-founded by Will and Paula Verity in 2002. VIP offers a holistic approach to investment management that combines financial planning, investment strategy and ongoing portfolio management. They serve high net worth investors and their families nationwide.

Apricus Wealth LLC is an independent registered investment advisor headquartered in Beaufort. The firm was, South Carolina. The firm was founded by Joseph J. Costigan in 2020. Apricus Wealth offers investment advisory services to individuals, pension and profit-sharing plans or participants, trusts, estates, charitable organizations, corporations, and other business entities.