Dean Halstead

Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Jasper Technologies LLC provides internet of thing services for connected devices, ranging from management and analytics to remote diagnostics and monitoring. The company was founded by Daniel Collins, Amit Gupta, and Jahangir Mohammed in 2004 and is headquartered in San Jose, CA.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.

International Council of Shopping Centers, Inc. serves the global retail real estate industry. Its programs include webinars, global awards program, exhibit, sponsorship and advertising, opportunities. The company was founded in 1957 and is headquartered in New York, NY.

Ivymount School, Inc. conducts programs that are to help children, students, and young adults achieve their development and independence. The firm offers support services to meet the specific and complex learning, therapeutic, and behavioral challenges of students with disabilities whose needs cannot be met in public school systems. The company was founded in 1961 and is headquartered in Rockville, MD.

Trinity Preparatory School of Florida, Inc. is a non-profit organization that operates as an independent secondary school. It offers academics, arts, and athletics. The company was founded by Canon A. Rees Hay in 1966 and is headquartered in Winter Park, FL.

Friends Central School Corp. educates students from nursery through grade 12. It operates middle and upper schools, and the lower school. The company was founded in 1845 and is headquartered in Wynnewood, PA.

Founded in 2020, Concord Asset Management LLC /New/ is a subsidiary of Concord Wealth Holdings LLC. The company is based in Glen Allen, VA. The company offers outsourced chief investment officer (OCIO) services and has developed proprietary investment strategies through a proven and codified diligence process.