Frank Todd Ingraham

River Wealth Advisors LLC (River Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in Camp Hill, Pennsylvania. The firm was founded by Robert E. Caplan and Edward B. O'Gorman in 2014. They are owned by River Wealth Holdings LLC, which is principally owned by RWA Legacy Partners LLC. River Wealth provides advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and businesses.

Coho Partners Ltd. (Coho) is an independent, SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Peter Thompson and Lisa Moneymaker in 1999. They provide continuous investment advice and investment management services to, among others, institutional and individual clients. Coho is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels.

Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients.

BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors.

Factory LLC (Factory) is a venture capital firm founded in 2018 by Richard C. Thompson. The firm is headquartered in Bethlehem, Pennsylvania.