Joseph W. Rebl

Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives.

Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012.

NewSquare Capital LLC (NewSquare) is an independent, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. Founded in 2010, NewSquare provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, Taft Hartley plans, Trusts, estates, charitable institutions, corporations, foundations, and endowments.

Blue Bell Private Wealth Management LLC (Blue Bell) is an independent registered investment advisory and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded by J. J. Scott Miller, Scott Miller Jr.and Justin Capetola in 2005. Blue Bell provides discretionary and non-discretionary investment management services to individuals, high net worth individuals, pension and profit-sharing plans, corporations, business entities, trusts, estates, and other investment advisers.

Dixon Ticonderoga Co. manufactures writing instruments, art materials, and office products. It offers pencil products, markers, and white board products. The company was founded in 1795 and is headquartered in Lake Mary, FL.

Cooke & Bieler LP is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. Founded in 1949, the firm provides portfolio management services to corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, high net worth and other individuals, registered mutual funds, pooled investment vehicles, corporations or other business entities, municipalities, and insurance companies, among others.

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.

Episcopal Community Services has continued to meet the changing needs of the Philadelphia community for nearly 140 years. Its mission is to empower vulnerable individuals and families by providing high-quality social and educational services that affirm human dignity and promote social justice. ECS services help people of all faiths improve their own lives and gain the skills they need to be self-sufficient. Current programs include: Foster care for abused and neglected children Home care services for frail elderly persons Shelter for homeless women and their children After-school youth development programs and teen workshops on Saturdays Permanent housing for homeless families Adult literacy and GED classes ECS offers an array of human service programs for vulnerable individuals and families of all faiths. The ECS approach is strength-based and client-centered. In the coming year, ECS programs will serve more than 2,000 children, youth and adults. Funding is provided by government contracts, foundation grants and support of parishes and individuals. ECS is blessed to have an endowment built by generations of Episcopalians, the income of which covers overhead costs, so 100% of every contributed dollar goes directly to services. A gift to ECS is your faith in action. Episcopal Community Services is a 501(c)(3) nonprofit organization, contributions to which are tax-deductable to the fullest extent permitted by law.