Mike Lombardi

Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits.

Burke & Herbert Bank & Trust Co. (BHT) is the investment management subsidiary of Burke & Herbert Bank & Trust Co. (Virginia) (OTCMKTS: BHRB). The firm is headquartered in Alexandria and has branches throughout the State. Founded in 1852 by the Burke and Herbert families, BHT provides investment advisory services to individuals, families and businesses in the Northern Virginia area.

Swift Run Capital Management LLC (SRCM) is a SEC-registered investment advisor and hedge fund manager headquartered in Charlottesville, Virginia. The firm was founded in 2003 and is a subsidiary of SCRM Holdings LLC, ultimately owned by Mullen Familyco LLC. SRCM provides portfolio management services for “Qualified Clients” through separately managed accounts.

The Wolf Group provides advertising services. The private company is based in Dallas, TX and has subsidiaries in China.

Argy, Wiltse & Robinson PC provides public accounting services. It offers tax, accounting, and business consulting services. The company is headquartered in McLean, VA.

PA Capital LLC (PA Capital) is a private equity subsidiary of New York Life Investments Alternatives LLC founded in 1997 by Louis William Moelchert. The firm is headquartered in Richmond, Virginia.

T-Solutions, Inc. provides business consulting services. It provides maintenance engineering, logistics and management worldwide to both commercial and government clients. It offers defense, security, maintenance engineering and business transformation. The company was founded in 2002 and is headquartered in Chesapeake, VA.

VII, Inc. provides management consulting services. It offers engineering services. The company was founded by Chuck Vollmer and is headquartered in Vienna, VA.

Experis US, Inc. provides staffing services. The company was founded in 1995 and is headquartered in Milwaukee, WI.

Northpond Ventures LLC (Northpond Ventures) is a venture capital firm founded in 2018 by Sharon Kedar and Michael Pinchas Rubin. The firm is headquartered in Maryland.

Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022.

The McHenry Management Group, Inc. provides engineering and project management services. Its services include systems engineering, industrial operations and logistics support, and life cycle management. The company was founded by Michael C. McHenry and is headquartered in Chesapeake, VA.