John G. Bennett

StoneRidge Investment Partners LLC (StoneRidge) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1999 by a team of equity investment professionals formerly with Meridien Investment Co., a division of First Union. Beltraith Capital LLC acquired majority ownership of the firm in 2009. StoneRidge manages institutional assets for public and corporate pension plans as well as Taft Hartley plans, unregistered pooled investment vehicles, corporations and other businesses, state and municipal government entities, insurance companies and foundation clients.

Founded in 2003 by Michael Mara, Valley Forge Capital Advisors, Inc. is a registered investment advisor based in Malvern, Pennsylvania. They manage the MFS Sector Rotational Fund and the PSA Sector Rotational Portfolio.

Radnor Research & Trading Co. LLC (RRT) is an institutional broker/dealer located in Berwyn, Pennsylvania. The firm specializes in effecting low impact, high performance trades for equities, options, ETFs, ADRs and single stock futures. They also provide access to independent, accomplished research that is not widely circulated. RRT offers a variety of commission sharing arrangements including commission recapture, broker/dealer split provisions and soft dollar plans. The firm has expertise in the 28(e) rule. The firm's commission sharing arrangements and soft dollar programs allow their customers to get the maximum benefit from their commission dollars. RRT segregates a portion of commissions to pay soft dollar bills eligible under rule 28(e). Invoices are sent directly to the firm and are paid promptly so that services are never interrupted. The firm provides monthly reports containing all activities and updated balances. They assist customers in meeting open soft and hard dollar bills and provide superior executions by stepping out on a portion of their trades to the paying entity. RRT also accepts step-ins from other broker dealers. The firm utilizes the latest technologies, algorithms and systems to ensure efficient processing of orders, reports and post-trade settlement. Clients can electronically link to their OMS through any FIX compliant line for fast, accurate order and report routing. The firm has access to latest trading algorithms some of which are proprietary to the firm. Radnor subscribes to the Omgeo Oasys/Alert system for accurate trade allocation and current account information which helps eliminate trade settlement failures.

Part of Citco III Ltd., Quaker Securities, Inc. is an institutional brokerage firm. The company is based in Phoenixville, PA.