Shawn S. Serfass

The State of Pennsylvania Employees' Retirement System (SERS) is a government-owned pension fund management firm headquartered in Harrisburg, Pennsylvania. The firm was founded in 1923 by the Pennsylvania State Employees' Retirement Code. SERS manages retirement plans for public sector employees.

Fenimore Asset Management, Inc. (Fenimore) is an independent, SEC-registered investment advisor headquartered in Cobleskill, New York. The firm was founded by Thomas O. Putnam in 1974. Fenimore provides investment advisory services on a discretionary basis to (1) registered investment companies; (2) separately managed investment advisory accounts for individuals, corporations, trusts, pension and profit-sharing plans and non-profit organizations, engaged directly or through certain wrap fee programs; and (3) a privately placed pooled investment vehicle. Investors in the Private Fund include a variety of high-net-worth individuals and institutional investors.

InScope Corp. provides workforce management solutions. Its products include competency modeling tools and job model libraries. The firm offers competency development, succession planning, human resources planning, training, and employee recruitment solutions. The company was founded by Paul Storfer and is headquartered in Purchase, NY.

Gallagher Fiduciary Advisors LLC (Gallagher) is a SEC-registered investment advisor headquartered in Rolling Meadows, Illinois. The firm was founded in 2008 and is a subsidiary of Gallagher Benefit Services, Inc., ultimately owned by Arthur J. Gallagher & Co. (NYSE: AJG). Gallagher provides retirement, investment advice/consulting and decision-making to institutional investors, which include public and private sector employee benefit plans (including multiemployer plans), charitable institutions, foundations, endowments, labor organizations, state or municipal government entities, hospitals, non-profit organizations, private trusts, corporations or business entities, and individuals.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Bollman Hat Co. designs, manufacturers, and distributes men's, women's, and children's headwear and accessories. Its brands include Bailey, Betmar, Country Gentleman, Eddy Bros., Helen Kaminski, Kangol and Pantropic.. The company was founded in 1868 and is headquartered in Adamstown, PA.

Rockingham Group, Inc. provides insurance services. Its insurance products include farm liability, livestock and multi-policy insurance. The firm also offers commercial automobile coverage, life and health insurance and workers compensation policies through other insurance companies. It provide insurance services through local agent offices in communities throughout Pennsylvania and Virginia. The company was founded in 1869 and is headquartered in Harrisonburg, VA.

Lititz Mutual Insurance Co. provides commercial, property and casualty insurance services. The company offers include business owners, farm owners, personal umbrella and homeowners insurance. Along with Livingston Mutual Insurance, Farmers' & Mechanics' Mutual Insurance and Penn Charter Mutual, the firm is a member of the Lititz Mutual Group. Lititz Mutual was founded in 1888 and is located in Lititz, PA.

Penn Charter Mutual Insurance Co. provides caring service and protecting its policyholders from financial loss. It offers penn charter dwelling policy and penn charter homeowners policy. The company was founded in 1860 and is headquartered in Lititz, PA.

Livingston Mutual Insurance Co. engages in the provision of insurance services. It products include insurance coverage for home, farm, and rental property. The company was founded in and is headquartered in , .

Conestoga Title Insurance Co. provides the real estate, legal and financial communities with reliable title insurance. The company was founded in 1973 and is headquartered in Lancaster, PA.

Sam S. Smucker & Sons, Inc. engages in the provision of construction and contracting services. It offers windows, doors, roofing, skylights, siding, spouting and gutter topper, decks, and patio enclosures and custom additions services. The company was founded by Sam S. Smucker in 1960 and is headquartered in Lancaster, PA.

LifeMatters LLC employs home care nurses and non-medical home caregivers. The firm offers personal care, skilled care, specialized care, and cluster care services. The company was founded by Scott Thompson in 2004 and is headquartered in Silver Spring, MD.

Part of Lititz Mutual Insurance Co., Farmers & Mechanics Mutual Insurance Co. is a company based in Forksville, PA. The company specializes in insurance coverage for homes and farms, particularly those in rural areas and small towns. The company offers tailored policies for log homes, mobile homes, seasonal homes, hunting camps, farms, and rental properties. Farmers’ & Mechanics’ provides stability and dependability, along with prompt personal service. As a mutual company, they answer directly to their policyholders. The CEO of the company is Henry H. Gibbel. Founded in 1877, the company was built on the small town values of service and caring while providing solid financial protection.

Penn Charter Mutual Insurance Co. (Invt Port) (Penn Charter-IP) is the investment portfolio division of Penn Charter Mutual Insurance Co., an insurance company headquartered in Lititz, Pennsylvania. The firm was founded in 1860 and is owned by Lititz Mutual Insurance Co. They offer insurance coverage for homes through a network of independent agents in Pennsylvania. Penn Charter-IP manages the investment portfolio of insurance clients.

Rockingham Insurance Co. (Investment Portfolio) (Rockingham Insurance-IP) is the investment portfolio division of Rockingham Insurance Co., an insurance company headquartered in Harrisonburg, Virginia. The firm was founded in 1968 and is a subsidiary of Rockingham Group, Inc., which is owned by Rockingham Mutual Group, Inc. It provides reliable coverage for client’s home and auto, business or farm. Rockingham Insurance-IP manages the client’s investment portfolio.