Stephen Lee

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.

BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program.

Alpha Capital Partners Ltd (Alpha Capital) is a private equity firm founded in 1984 by Andrew H Kalnow. The firm is headquartered in Chicago, Illinois.

Sharon Pennsylvania Hospital Co. LLC provides medical, health, and community services. It offers specialized services such as emergency heart attack and stroke treatment, cancer care, orthopedics and sports medicine, minimally invasive surgery, emergency care, a women's center, and a breast care center. The company was founded by Elisha Griswold, Charles Hoyt, Joseph H. Reed, Salem Heilman, William Wallis, John C. Owsley, Joseph Forker, Earl A. Wheeler, John Bert, and Luther A. Burrell on May 8, 1893 and is headquartered in Sharon, PA.

Founded in 2005, F.N.B. Capital Corp. LLC is a private equity firm located in Wexford, Pennsylvania. The firm is a subsidiary of F.N.B. Corp. (NYSE: FNB).

Valley Forge Private Equity, Inc. (Valley Forge Private Equity) is a private equity subsidiary of Valley Forge Financial Group, Inc. founded in 2002 by Sean Maher and Michael J. Maher, Jr. The firm is headquartered in Audubon, Pennsylvania.

National Advisors Trust Co. operates as a nationally chartered commercial bank. The private company is based in Kansas City, MO and has subsidiaries in the United States. James A. Combs has been the CEO of the company since 2013.

Penn-Northwest Development Corp. operates as a non-profit, economic development corporation. It provides assistance, training, advice, and guidance to agencies and organizations in Mercer County. The company was founded in 1985 and is headquartered in Sharon, PA.