Brian is a senior portfolio manager on the Dynamic Large Cap Value Equity strategy, a position he has held since 2003. Before joining Newton, Brian was a senior portfolio manager and research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY group companies). Before joining BNY, Brian was a research analyst at Wellington Management. Prior to that, he was an assistant director of General Electric Capital Corporation’s corporate treasury group and graduated from GE's Financial Management Program. Brian has a BA in Economics and International Relations from Bucknell University and an MBA with a concentration in Finance from Columbia Business School.

John is a member of Newton’s equity income team and is the lead portfolio manager for dividend-focused Large Cap Value strategies. John is responsible for creating the Income Stock strategy to meet demand from clients seeking attractively valued higher dividend income while not sacrificing dividend growth. He is also the lead portfolio manager for the Equity Income strategy, which emphasizes dividend growth stocks, and a senior research analyst on the Dynamic Large Cap Value strategy. John joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, John was a senior portfolio manager and analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). He has managed dividend strategies for the firm since 2005. Previously, John was Chair of Mellon’s Proxy & Governance committee. John began his investment career in 1992 and has spent his entire career with BNY Mellon. John has a BS with distinction in Accounting and Information Management Systems from Babson College and an MS in Finance from Boston College. He received his CFA designation in 1997 and is a member of the CFA Institute and the CFA Society Boston.

Keith is the lead portfolio manager for Newton’s International Equity strategy. He also co-manages the Dynamic Large Cap Value Equity, Income Stock and Equity Income strategies. Before joining Newton, Keith was a senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY group companies). Keith began his investment career in 2006 with BNY and has covered the global financials, technology and industrials sectors. Keith earned an AB in Economics from Harvard University. He holds the CFA1 designation and is a member of the CFA Institute.

Matt is a portfolio manager for River Road’s Mid Cap Value and Large Cap Value portfolios. He previously served as a senior equity analyst for River Road. Matt joined River Road in 2007 and holds equity in the firm. Prior Experience: - Equity Analyst, Morningstar - Associate, Citigroup - Analyst, Goldman Sachs Education: - MBA, The University of Chicago Booth School of Business - BS in Finance, Bradley University, summa cum laude Certifications/Affiliations: - CFA® charterholder - CFA Institute member - CFA Society Louisville member

Daniel is a portfolio manager for River Road’s Mid Cap Value and Large Cap Value portfolios. He previously served as a senior equity analyst for River Road. He is a member of the Executive Committee. Daniel joined River Road in 2006 and holds equity in the firm. Prior Experience: - Associate Auditor, PricewaterhouseCoopers Education: - Master of Accountancy, University of Kentucky - BS in Accounting, University of Kentucky Certifications/Affiliations: - CFA® charterholder - CPA designation - CFA Institute member - CFA Society Louisville member

Brian P. Storey is Head of Discretionary Portfolios at Brinker Capital Investments, a brand entity of Orion Advisor Solutions. In this role, he oversees the firm’s discretionary portfolio offerings, including the implementation of all asset allocation, manager research, and portfolio construction decisions. Brian has primary portfolio management responsibilities in all aspects of the investment process for these multi-asset class portfolio solutions, including Destinations and the Destination Funds. He serves as Chair of the Portfolio Management Committee and is a member of the Asset Allocation Committee and Investment Due Diligence Committee. Prior to joining Brinker Capital, Brian was a Senior Portfolio Manager at First Citizens Bank where he oversaw portfolio construction for the globally-diversified multi-manager investment strategies utilized by the firm’s private wealth and institutional clients. Previously, he served in various leadership and operational roles during his five years as an officer in the U.S. Coast Guard. Brian graduated from the United States Coast Guard Academy with a Bachelor of Science in management and earned his Master of Business Administration from Duke University’s Fuqua School of Business where he graduated as a Fuqua Scholar. Brian is a CFA® charterholder and holds the FINRA Series 65 license. He is a member of the CFA® Institute and the CFA® Society North Carolina.

Mr. Holland monitors broad economic and political trends and analyzes the potential impact on portfolios at the sector level. In addition to his investment responsibilities, he often serves as spokesperson for TAMRO. Mr. Holland joined TAMRO in April 2005 after nearly five years with Manley Asset Management LP, bringing with him well-developed analytical skills and a deep understanding of capital markets. At Manley Asset, Mr. Holland conducted fundamental, bottom-up analysis on a wide range of companies and industries, including specialty retail, casual dining, manufacturing and transportation. Prior to Manley Asset, Mr. Holland was a Partner at Towers Group Inc., a boutique communications firm that provided investor and public relations counsel to leading financial services firms. Mr. Holland earned his B.A. from Drew University and holds the Chartered Financial Analyst designation.

David Ricci, CFA, partner, is a portfolio manager on William Blair’s Large Cap Growth strategy, which he joined in 2011. From 2005 to 2018, he was also a portfolio manager on the Mid Cap Growth strategy. Previously, he was the group head for the consumer sector, focusing on specialty retail and e-commerce companies, in William Blair’s sell-side research group. Before joining William Blair in 1994, David gained extensive experience at Procter & Gamble, Melville, and Bain & Company. He is a member of the CFA Institute and the CFA Society Chicago. David received a Sc.B., magna cum laude, from Brown University and an M.B.A. from Harvard Business School.

Karl Schneider, CAIA, is a Vice President of SSGA and SSGA FM, and Head of U.S. Equity Strategies for GEBS, where in addition to overseeing the management of the U.S. equity index strategies, he also serves as a portfolio manager for a number of the group's passive equity portfolios. Previously within GEBS, he served as a portfolio manager and product specialist for synthetic beta strategies, including commodities, buy/write, and hedge fund replication. Prior to joining GEBS, Mr. Schneider worked as a portfolio manager in SSGA's Currency Management Group, managing both active currency selection and traditional passive hedging overlay portfolios. He joined SSGA in 1996. Mr. Schneider holds a BS in finance and investments from Babson College and an MS in finance from Boston College. He has earned the Chartered Alternative Investment Analyst designation. Mr. Schneider is a member of the CAIA Association.

Jim Golan, CFA, partner, is a portfolio manager on William Blair’s Large Cap Growth strategy and a research analyst covering U.S. large-cap technology stocks. From 2000 until 2005, when he assumed his current role, Jim was a research analyst focusing on financial, technology, industrial, and resource stocks. Before joining William Blair in 2000, he worked at Citigroup Global Asset Management, where he was a global research team leader for the telecommunications sector and a key member of the team that devised valuation metrics for standardizing the analysis of U.S. and international companies. Jim began his career at Kemper Financial as a research analyst covering telecommunications, technology, energy, industrial, food, and beverage companies. He is a member of the CFA Institute and the CFA Society Chicago. Jim received a B.A. in economics from DePauw University and an M.B.A. in finance from Northwestern University’s Kellogg Graduate School of Management.

Juan Acevedo is a Vice President of SSGA and a Senior Portfolio Manager in the Global Equity Beta Solutions Group. He is responsible for managing equity index, smart beta and tax-efficient quantitative strategies for institutional clients and high net worth individuals. Prior to his current role, Mr. Acevedo was a portfolio manager in SSGA’s Implementation Group, where he was responsible for the daily management of active and passive strategies, with an additional focus of mass construction of separate managed accounts. Mr. Acevedo received a Bachelor of Arts in International Business from Providence College. Additionally, he received a Master of Science in Investment Management and a Master of Business Administration with a Finance concentration from the Questrom School of Business at Boston University.

Lisa Hobart is a Vice President of SSGA and a Senior Portfolio Manager in the Global Equity Beta Solutions Group. Ms. Hobart is responsible for managing domestic, international and emerging strategies for both traditional index and alternative beta mandates. In addition, Ms. Hobart is responsible for managing strategies across separate accounts, commingled funds, mutual funds, and ETF structures. Ms. Hobart joined State Street Bank London in 2000 and moved to SSGA as a senior portfolio analyst in 2006. During her career at SSGA, Lisa has managed the Investment Operations team, supporting passive, enhanced and active equity strategies. Ms. Hobart graduated from Leeds University with a Bachelor of Arts (Hons.) in Economics and Management. She holds the Investment Management Certificate.

John Law, CFA, is a Vice President of SSGA and a Senior Portfolio Manager in the Global Equity Beta Solutions (GEBS) Group, having joined SSGA in 2016. Previously, Mr. Law worked at Dimensional Fund Advisors as a portfolio manager on the international equities desk, where he oversaw the international small cap strategy and served as Global Process Lead for foreign exchange. Prior experience also includes mortgage banking, having worked at IndyMac Bank issuing mortgage backed securities, and investment banking, with Credit Suisse First Boston. Mr. Law has a Master of Business Administration from the University of Chicago Booth School of Business, where he was a Siebel Scholar, and Master's and Bachelor's degrees from Cambridge University and Princeton University, respectively. He also earned the Chartered Financial Analyst® (CFA) designation and is a member of CFA Society Boston, Inc.

Andrew Goins is a Senior Portfolio Manager at Brinker Capital Investments, a brand entity of Orion Advisor Solutions. Before assuming his current role, Andrew was Director of SMA & Mutual Fund Due Diligence at Brinker Capital Investments. In that role, Andrew provided oversight of the available universe of SMA’s and mutual funds across the firm’s open-architecture platforms and was responsible for the team of investment analysts. Andrew has over 16 years of industry experience. Prior to joining Brinker Capital in 2010, Andrew was an Investment Analyst at Budros, Ruhlin & Roe. Andrew graduated from The Ohio State University with his Bachelor of Science in Business Administration. He is a CFA charterholder and holds the FINRA Series 7 license.

Damien Zhang, CFA, Senior Vice President, Head of Research, MDT Advisers, a Federated Advisory Company. Princeton University, A.B., Summa Cum Laude, Economics. Joined Federated Hermes 2009.

Frederick L. Konopka, CFA, joined Federated MDTA LLC investment team in 1997. Mr. Konopka is a Vice President of Federated MDTA LLC . As the Portfolio and Trading Manager, he is responsible for the ongoing implementation of the investment model including trading impact evaluation and implementation. He received his A.B., Mathematics from Dartmouth College and his M.S., Concentration in Information Technology and Finance from MIT Sloan School of Management.

Daniel J. Mahr, CFA, joined Federated MDTA LLC Investment Team in 2002. He is a Senior Vice President of Federated MDTA LLC. As Managing Director of Research, he is responsible for leading the Investment Team as it relates to the ongoing design, development and implementation of the investment model. He received his A.B., Computer Science from Harvard College and his S.M., Computer Science from Harvard University.

John Paul Lewicke joined Federated MDTA LLC Investment Team in 2007. Mr. Lewicke is a Vice President of Federated MDTA LLC. As Research Manager, he is responsible for ongoing evaluation and enhancement of the investment model, including software code design and development. Mr. Lewicke received his A.B., Mathematics and Computer Science from Dartmouth College.