Brian John Shores

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.

Hamilton, Johnston & Co., Inc. is an independent investment consulting firm based in Princeton, NJ. The private company has been providing reasoned, independent, and conflict-free investment consulting services to portfolios of large scale since 1970. The company helps foundations, endowments, retirement plans, family offices, and high-net-worth individuals invest successfully. Hamilton & Company offers an alternative to the formulaic, statistics-based, model-driven, "product" oriented, impersonal, and often unsuccessful investment business. The company emphasizes qualitative analysis of investment opportunities and managers, practical approach to portfolio construction, and delivering superior service and results custom-tailored to the needs of each client. The company serves foundation and endowment funds of all sizes and types, retirement plans, and families and individuals.

BNY Mellon Managed Investments, Inc. operated as bank holding company. It was founded in 1999 and was headquartered in King of Prussia, PA.

Founded in 2000 by Stephen DeAngelis and Greg Horn, PNC Managed Investments, Inc., formerly Advisorport, Inc. is a registered investment advisor located in King of Prussia, Pennsylvania. They are a subsidiary of PFPC Worldwide, Inc. and their ultimate parent is PNC Financial Services Group, Inc. (NYSE: PNC), a diversified financial services company that provides consumer and business banking, specialized services for corporations and government entities, wealth management, asset management and global fund services. PNC Managed Investments provides solutions for asset managers and program sponsors in the management of UMAs, separately managed accounts and mutual fund wrap books. Their clients include broker/dealers, banks/trust companies, money managers, insurance companies and RIA/wealth management firms. The firm's products include a flexible and integrated managed investment platform, middle and back-office outsourcing, distribution and business development and mutual fund custody. The firm also provides various investment advisory and overlay services including acting as a program sponsor.