Bryan David Franco

Flexible Plan Investments Ltd. (FPI) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded by Jerry C. Wagner in 1981. FPI provides investment advisory services to individuals, high net worth individuals, investment companies including mutual funds, corporate pension and profit-sharing plans, charitable organizations, state or municipal government entities, not for profit organizations, trusts, corporations and other businesses.

Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments.