Dean I. Ader

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Qiao Xing Universal Resources, Inc. is engaged in the mining and telecommunications industry. It operates through two business sectors: Mining and Mobile Phone. Mining business sector is engaged in the extraction of base metals such as molybdenum, copper, lead and zinc. Mobile Phone business sector is engaged in the manufacture and sale of telecommunication terminals and equipment. The company was founded by Rui Lin Wu in April 1992 and is headquartered in Huizhou, China.

US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund.

R. W. Pressprich & Co. (RWP) is an employee-owned institutional broker-dealer headquartered in New York City. Founded in 1909, RWP’s principal focus is to provide fixed-income relative value and market timing research for clients.

Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

Sarasota Capital Strategies, Inc. (SCS) is an independent asset management firm headquartered in Osprey, Florida. The firm was founded in 2002 by Ian Naismith and Anthony Welch. SCS provides investment advisory services to individuals, trusts, corporations, foundations, and estates.

Part of The American Institute of Certified Public Accountants, Capital Professional Advisors, Inc. is a company that provides brokerage, advisory, and insurance services to CPA firms. The company is based in Minneapolis, MN. Capital Professional Advisors was acquired by CPA.com on July 12, 2001.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.

The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland.

Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients.

The Wealth Enhancement Group, Inc. provides investment advisory services. Its services include tax-efficient wealth accumulation planning, asset protection, estate tax, charitable, business, executive benefit, fringe benefit, education, retirement planning and investment and asset allocation planning. The company was founded by Michael S. Ross in October 1996 and is headquartered in Alpharetta, GA.

Spectrum Financial, Inc. is an asset management firm headquartered in Virginia Beach, Virginia. The firm was founded by Ralph Doudera in 1986. Spectrum Financial provides investment advisory and portfolio management services to individuals and institutional clients.

Trademark Capital Management, Inc. (Trademark Capital) is an independent, SEC-registered investment advisor headquartered in Watkinsville, Florida. The firm was founded by Steve Athanassie and Don Beasley in 1995. Trademark Capital provides institutional advisory services to other investment professionals, retirement plans, private funds and collective investment funds.

The Lincoln Financial Group Foundation operates as a nonprofit organization. The private company is based in Fort Wayne, IN.

Marks Group Wealth Management, Inc. (MGWM) is an independent, SEC-registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Bennett Marks in 2008. MGWM provides financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors.