John Phillips

Security National Trust Co. (Security National) is a full service fiduciary firm headquartered in Wheeling, West Virginia. The firm was founded in 1999 and is a subsidiary of HBW, Inc. Security National provides investment portfolio and money management advisory services, and comprehensive trust services to various clients.

Adare Asset Management LLC (Adare) is an independent, SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded by Timothy Deery and Alexander Maguire, Jr. in 2009. Adare provides investment advice to individuals, trusts, estates, charitable organizations, banks, and pension and profit-sharing plans.

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

Founded in 2004 by J. Patrick Kearns, Fulcrum Securities LLC is a registered broker dealer located in McLean, Virginia. The firm is a subsidiary of AHM-Pivot Holdings LLC, itself a subsidiary of Pivot Holdings LLC.