Aditi K. Sreenivasan

Integral Financial Solutions LLC operates as an independent wealth advisory firm. The company was founded by Janet L. Hoffmann and Barry R. Taylor in 2010 and is headquartered in San Francisco, CA.

BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies.

Horsley Bridge Partners LLC (HBP) is a private equity firm, founded in 1983 by Phillip Horsley and Gary Bridge. The firm is headquartered in San Francisco, California with additional offices in London and Beijing.

Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

Osborne Partners Capital Management LLC (Osborne Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1937, Osborne Partners provides investment management services to individuals, families, trusts, estates, conservatorships, foundations, endowments, corporations or business entities and pension and profit-sharing plans, charitable organizations, public funds, investment limited partnerships, 401(k) self-directed accounts, IRAs and retirement plans.

Gordon Rees Scully Mansukhani LLP provides litigation and business transactions services. It offers legal and transactional services to the construction, maritime, health care, pharmaceutical, and real estate sectors. The firm specializes in the areas of intellectual property, tax, wealth management and probate, immigration, bankruptcy, restructuring, and creditors' rights and commercial litigation. The company was founded by Stuart Gordon and Donald Rees in 1974 and is headquartered San Francisco, CA.