Bill Hornbarger

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Torshen Capital Management LLC (Torshen Capital) is an independent wealth management firm headquartered in Chicago, Illinois. The firm was founded by Kay P. Torshen in 1998. Torshen Capital provides investment management services to family offices, high net worth individuals and their families, foundations, endowments, institutional investors and other investors, through separately managed accounts.

Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations.

Matter LLC is a SE-registered investment advisor and multi-family office headquartered in St. Louis, Missouri. The firm was founded by Kathy Lintz in 1990 and does business as Matter Family Office (MFO). They are a direct subsidiary of Matter Holding Co., Inc. MFO provides services to high-net worth families and non-high-net worth individuals associated with those families. They do not serve institutional clients, except where an existing client has created a donor-advised fund or has gifted money to a non-profit organization or foundation.

Founded by the Illinois state legislature in 1895, the Public School Teachers Retirement Fund of Chicago is a pension fund located in Chicago. They are also known as the Chicago Teachers Pension Fund.

The Chicago Policemens Annuity & Benefit Fund is the administrator of a defined-benefit, single employer pension plan. The Fund was founded in 1922 and is located in Chicago, Illinois.

Gray & Co (Michigan) produces maraschino cherries and glace fruits. It offers wide selection variety of glace fruit ingredients, including candied orange peel, lemon peel, candied cherries and fruit mixes. It also provides maraschino cherries and cherries ice cream flavored and novelty frozen ice cream. The company was founded in 1908 and is headquartered in Hart, MI.

The Beryl Consulting Group LLC provides investment advice. The firm offers manager search, due diligence and portfolio construction services. The company was founded by Vidak Radonjic in August 2004 and is headquartered in Jersey City, NJ.

Part of KeyCorp, KeyBank Real Estate Capital Markets, Inc. operates as a full-service capital provider and commercial mortgage servicer. The company is based in Duluth, GA.

Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.

Hampton Advisors LLC provides strategic merger and acquisition advisory services to middle-market technology companies. The company is headquartered in Charlotte, NC.

MBM Wealth Consultants LLC (MBM) is a SEC-registered investment adviser headquartered in Chesterfield, Missouri. The firm was founded in 2013 and is a subsidiary of MBM Wealth Group LLC. MBM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

Kavar Capital Partners Group LLC (KCP) is a SEC-registered investment adviser and wealth management firm headquartered in Leawood, Kansas. The firm is a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). KCP provides advisory services to individuals and businesses.