Diane Eddy Robotham Johnstone

Allianz of America, Inc. is an insurance management firm headquartered in Westport, Connecticut. The firm was founded in 1976 and is a subsidiary of Allianz Europe NV, which is owned by Allianz SE (ETR: ALV). Allianz of America provides investment services to insurance affiliates of the Allianz Group of North America.

MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

US Financial Advisors LLC (USFA) is a SEC-registered investment advisor headquartered in Braintree, Massachusetts. The firm was founded by John Napolitano in 1998. They are owned and controlled by Great Valley Advisor Group, Inc. USFA provides fee-based investment advisory and financial planning services to individuals and high-net-worth individuals (which include trusts and estates), and pension and profit-sharing plans, and business entities.

Apella Capital LLC (Apella) is an independent, employee-owned registered investment advisor headquartered in Glastonbury, Connecticut. The firm was founded in 2013 by two financial advisors, Patrick Sweeny and David Connelly. Apella provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities, pension plans, endowments, 401k, 403b and similar account structures, among other types of clients.