Donald W. Hultgren

SWS Group, Inc. is a diversified financial services holding company. The company delivers investment banking, commercial banking and related financial services to individual, corporate and institutional investors, broker/dealers, governmental entities and financial intermediaries. It operates through four segments: Clearing, Retail Brokerage, Institutional Brokerage and Banking. The Clearing segment provides clearing and execution services for general securities broker/dealers, for bank affiliated firms and firms specializing in high volume trading. The Retail Brokerage segment includes retail securities products and services, insurance products and managed accounts and encompasses the activities of its employee registered representatives and independent representatives. The Institutional Brokerage segment serves institutional customers in securities lending, investment banking and public finance, fixed income sales and trading, proprietary trading and agency execution services. The Banking segment offers traditional banking products and services and focuses on small business lending and short-term funding for mortgage bankers. SWS Group was founded by Donald A. Buchholz in 1972 and is headquartered in Dallas, TX.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

WEDBUSH, Inc. provides financial, securities brokerage, wealth management, and investment banking services. The company was founded by Edward William Wedbush and Robert Werner in 1955 and is headquartered in Los Angeles, CA.

American Heart Association, Inc. operates a voluntary health organization funded by private contributions. The organization offers services for coronary heart diseases and strokes, high blood cholesterol & physical inactivity, obesity, and diabetes. The company was founded in 1924 and is headquartered in Dallas, TX.

Comprehensive Software Systems LLC is a national software and solutions firm that serves the front and back office teams of brokerages and broker-dealers. It offers account, order, wealth and reference data management, and customer cashiering solutions. The company was founded by Michael T. Landry in 1993 and is headquartered in Golden, CO

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.

Three Part Advisors LLC designs custom investor relations communications programs. It utilizes a proactive approach that draws upon firms members' deep expertise in investor relations, capital markets, relationship-building, and communications to help companies deliver the right message to the right investors. The company was founded by David M. Mossberg and is headquartered in Southlake, TX.