Heather A. Rupp

Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds.

Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds.

Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds.

Montecito Venture Partners LLC engages in the development of real estate. The company was founded in 2004 and is headquartered in Santa Barbara, CA.

Ceres operates as a non-profit organization. Its solutions include energy conservation, environmental restoration, management commitment, management commitment, reduction and disposal of wastes and audits and reports. The company was founded in 1989 and is headquartered in Boston, MA.

Part of Lucia Capital Group LLC, Lucia Management Co. LLC provides investment advice. The company is based in San Diego, CA. The company was founded in 2010. The CEO is Derek Jerold Bruton.

Black Raven Energy, Inc. engages in the acquisition, exploitation, development and production of natural gas and oil. It also provides gas gathering, processing and compression services for properties The company was founded in December 2003 and is headquartered in Lakewood, CO.

Curtis Advisory Group LLC (CAG) is an independent registered investment advisor and wealth management firm headquartered in Santa Barbara, California. The firm was founded by Ryan E. Curtis in 2009. CAG provides advisory services to individual and institutional clients.