Joshua Coy Turner

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.

Industries for the Blind, serving the Winston-Salem community since 1936, the Asheville community since 1991, and the Mayaguez, Puerto Rico community since 2006, provides employment and services for people in the local blind communities. The company produces high quality, value priced products ranging from custom-made mattresses and military clothing to prescription eye glasses for consumers in the local community and across the nation as well as for military personnel and their families around the world. Industries for the Blind provides meaningful employment with competitive marketplace wages and benefits for a segment of the population that national statistics indicate might not otherwise be employed. The firm is widely known for their quality workmanship, teamwork and dedication. Its mission is to provide opportunities for persons who are blind or visually impaired in need of training, employment and services. The mission is accomplished through creating a state of the art work environment with work processes and training programs custom designed to meet special needs. The company's agency has been recognized locally, regionally and nationally as a provider of choice for jobs, products and services. Industries for the Blind has provided employment for thousands of visually impaired people since its inception. It is currently the largest employer of the blind in North Carolina with over 200 (and over 350 blind employees in total) blind employees and 80 million dollars in sales. Industries for the Blind is a self-supporting not-for-profit organization that has won many prestigious awards over the years, most recently received national recognition by the company’s industry for having the highest growth in blind jobs for an unprecedented three out of four years. Industries for the Blind is proud to be a strong builder of social, capital and an economic contributor in the Winston-Salem and Asheville communities.

Franklin Street Securities, Inc. provides investment management services. It provides independent, trusted and personalized advice, complementing in-house expertise with carefully selected external resources. The company was founded in 1990 and is headquartered in Chapel Hill, NC.

IFB Solutions provides employment and training services for the blind or visually impaired. Its solutions include IFB optical, IFB manufacturing, community low vision centers, IFB workforce services, base supply centers, IFB solutions foundation and a brighter path programs. The company was founded by Jeff Smith in 1940 and is headquartered in Little Rock, AR.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).