Mimi O'Bara

Dakota Wealth LLC, do-business-as Dakota Wealth Management (DWM), is a registered investment management firm headquartered in Palm Beach Gardens, Florida. The firm was founded in 2006 as Oakmont Partners LLC. They are a wholly owned and controlled subsidiary of Dakota Wealth Management LLC. DWM provides high-net-worth individuals and families with a wide array of wealth planning and investment advisory services.

Hugh Johnson Advisors LLC is a registered investment advisor located in Albany, New York. The firm was originally formed in 1994 as a subsidiary of First Albany Companies. Formerly Johnson Illington Advisors LLC, Hugh Johnson Advisors was founded in 2005 through an MBO of First Albany Asset Management by their employees and Illington Fund Management LLC. In August 2006, Illington Fund Management was purchased by Stuttgart, Germany-based DKM Group. DKM-Illington's name was changed to the Thomas Lloyd Group. In 2010, Johnson Illington completed the purchase of the interest of ThomasLloyd in Johnson Illington Advisors and changed the name to Hugh Johnson Advisors LLC. ThomasLloyd retains a 10% interest in the firm. Hugh Johnson Advisors offers customized portfolio management services to individuals and institutions.

FA Asset Management, Inc. is the asset management subsidiary of First Albany Companies Inc. (NASDAQ: FACT) The firm, headquartered in New York City, provides investment management services to institutions, financial advisors and high net worth individuals.

PNC Bank NA provides banking services. It offers online banking, investment banking, mortgage banking, and bills payment services. The company is headquartered in Pittsburgh, PA.

Part of The PNC Financial Services Group, Inc., Massachusetts Co. is an American company that aims to develop and communicate dynamic ideas to advance prosperity and a vibrant civic life. The company is located in the US. The company's vision of success is a state and nation where people can prosper and society can thrive through world-class options in education, healthcare, transportation, and economic opportunity. The company values an educated citizenry that tests beliefs based on facts and the free exchange of ideas, and is committed to liberty, personal responsibility, and free enterprise. Massachusetts was acquired by PNC Bank Corp. from Travelers Corp. on September 20, 1993 for $53 million.