Andy Reinhardt

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Founded in 1994 by Thomas R. Hackett, Hackett Investment Advisors, Inc. is an investment advisor headquartered in Scottsdale, Arizona

Founded in 1990 by Chris Johnson, Capital Investment Counsel, Inc. (CIC) is a wealth management firm and registered investment advisor headquartered in Denver, Colorado. In 2007, the firm was acquired by Compass Bank, which became CIC’s sole shareholder. Compass Bank is a state-chartered banking institution. In 2007, Compass Bank’s parent company was acquired by Banco Bilbao Vizcaya Argentaria, S.A. (NYSE: BBVA). a publicly-traded multi-national banking organization based in Spain. CIC provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; pension and profit sharing plans; and banks or thrift institutions.