Estee Faranda

YCharts, Inc. provides online stock and financial data information. The firm offers insights on company valuation, growth and profitability trends in areas, such as market capitalization, revenue, net income, cash on hand, free cash flow, earnings per share, revenue growth, price to earnings and dividend yield. It focuses on industries such as biotechnology, drug, networking and investment brokers. The company was founded by Shawn Carpenter and Ara Anjargolian, Brian Hand, Michael W. Ferro Jr., Jai Shekhawat and Barney Merrick Harford in January 2009 and is headquartered in Chicago, IL.

PFS Investments, Inc. (PFSI), do-business-as Primerica Advisors, is a SEC-registered investment management firm headquartered in Duluth, Georgia. The firm was founded in 1981 and is directly owned by Primerica Finance Corp., itself a subsidiary of Primerica, Inc. (NYSE: PRI). PFSI provides advisory services to the Primerica Advisors Lifetime Investment Platform wrap fee program (Program).

Morningstar Investment Services, Inc. (MIS) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients.

Part of Principal Financial Group, Inc., Abn Amro Trust Services Co. is a company that provides trust services and asset management services. The company is based in Chicago, IL. Abn Amro Trust Services was acquired by Principal Financial Group, Inc. from ABN AMRO Holding NV on December 20, 2004.

Part of MetLife, Inc., New England Financial is a financial advisory and investment management company. New England Financial is based in Boston, MA. The company's team of advisors offers customized investment strategies to individuals and institutions. The company provides investment management services and develop flexible financial plans tailored to their clients' specific goals and interests.