Keith Alan Woerner

Nationwide Financial Services, Inc. engages in long-term savings and retirement products. It develops and sells individual annuities, private and public sector group retirement plans, other investment products sold to institutions. It also provides life insurance and investment advisory services. The company was founded in November 1996 and is headquartered in Columbus, OH.

PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

New York Life Insurance Co. engages in the provision of insurance products and services. It offers life insurance, retirement income, long term care, investments, and premier services. The company was founded on April 12, 1845 and is headquartered in New York, NY.

Allegheny Financial Group Ltd. (Allegheny) is an independent, SEC-registered investment adviser headquartered in Pittsburgh, Pennsylvania. The firm was founded by James “Jim” Browne and James Hohman in 1976. Allegheny offers asset management, portfolio management and financial planning services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporation and other business entities, pension plans, individual retirement account plans, profit-sharing plans, and private funds.

Founded in 2007, BNY Mellon Capital Markets, Inc. is broker/dealer headquartered in New York City. They are a subsidiary of Bank of New York Mellon Corp. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.

William M. Mercer, Inc. provides investment management and insurance brokerage services. The private company is based in Seattle, WA.

Independent Advisors, Inc. provides investment advice. The private company is based in Eau Claire, WI.

OneVision Advisors LLC provides investment advice. The private company is based in Oakland, CA.

Part of Quincy Mutual Fire Insurance Co., New England Mutual Insurance Co. provides insurance services. The company is based in Quincy, MA and was founded in 2006.