Matt E. Ryan

GW & Wade LLC is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Roger Wade in 1986 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). GW & Wade provides investment management services primarily to high net-worth and other individuals and families, trusts, some ERISA plans, charitable organizations and foundations.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

Diversified Capital, Inc. provides management, consulting, and financial services. Its clients include federal agencies, quasi-government entities, financial institutions, regulatory agencies and the public sector. The company was founded in 1984 and is headquartered in Pasadena, CA.

Financial Engines, Inc. engages in the provision of technology-enabled financial advisory services. It also offers discretionary portfolio management, personalized investment advice, financial and retirement income planning, and financial education and guidance. The company was founded by William F. Sharpe, Joseph A. Grundfest, and Craig W. Johnson in 1996 and is headquartered in Sunnyvale, CA.