Philip Michael Byrne

GeoVest Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Fairport, New York. The firm was founded by Robert Reeves in 1987. GeoVest Advisors manages individual portfolios of marketable stocks, bonds, and money market instruments for financial institutions, charitable organizations, pension accounts, and individual personal and retirement accounts.

Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.

QCI Asset Management, Inc. (QCI) is an independent registered investment advisor headquartered in Pittsford, New York City. Founded in 1975, QCI provides fee-based investment management services for corporations, institutions, and high net-worth individuals.