Ralph R. Gold

Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments.

Associated Financial Group, Inc. provides financial services. It operates primarily through securities broker and dealer Associated Securities Corp. The company was founded in 1982 and is headquartered in Los Angeles, CA.

Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds.