Alan E. Koepplin

Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families.

Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY.

Founded in 1973 by Harold Zirkin, Zirkin-Cutler Investments, Inc., formerly H. Zirkin Investments, Inc., is a registered investment advisor based in Bethesda, Maryland. The firm is a subsidiary of United Capital Financial Advisers, Inc. and their ultimate parent is United Capital Financial Partners, Inc. They provide investment management services for high net-worth individuals, families, trusts, foundations and businesses.