Blake P. Robinson

Founded in 2004 by J. Patrick Kearns, Fulcrum Securities LLC is a registered broker dealer located in McLean, Virginia. The firm is a subsidiary of AHM-Pivot Holdings LLC, itself a subsidiary of Pivot Holdings LLC.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Stelac Advisory Services LLC (Stelac) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2007 and is a subsidiary of Integer LLC, which is ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). Stelac provides advisory services primarily to international (non-US) high net-worth individuals, families and institutions. These individuals may use trusts or other entities to control their liquid assets.