Chris Jordan

Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.

Part of KeyCorp, KeyBank Real Estate Capital Markets, Inc. operates as a full-service capital provider and commercial mortgage servicer. The company is based in Duluth, GA.

Kavar Capital Partners Group LLC (KCP) is a SEC-registered investment adviser and wealth management firm headquartered in Leawood, Kansas. The firm is a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). KCP provides advisory services to individuals and businesses.

Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations.

MBM Wealth Consultants LLC (MBM) is a SEC-registered investment adviser headquartered in Chesterfield, Missouri. The firm was founded in 2013 and is a subsidiary of MBM Wealth Group LLC. MBM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.