Dan Urbanowicz

Washington Crossing Advisors LLC (WCA) is a SEC-registered investment advisor headquartered in Florham Park, New Jersey. The firm was founded by Kevin Caron and Chad Morganlander in 2007. They are a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). WCA provides investment advisory services to high-net worth individuals and defined benefit plans as well as wrap and model programs.

Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds.