David B. Burks

Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.

PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.

Rational Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Huntington, New York. The firm offers Rational Funds to individual and institutional investors.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries.

Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.

Founded in 2000 by Sam Harvey, John Davis and Mary Herrmann, Harvey Investment Co. LLC is a registered investment advisor located in Louisville, Kentucky. The firm's principal owners are WT Acquisition LLC and Samuel Harvey. The ultimate owner of WT Acquisition LLC is HighTower Holding, LLC. Their clients include individual persons, pension and profit sharing plans, trusts, estates, charitable organizations and corporations or similar business entities.

Tortoise Capital Advisors LLC (Tortoise) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. Tortoise provides investment management services to individual and institutional investors and pooled investment vehicles.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

First Horizon Bank provides commercial banking services. Its offers banking, cash management, borrowing, investment and planning, insuring and inverting, treasury management, financial planning, and executive banking. The company was founded by Frank S. Davis on March 25, 1864 and is headquartered in Memphis, TN.

Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI.

CapWealth Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Franklin, Tennessee. The firm was founded by Timothy J. Pagliara in 2000 and they are a subsidiary of CapWealth Group LLC. CapWealth Advisors provides investment advice to individuals, high net-worth individuals, trusts, estates and charitable organizations.

Actors Theatre of Louisville is a non-profit company that focuses on technology, social transformation, and liberation. The company is based in Louisville, KY and their mailing address is located at 316 West Main St. The company offers various forms of entertainment such as in-person radio plays, video game streaming, and virtual reality experiences. The company also provides box office information and offer gift certificates. The company has a privacy policy and offer memberships and donation options.

Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to high net worth and ultra-high net worth individuals and families.

Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Old National Bank operates as a national commercial bank. It offers personal banking products and services, such as checking accounts, savings accounts, certificates of deposit, account management, checking-related, debit cards, direct deposits and online mobile banking, checking-related services. The company was founded in 1834 and headquartered in Evansville, IN.

Edward Jones Investments operates as a financial advisory firm.

Kentucky Retirement Systems (KRS) is a state-owned pension fund management firm headquartered in Frankfort, Kentucky. Founded in 1956, the firm is responsible for the investment of funds and administration of benefits for state and local government employees in the State of Kentucky. These employees include state employees, state police officers, city and county employees as well as non-teaching staff of local school boards and regional universities. KRS oversees the Kentucky Employees Retirement System (KERS) and the State Police Retirement System (SPRS).