Evan Lewis Weston

Founded in 1979 by Stephen Hawk, Northern Capital Management LLC is a registered investment advisor located in Madison, Wisconsin. The firm is a subsidiary of MDF Partners LLC. They provide services to individuals, high net-worth individuals, corporations, corporate pension and profit sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, insurance companies, registered mutual funds, private investment funds and trust programs.

Founded in 1969, Oppenheimer Capital is an investment advisor firm located in New York City with an additional office in Newport Beach,, California. Oppenheimer Capital is wholly-owned by Allianz Dresdner Asset Management of America LP (formerly PIMCO Advisors LP), which is a subsidiary of Allianz AG (NYSE: AG). The firm is unrelated to OppenheimerFunds and the brokerage firm CIBC Oppenheimer.

Pickwick Capital Partners LLC is a broker/dealer located in White Plains, New York. They provide an array of trading and execution services for their clients. The firm does not provide any internal research

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.