James Conner

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL.

Central Square Management LLC (CSM) is an independent hedge fund manager headquartered in Warrenville, Illinois. The firm was founded by Kelly S. Cardwell in 2007. CSM provides investment advisory services to a long/short equity hedge fund.

Venturi Wealth Management LLC, dba Venturi Private Wealth (Venturi), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by Russell Wayne Norwood and George Lawson Clark in 2015. Venturi offers a variety of advisory services to individuals, high net-worth individuals, pension plans, charitable organizations, and pooled investment vehicles.