Lisa E. Bredeson

Granite State Retirement Planning, Inc. (GSRP) is an independent, SEC-registered investment advisor headquartered in Bedford, New Hampshire. The firm was co-founded by Dan Hagler and Mark Gagnon in 2006. GSRP provides investment advisory services to individual and institutional clients.

7Twelve Advisors LLC is an independent investment manager headquartered in Nashville, Tennessee. The firm was founded in 2008 by Andrew Martin and Craig Israelsen. 7Twelve Advisors provides investment advisory services to an open-end registered investment management company, a unit investment trust and other investment advisors.

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.

Toshiba America, Inc. is a holding company, which manufactures and markets electronic products. It offers laptops, communication systems, electronic components, electrical apparatus, social infrastructure products, netbooks, lcd, led, televisions, blu-ray and dvd players, camcorders, ultrabooks, computer accessories, enterprise computing, printers, electronic components, surveillance and liquid crystal displays. The company was founded in 1965 and is headquartered in New York, NY.

Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides 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 sponsors several wrap fee advisory programs.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.

Bloomberg LP engages in the provision of business data, news, and financial information services. Its product include Bloomberg terminal, execution and order management, content and data, financial data management, and integration and distribution. The company was founded by Michael Rubens Bloomberg, Charles M. Zegar, Thomas F. Secunda, and Duncan L. MacMillan in 1981 and is headquartered in New York, NY.

Householder Group Estate & Retirement Specialist LLC (Householder Group) is a registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded by Scott A. Householder in 1997 and is owned by The ASG Ohio Legacy Trust. Householder Group offers personalized investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities.

Part of FMR LLC, Fidelity Brokerage Services LLC is a company that offers designated broker services to oversee employees' investment and trading activities. The company is based in Smithfield, RI. The company also provides information about Fidelity Investments, including their customers, history, and key facts and figures. Additionally, they promote sustainable investing by integrating environmental, social, and governance factors into investment research and decision making.

Part of National Life Insurance Co., Equity Services, Inc. (ESI) is a broker-dealer and registered investment adviser located in Montpelier, VT. The company helps businesses turn their visions into reality by providing commission and fee-based solutions, as well as offering flexibility in how businesses structure themselves and market their brand. ESI believes in doing good for their clients, employees, and community, and offers securities and investment advisory services through registered representatives and investment adviser representatives. The company's advisory platform, ESI Illuminations, is sponsored through an ongoing agreement with Envestnet.

Dynamic Advisor Solutions LLC, dba Dynamic Wealth Advisors (Dynamic), is a registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded by Jim Cannon in 2008 and is wholly-owned by DWA Management LLC, which is owned by Cannon Family Trust. Dynamic offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension plans, profit-sharing plans and businesses through affiliated investment advisor representatives.

University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX.

Founded in 1985, Berthel Fisher & Co. Financial Services, Inc. is a registered broker/dealer headquartered in Cedar Rapids, Iowa. The firm provides a full range of securities and brokerage services to their clients. They do not provide any internal research. Berthel Fisher is the broker subsidiary of Berthel Fisher & Co.

NEXT Financial Group, Inc. (NEXT) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by David Holtz and Gordon D'Angelo in 1999. They are a wholly owned subsidiary of NEXT Financial Holdings, Inc., ultimately owned by Atria Wealth Solutions, Inc. NEXT, through their Independent Advisor Representatives (IARs), offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses.

Magna Investments Plc engages in providing financial investment services. The company is founded on August 24, 2004 and is headquartered in London, the United Kingdom.

Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories.

SagePoint Financial, Inc. (Investment Management) (SagePoint-IM) is the registered investment management division of SagePoint Financial, Inc., a registered FINRA broker-dealer headquartered in Phoenix, Arizona. The firm was founded in 2004 and formerly known as AIG Financial Advisors. They are a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc. SagePoint-IM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities.