Peter Augustine Sorrentino

Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds.

Founded in 1992, Banc One Investment Advisors (BOIA) is a multi-style money manager delivering individually managed portfolios and mutual funds to a broad spectrum of institutional and individual clients. BOIA an indirect subsidiary of Bank One Corporation (NYSE: ONE).

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.

US Bank NA provides banking services. Its services include online access, Internet banking, Internet bill pay, mobile banking, options for paying bills, online statements, login to mortgage account, online with financial management software, U.S. bancorp investments online investing, student loans, and phone access. The company was founded in 1973 and is based in Saint Paul, Minnesota.

Comerica Bank (Investment Management Texas) (Comerica-IM) is the asset management arm of Comerica Bank, which is owned by Comerica, Inc. (NYSE: CMA), a financial services company headquartered in Dallas, Texas. The firm was founded in 1849 by Elon Farnsworth. Comerica-IM manages assets for high net-worth individual investors, foundations, endowments and institutional investors. The firm also provides asset allocation guidelines and investment research for Comerica Securities, their brokerage affiliate.

World Asset Management Inc. (WAM) is a SEC-registered investment advisor and fund manager headquartered in Detroit, Michigan. The firm was founded in 1994 and is a subsidiary of Comerica Investment Services, Inc., ultimately held by Comerica, Inc. (NYSE: CMA). WAM provides passive investment options for corporations, municipalities, Taft-Hartley clients, endowments, foundations, hospitals, and private clients. The firm also serves as a sub-adviser to separately managed accounts and bank collective funds.