Rick W. Bone

Founded by Charles Knott in 1999, Knott Capital Management is a registered investment advisor located in Exton, Pennsylvania. The firm is also known as CAK Capital Management, Inc. They provide investment management to individuals, foundations, endowments and corporations.

Founded in 1970, Bjurman, Barry & Associates (BBA), formerly George D. Bjurman & Associates, is a registered investment advisor firm located in Los Angeles. The firm specializes in the management of investment portfolios for corporate pension and profit sharing plans, jointly trusteed and union pension plans, states and municipalities, foundations, endowment funds and individuals. BBA is jointly owned by the senior associates of the firm. They have no affiliations with any corporate, banking, or insurance organizations. The assets the firm has under management are divided among equity, fixed income, and balanced portfolios.

Touchstone Investments LP provides funds distribution services. The private company is based in Cincinnati, OH and has subsidiaries in the United States.

Plancorp LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded by Jeffrey Buckner in 1983 as FFG Plancorp, Inc. and adopted the name Plancorp in 1985. Plancorp provides asset management, financial planning, retirement plan advisors and consulting services, and institutional investment services to individuals, trusts, estates, charitable organizations and corporations and/or other business entities.