Alan B. Stratton

Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange.

CFG I, Inc. operates a holding company with interests in real estate. The company is headquartered in Orlando, FL.

Corporate Capital Trust II operates as an investment company. It offers capital appreciation, alternative investments, asset management, and investment consulting services. The company was founded on August 12, 2014 and is headquartered in Orlando, FL.

CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds.

CNL Financial Group, Inc. operates as a private investment management firm providing real estate and alternative investments. It offers financing, commercial and investment banking, and real estate development services for business owners and property developers, property managers, real estate brokers and property owners, tenant operators, and personal banking and home financing customers. The company was founded by James M. Seneff Jr. in 1973 and is headquartered in Orlando, FL.

ResMor Trust Co. is a federally regulated trust company focused on providing residential mortgages, servicing and deposit products through independent brokers. It offers mortgage solutions, such as high and low ratio mortgages, bridge financing and cash back programs. The firm also provides retail auto financing; commercial lending to auto dealers and online savings products directly to consumers. The company was founded in 1964 and is headquartered in Toronto, Canada.

Tracor, Inc. provides tailored mobile special tactics training, training development, and training management solutions for military and law enforcement. The company is headquartered in Arlington, VA.

Hacker, Johnson, Cohen & Grieb PA is an American company.

The Institute of Corporate Directors is a not-for-profit, member-based association that serves as a resource and voice for directors and boards. The non-profit company is based in Toronto, Canada, and has subsidiaries in Canada. The ICD provides thought leadership through various publications and is a unified voice for directors. The Canadian company was founded by Brian J. Gibson, and Rahul K. Bhardwaj has been the CEO of the company since 2016.

Part of State Street Corp., State Street Fund Services Toronto, Inc. is a Canadian company.

Cogent Bank engages in the provision of banking services. It offers personal and banking, checking, savings, personal, loans, and online banking. The company was founded in 2001 and is headquartered in Orange City, FL.

Part of Canadian Imperial Bank of Commerce, CIBC, Inc. provides health insurance services.

Rotary Foundation of Rotary International offers health improvement and education support. The firm leads the charge on campaigns such as eradicating polio and promoting peace. It was founded in 1947 and is headquartered in Evanston, IL.

Part of The Bank of Nova Scotia, The Bank of Nova Scotia (New York Branch) is a domestic branch of a foreign bank. The private company is based in New York, NY.

Cogent Bancorp, Inc. is a financial holding private company that operates Cogent Bank, a state-chartered bank that offers a broad range of lending, depository, treasury management, and mobile banking services. The company is based in Orlando, FL, and has subsidiaries in the United States. The bank has multiple banking centers in North, Central, and Southwest Florida and has been serving as a full-service business and personal bank since 2001. Cogent Bank believes in providing high-touch, innovative services to make managing financial transactions easier for its clients while staying focused on the local communities it serves.

CI Private Counsel LP, formerly known as Stonegate Private Counsel LP, is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of CI Investments, Inc. and their ultimate parent is CI Financial Corp. (TSX: CIX). They were founded by a group of professionals. CI Private Counsel provides investment management services to wealthy individuals and families.

Part of Currency Exchange International Corp., Currency Exchange International of Canada Corp. is a Canadian company that engages in retail and wholesale foreign exchange. The private company is based in Toronto, Canada.

Sanscon Construction Ltd. provides construction services. The company is headquartered in Toronto, Canada.

Trillium Health Partners engages in the operation of community-based hospital systems. It offers ambulatory and outpatient services, cancer services, cardiac services, children's services, chronic kidney disease program, clinical genetics, critical care, diabetes services, diagnostic imaging, emergency and urgent care, endoscopy services, family medicine, fracture clinic, medicine, mental health, neurosciences, inpatient services, rehabilitation services, seniors services, surgery, women's and maternal services, and swallowing clinic. The company was founded on December 1, 2011 and is headquartered in Mississauga, Canada.

US Banks Income & Growth Fund operates as a closed-end investment fund. Its objective is to invest in a portfolio that comprises of equity securities from a universe of financial sector securities listed in U.S., including but not limited to commercial banks and industrial banks, and financial services companies such as insurance companies and financial holding companies. The firm also provides holders of units with monthly cash distribution. The company was founded on October 27, 2015 and is headquartered in Toronto, Canada.

Part of CFG XVI, Inc., CNL Strategic Capital Management LLC is a private company that provides investment management services. The company is based in Orlando, FL.

CNL Strategic Capital LLC engages in the provision of long-term growth and current income to individuals by acquiring controlling equity stakes in combination with loan positions in the middle-market businesses. The company is headquartered in Orlando, FL.

CNL Strategic Capital B, Inc. provides investment services. The company is headquartered in Orlando, FL.