Brian Paul Gibson

Dow Jones & Co., Inc publishes financial information and news. It offers news through newspapers, newswires, websites, apps, newsletters, magazines, proprietary databases, conferences and more. The firm?s premier brands include The Wall Street Journal, Dow Jones Newswires, Factiva, Barron's, MarketWatch and SmartMoney. The company was founded by Edward Davis Jones, Charles Henry Dow and Charles Milford Bergstresser in 1882 and is headquartered in New York, NY.

BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors.

Cargill, Inc. engages in the provision of food, agricultural, financial, and industrial products and services. It specializes in food service, agriculture, meat and poultry, transportation, pharmaceutical ingredients, and beauty products. The company was founded by William Wallace Cargill in 1865 and is headquartered in Minneapolis, MN.

Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.

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.

A member of the NASD and the SIPC, Smith, Moore & Co. is a broker/dealer headquartered in Clayton, Missouri. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Smith, Moore was founded in 1913 by Jay Herndon Smith and Charles W. Moore.

Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI.

Time Warner Cable LLC provides television broadcasting services. The company was founded in 1994 and is headquartered in New York, NY.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV.

CNBC LLC provides television programming services. It focuses on different sectors such as sports, automotive, technology, real estate, and energy. The company was founded in 1989 and is headquartered in Englewood Cliffs, NJ.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

Thomasville National Bank (Invt Mgmt) (TNB-IM) is the trust and investment management division of Thomasville National Bank, a community bank headquartered in Thomasville, Georgia. The firm was founded in 2001 and is owned by Thomasville Bancshares, Inc. (OTCMKTS: THVB). TNB-IM provides asset management and investment counseling to individuals and businesses.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).

J. Team Financial, Inc. (TFS) is a registered investment adviser founded in 2005. Headquartered in Abilene, Texas, TFS provides personalized confidential financial planning and investment management to individuals, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, registered investment companies and small businesses.

Madison Wealth Partners, Inc. (Madison Partners) is an independent, SEC-registered investment adviser headquartered in Waunakee, Wisconsin. Founded in 2020, Madison Partners offers wealth management services to individuals, families, and business owners.

Pension Partners LLC is an independent registered investment advisor and wealth management firm headquartered in San Juan, Puerto Rico. The firm was founded by Edward M. Dempsey in 1999. Pension Partners provides advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities.

Truven Health Analytics, Inc. provides cloud-based healthcare data, analytics, and consulting services. It offer brands in healthcare such as MarketScan, 100 Top Hospitals, Advantage Suite, Micromedex, Simpler, ActionOI, and JWA. The company is headquartered in Ann Arbor, MI.

Strategic Advisors LLC, dba Strategic Wealth Management Group (SWMG), is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lawrence May in 1999. SWMG provides investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations.

Outlines Venture Management Services is a private equity firm founded in 2013 by Gillian Muessig. The firm is headquartered in Seattle, Washington.