John Craig Zeltmann

RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients.

S.F. Ehrlich Associates, Inc. is a private company that helps individuals make optimal decisions regarding their Social Security retirement benefits. The company is based in Westfield, NJ. The company believes that Social Security is a critically important income stream that can help meet spending needs throughout retirement. The company also helps clients achieve a successful retirement by building portfolios that include certain characteristics.