Robert Peter Goodman

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.

Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK.

Fairport Asset Management LLC is a registered investment advisor located in Cleveland, Ohio. The firm is a subsidiary of Wealthtrust Holdings LLC. They manage assets for individuals and institutions and serve as the advisor of the Fairport family of mutual funds.

B.P. Britches, Inc. Owns and operates men's and boy's clothing and apparel stores. The company was founded in 1989 and is headquartered in Cleveland, OH.

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.

Founded in 1997 by William B. Smith, SAM Advisors LLC is a registered investment advisor located in New York City. The firm was formerly the registered investment advisory unit of Smith Asset Management, Inc.