Christopher Mark Davis

Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities).

Premier Bank & Trust, NA focuses on national commercial banks. It offers all the products of a larger bank, including trust, private banking, retirement services, wealth management and investment brokerage services. The company was founded by Rick L. Hull and Denise Penz in February 2010 and is headquartered in North Canton, OH.

FirstMerit Trust Co. is an investment management division of FirstMerit Bank, NA. They are a subsidiary of FirstMerit Corp. (NASDAQ: FMER), a diversified financial services company headquartered in Akron, Ohio. The firm provides investment management services to charitable foundations, pension plans, corporations and individual investors.

Founded in 1995 by Eric Schwartz, Cambridge Investment Research, Inc. is an independent broker/dealer located in Fairfield, Iowa. The firm is a subsidiary of Cambridge Investment Group, Inc. They specialize in fee-based advisory solutions. Cambridge Research offers a full array of trading and execution services for their clients. They do not provide any internal research. Cambridge research is registered in 50 states and clears through National Financial Services LLC and Pershing LLC

1st Source Corporation Investment Advisors, Inc. (1st Source CIA) is an investment advisor headquartered in South Bend, Indiana. The firm was founded in 2001 and they are a subsidiary of 1st Source Bank, which is owned by 1st Source Corp. (NASDAQ: SRCE). 1st Source CIA provides comprehensive investment management services for individuals, families, corporations, non-profit organizations and municipalities.