Joe Sweeny

UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals.

American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

The Central Trust Bank provides banking services. The firm offers banking, brokerage, wealth and cash management and financial planning services. The company was founded in September 1902 and is headquartered in Jefferson City, MO.

Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families.

Commerce Bank (Investment Management) (Commerce Bank-IM) is the investment management division of Commerce Bank, a regional bank headquartered in Kansas City, Missouri. The firm was founded in 1865 and is ultimately owned by Commerce Bancshares, Inc. (NASDAQ: CBSH), a multi-bank holding company. Commerce Bank-IM offers advice, products, and an array of investment options to various clients.

U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH.

DeMarche Associates, Inc. provides investment advice. The private company is based in Overland Park, KS.

Part of UMB Financial Corp., UMB Bank & Trust, NA is a financial institution that offers personal banking services such as checking and savings accounts, credit services, investing, and wealth management. The company is based in Kansas City, MO. The company also provides strategic planning and investment advisory services for families of significant wealth, with a focus on helping clients plan for their lasting impact.

Kemper Museum of Contemporary Art operates museums.

Country Club Bank (Kansas City, Missouri) provides banking services. Its personal banking services include checking accounts, direct deposit, overdraft protection, and online banking; savings accounts, including certificates of deposit and health savings. The company was founded by Byron Thompson in 1953 and is headquartered in Kansas City, MO.

Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co.

Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world.

Tower Wealth Advisors, Inc. provides investment advice. The private company is based in Wheaton, IL.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research.

Greater Kansas City Community Foundation provides services for the downtrodden and homeless people. It also offers donor-advised funds. The company was founded by Ed Smith in 1978 and is headquartered in Kansas City, MO.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

Transamerica Asset Management, Inc. (TAM) is a registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1996 and formerly known as Transamerica Fund Advisors, Inc. and as WRL Investment Management, Inc. They are a subsidiary of Transamerica Life Insurance Co., ultimately held by Aegon NV (AMS: AGN) in The Netherlands. TAM provides investment management and investment advisory services to investment companies registered under the 1940 Act. They also provide investment advisory services to a foreign registered investment company, privately-offered pooled investment vehicles that are not registered under the 1940 Act, such as the MFTC Trust and WT CITs, and an affiliated recordkeeper.

Lincoln, Nebraska-based Union Bank & Trust Co. (UBT) was founded in 1917 as the Farmer's State Bank. In 1935, the name was changed to Union Bank and in 1959, with the addition of trust powers, the company became Union Bank & Trust Company. In 1965, Union Bank & Trust was purchased by the Dunlaps, a Nebraska banking family. Union Bank & Trust is now a subsidiary of Farmers & Merchants Investments, Inc. Along with their affiliated companies, Union Bank & Trust offers the following services: business cash management, lending and depository services, retail deposit, transaction and lending services, trust services for individuals, families and employer-sponsored benefit programs, investment services, including the Stratus family of mutual funds, insurance services and student loans and student loan servicing.

Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI.

Shearson Financial Services LLC is an SEC-registered investment broker/dealer located in Boca Raton, Florida. The firm is a member of FINRA, NYSE Arca, Inc. and the SIPC. Shearson Financial Services is a value-oriented investment firm that focuses on a wide variety of securities and insurance products. They employ a comprehensive value-seeking approach that emphasizes risk aversion. All of the firm's investments are independently valued prior to the making of investment selection decisions. As a general rule for their bond accounts, broad diversification is primary. Shearson Financial Services invests mainly in investment grade instruments. For their equity accounts, they focus on a limited number of securities they believe have a compelling value. The firm utilizes fundamental and technical analysis of these positions on a regular basis. Their non-proprietary products and services represent what they believe to be core, fundamental strategies for serious investors. Shearson Financial Services seeks to mitigate risk by following independent, disciplined investment strategies which they believe will be less volatile over time than investment strategies offered by other financial institutions. Shearson Financial Services products and services include: (1) OTC corporate equity securities (2) corporate debt securities (3) retail mutual funds (4) U.S. government securities (5) municipal securities (6) variable life insurance and annuities (7) puts, calls and option writing (8) investment advisory services (9) serving as a non-exchange member arranging for transactions in securities listed by an exchange member(10) collateralized mortgage obligations (CMOs) and (11) the sale of interests in mortgages or other receivables including MBS.

Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Founded in 1928, George K. Baum & Co. is a broker/dealer headquartered in Kansas City, Missouri. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research