Robert John Merkle

Founded in 1970, Hotchkiss Associates LLC is a registered investment advisor located in Chicago, Illinois. The firm provides investment advice to individuals and families, charitable organizations and the retirement plans of privately held companies. They are a subsidiary of United Capital Financial Advisers, Inc. and their ultimate parent is United Capital Financial Partners, Inc.

Founded in 2003, Geneva Advisors LLC is an independent registered investment advisor located in Chicago, Illinois. The firm is 100% owned by Geneva Holding Company of Chicago LLC which is owned by Geneva employees. They generally provide investment advice to individuals, trusts, estates, charitable organizations, pension and profit sharing plans, retirement accounts, corporations or other business entities and registered and unregistered mutual funds. ^

Mid-Continent Capital LLC (MCC) is a wealth management firm headquartered in Chicago, Illinois. The firm was founded by John Mabie in 1983. They were acquired in 2023 by Connectus Wealth LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). MMC specializes in the management of equity and fixed income portfolios for private individuals and institutions.