Steven Lloyd Spare

CitizensTrust Wealth Management (CitizensTrust) is a wealth management firm headquartered in Ontario, California. The firm is owned by Citizens Business Bank, a subsidiary of CVB Financial Corp. (NASDAQ: CVBF). CitizensTrust provides trust and wealth management services to individuals and families, businesses, endowments and foundations, and Taft Hartley plans.

Froley, Revy Investment Co., Inc. is a private company based in Los Angeles, CA. Led by management, the company provides investment services.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.

Lind-Waldock & Co. is a company that provides futures brokering services. The company is based in Chicago, IL. Lind-Waldock was acquired by REFCO Group Ltd. LLC on February 24, 2000.

Founded in 1951, 300 North Capital LLC is a registered investment advisor located in Pasadena, California. The firm is a subsidiary of Carriage House Capital LLC. 300 North Capital provides portfolio management services to high net-worth individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, municipalities, private funds, and other U.S. institutions. 300 North Capital evolved from a predecessor firm, Provident Investment Counsel, founded in 1951. Effective January 1, 2013, 300 North Capital's management team acquired its existing business from Old Mutual in a transaction providing the 300 North Capital management team with ownership of all 300 North Capital's shares and providing Old Mutual with economic interest in 300 North Capital that will will terminate over time.