Chris B. Radford

Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors.

7Twelve Advisors LLC is an independent investment manager headquartered in Nashville, Tennessee. The firm was founded in 2008 by Andrew Martin and Craig Israelsen. 7Twelve Advisors provides investment advisory services to an open-end registered investment management company, a unit investment trust and other investment advisors.

Founded in 1985 by J. Michael Stanfield, VSR Financial Services, Inc. is a full-service securities broker/dealer and investment advisor located in Overland Park, Kansas. The firm is a subsidiary of VSR Group LLC and their ultimate parent is RCS Capital Corp. (NYSE: RCAP). They refer to their advisory operations as "VSR Advisory Services" and their brokerage operations under the name "VSR," although both are trade names for the same corporation. The firm provides services to individuals, personal retirement plans, pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, estates, and corporations.