James R. McGlynn

Summit Investment Partners LLC is a registered investment advisor located in Cincinnati, Ohio with an additional office in Lincoln, Nebraska. The firm is a subsidiary of UNIFI Cos., a mutual holding company. Summit Investment Partners is comprised of three entities: Summit Investment Advisors, Inc, Summit Investment Partners, Inc. and Union Central Mortgage Funding. Summit Investment Partners manages assets for insurance companies, public and private pension funds, endowments, foundations, mutual funds and high net-worth individuals. The firm is also the advisor for the Summit Apex/Pinnacle family of mutual funds.

American National Insurance Co. is a financial services company, which engages in the provision of life insurance, annuities, health insurance, credit insurance, pension products and property, and casualty insurance for personal lines, agribusiness, and commercial exposures. It operates through the following business segments: Life, Annuity, Health, Property and Casualty, and Corporate and Other. The Life segment provides individual and group life insurance products, including whole life, term life, and universal life and credit life insurance. The Annuity segment offers fixed, indexed, and variable annuity products. The Health segment includes medicare supplement, supplemental insurance, medical expense, stop-loss and credit disability products. The Property and Casualty segment consists of personal lines, and credit-related property insurance products. The Corporate and Other segment comprirses of invested assets that are not used to support its insurance activities. The company was founded by William L. Moody Jr. in 1905 and is headquartered in Galveston, TX.

Securities Management & Research, Inc. (SMR) is a registered investment adviser and registered broker/dealer founded in 1964. The firm is a wholly-owned subsidiary of ONE Financial, Inc. Headquartered in Cedar Rapids, Iowa, SMR serves as the investment manager and advisor for the equity and fixed-income portfolios of ONE Financial, Inc. and its affiliated companies. They also serve as an investment advisor for registered investment companies, retirement plans, bank trust funds, non-profit foundations and private client portfolios throughout the US.

Tom Johnson Investment Management, Inc. (TJIM) is a registered independent wealth management firm headquartered in Oklahoma City, Oklahoma. The firm was founded by Thomas Johnson in 1983. TJIM offers investment services to a broad range of clients, such as pension, profit-sharing and 401(K) plans, individual taxable, individual retirement accounts (IRA), foundations, banks, insurance companies, public funds, corporations and sovereign funds.

Founded in 1976, Calvert Investment Management, Inc. is a registered investment advisor located in Bethesda, Maryland. The firm is a direct subsidiary of Calvert Research & Management. Their ultimate parent is Eaton Vance Corp. (NYSE: EV). Calvert Investment Management provides investment management services through mutual funds and separate accounts to institutional investors, retirement plans, financial intermediaries and their clients.