Russ Floyd

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.

Georgina Asset Management LLC operates as an independent investment research and asset management consulting firm. The firm provides investment advice and supervisory services to institutions and high net worth families, partnerships, trusts, foundations and public and private companies. Its services include education, investment planning, investment policy development, money manager due diligence, evaluation and selection, investment plan management and manager monitoring and performance measurement reporting. The company was founded by Robert H. Lipp in 2000 and is headquartered in Santa Monica, CA.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.