Tom Stakem

Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations.

Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds.

Part of SVB Financial Group, Cunningham Henderson & Papin, Inc. is an investment management company. The company is based in Burlington, MA. The company was founded by Ron Holstein Henderson. Cunningham Henderson & Papin was acquired by Boston Private Bank & Trust Co. on August 02, 1995 for $4 million.

John Hancock Mutual Life Insurance Co. provides life insurance products and services. It offers whole life, term life, variable life and universal life insurance as well as college savings products, fixed & variable annuities, long-term care insurance, mutual funds and various forms of business insurance. The company's insurance products are issued by the following John Hancock insurance companies: John Hancock Life Insurance Company, John Hancock Variable Life Insurance Company, John Hancock Life Insurance Company (U.S.A.) and John Hancock Life Insurance Company of New York. John Hancock Mutual Life Insurance was founded in 1862 and is located in Boston, MA.

Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles.

National Association of Petroleum Investment Analysts is a Non-Profit organization, which engages in education of its members in their knowledge of the petroleum industry. The company was founded in 1974 and is headquartered in Concord, MA.