David Mark Varadi

Blue Sky Asset Management LLC (BSAM) is a SEC-registered investment advisor headquartered in Englewood, Colorado. They are principally owned by Aveo Capital Holdings LLC. The firm was founded by Keys E. Tinney in 2013 to provide separate account solutions to institutions and advisors and their clients. BSAM manages three model portfolios (GenFolio) available exclusively on a third-party platform called SMArtX. The firm serves as a sponsor on the SMArtX platform and has no direct clients.

Macquarie Private Wealth, Inc. is an investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of Macquarie Group Ltd. (MQG.AX) and is part of the Macquarie Banking and Financial Services Group, the primary relationship manager for Macquarie's retail client base. Macquarie Private Wealth was formed in 2010 following Macquarie Group Ltd.'s purchase of Blackmont Capital from CI Financial Corp (CIX.TO). The firm is a member of the Canadian Investor Protection Fund (CIPF) and the Industry Regulatory Organization of Canada (IIROC).

Founded in 1936, Frank Russell Co. is a registered investment advisor located in Seattle, Washington. The firm is a part of Russell Investment Group. They are wholly-owned by LSEG US Holdco, Inc, itself a wholly owned non-operating subsidiary of London Stock Exchange Group plc. Frank Russell Co.'s clients consist of pension and profit sharing plans, endowments, foundations, charitable organizations, corporations or other institutional investors. The firm also has contracts through Russell-related entities to manage the cash equitization activities of pooled investment vehicles Frank Russell Co. operates through sub-advisory agreements with the investment managers of these pooled investment vehicles.

Part of Chemical Synthesis Services Business, CSS Analytical is a company based in Coleraine, UK. The British company was founded by David Mark Varadi.

Flexible Plan Investments Ltd. (FPI) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded by Jerry C. Wagner in 1981. FPI provides investment advisory services to individuals, high net worth individuals, investment companies including mutual funds, corporate pension and profit-sharing plans, charitable organizations, state or municipal government entities, not for profit organizations, trusts, corporations and other businesses.