Glenn E. Murphy

Founded in 2003, PalmerDodge Advisors LLC is a registered investment advisor located in Boston. The firm is a wholly-owned subsidiary of Edwards Angell Palmer & Dodge LLP. Edwards Angell Palmer & Dodge's private clients serve as trustees of trusts and charitable foundations and executors of estates. PalmerDodge Advisors advises these clients in managing the investments of those trusts, estates and foundations. Through PalmerDodge Advisors, investment professionals and their staff are able to offer investment services to clients with non-fiduciary accounts including agency accounts, endowments, IRAs, 401(k)s and other retirement vehicles.

The Travelers Insurance Co. used to offer individual annuities, individual life insurance, institutional protection and asset accumulation products. The company's principal individual products included traditional life, universal and variable life insurance, fixed and variable annuities, as well as income annuities. The company's two reportable business segments were Travelers Life & Annuity and Primerica. Travelers Life & Annuity was licensed to sell and market its individual products in all 50 states, the District of Columbia, Canada, Puerto Rico, Guam, the Bahamas, US and British Virgin Islands. The company was headquartered in Hartford, CT

Old Harbor Capital Management LLC, (OHC), and their affiliate Ensign Investment Advisers LLC, is a registered investment advisor that specializes in discretionary account management. The firm is located in Boston.

Part of BrightSphere Investment Group, Inc., Pell Rudman & Co. is an investment manager. The company is based in Boston, MA. Pell Rudman was acquired by Old Mutual (US) Holdings, Inc. on December 24, 1992.