James Wellons Brinkley

Legg Mason, Inc. is a holding company. It engages in the provision of investment management and related products and services to institutional and individual clients, company-sponsored mutual funds, and other investment vehicles. The company was founded in 1981 and is headquartered in Baltimore, MD.

PHH Corp. engages in the provision of outsourced mortgage banking services. It operates through the Mortgage Production and Mortgage Servicing segments. The Mortgage Production segment offers mortgage loan origination services and sells mortgage loans. The Mortgage Servicing segment performs servicing activities for loans originated by PHH Mortgage and mortgage servicing rights purchased from others, and acts as a sub-servicer for certain clients that own the underlying mortgage servicing rights. The company was founded by Duane Peterson, Harley Howell, and Richard Heather in 1946 and is headquartered in Mount Laurel, NJ.

Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research

AARP Services, Inc. is a subsidiary of AARP that manages provider relationships and quality control oversight for a wide range of products and services available to AARP members. The non-profit company is based in Washington, and the CEO of the company is John Larew. These products include health, financial, travel, and leisure products, as well as life event services such as insurance, member discounts, and legal services. AARP Services also engages in new product development and consulting services.