Sean David Volk

Cookson Peirce & Co., Inc., do-business-as CooksonPeirce Wealth Management (CooksonPeirce), is an independent, SEC-registered investment adviser and wealth management firm headquartered in Pittsburgh, Pennsylvania. Founded in 1984, CooksonPeirce provides wealth management and financial planning services to individuals, high-net worth individuals, trusts, endowments, pensions and foundations.

Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients.

Founded in 2007, BNY Mellon Capital Markets, Inc. is broker/dealer headquartered in New York City. They are a subsidiary of Bank of New York Mellon Corp. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.