Steve S. Rubinstein

The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Coca-Cola Enterprises, Inc. markets, produces, and distributes nonalcoholic beverages. It distributes products to customers in Belgium, continental France, Great Britain, Luxembourg, Monaco, the Netherlands, Norway, and Sweden. Its products include Coca-Cola, Diet Coke/Coca-Cola Light, Coca-Cola Zero, Fanta and Capri-Sun. The company was founded in 1944 and is headquartered in Atlanta, GA.

Part of Verizon Communications, Inc., ConTel Corp. is a telecommunications company. The company is based in Atlanta, GA. ConTel was acquired by GTE Corp. on March 15, 1991 for $6,421.20 million.

Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices.