Terri Connelly

The Retirement Corporation of America (RCA) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1988 and formerly known as Retirement Capital Advisors, Inc. They are owned by Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). RCA provides advisory services to individual investors.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations.

Pinnacle Bank operates as a national chartered commercial bank. The company was founded in 2000 and is headquartered in Nashville, TN.

First Mercantile Trust Co. provides retirement plans and investment programs. It distributes products through investment consultants, brokerage firms, and financial institutions. The company was founded in 1972 by Kenneth B. Lenoir and is headquartered in Memphis, TN.

Carolinas Investment Consulting LLC provides investment advice, financial guidance, and retirement planning services to families, individuals, businesses, and institutions throughout the Southeast. The private company is based in Charlotte, NC. The company offers expert advice on financial and investment management, as well as retirement planning. The company has developed a Business Continuity Plan to address how they will respond to events that significantly disrupt their business. Carolinas Investment Consulting builds relationships with businesses and corporations to provide retirement plan consulting, investment management, and financial planning.

Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is majority-owned by Driehaus Capital Holdings LLLP. Driehaus manages long-only equity and multi-asset alternative strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI).

Fidelity Investments Life Insurance Co. provides insurance services. The firm develops, distributes, and markets insurance products. It serves to the individual investors, employers, and advisors and institutions. The company was founded in 1987 and is located in Salt Lake City, UT.