Bryan John Mortenson

Long Lake Capital Management LLC (Long Lake) is an independent, SEC-registered investment advisor headquartered in Birmingham, Michigan. Founded in 2014, Long Lake designs and manages investment portfolios for individual clients, families, trusts, estates, and other entities.

R.H. Bluestein & Co. LLC (RHB) is a registered investment advisor and wealth management firm headquartered in Birmingham, Michigan. The firm was founded in 1990 and is a subsidiary of CI Private Wealth US LLC, which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. RHB provides investment management and supervisory services to both separately managed accounts and pooled investment vehicles. Their clients also include individuals, corporations, endowments, foundations, trusts, estates, and pension and profit-sharing plans.

The Huntington National Bank engages in the provision of personal and business banking services to individuals and families, small and middle market businesses, and not-for-profit businesses. Its services include online and mobile banking, borrowing, investments, insurance, planning, and security services. The company was founded in 1866 and is headquartered in Columbus, OH.

Wells Fargo Financial LLC provides financial services. It offers real estate-secured lending, automobile financing, consumer and private-label credit cards and commercial services to consumers and businesses. The firm serves industries and government entities through different stores in the U.S. and Canada. The company was founded by Jacob Levitt in 1897 and is headquartered in Des Moines, IA.