Cherry Thi Phan

Durbin Bennett Private Wealth Management LLC (Durbin Bennett) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded as Durbin Bennett Peterson Private Wealth Management LLP in 2001 by Brent Durbin, Richard Bennett and Hal Peterson. Durbin Bennett provides discretionary and non-discretionary asset management services and investment consulting services to high net-worth individuals, trusts, estates, foundations, endowments and other related entities.

Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors.

Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.