Erik Robert Edstrom

Access Financial Services, Inc. (AFS) is an independent wealth management firm and SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Stephen E. Kairies in 1990. AFS manages individualized portfolios for individuals, institutions, retirement plans and non-profit organizations.

Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients.