John A. Appleby

Rockwood Investment Counsel LLC provides investment advisory services. The firm offers investment management, financial planning, equity research and trading and consulting services. The company was founded by John A. Appleby and is headquartered in La Jolla, CA.

Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP.

Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH.

Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations.