Mark Duane Steffe

First Command Advisory Services, Inc. (FCAS) is an investment advisor headquartered in Fort Worth, Texas. The firm is a subsidiary of First Command Financial Services, Inc., which is owned by First Command Financial Planning, lnc. ESOP Trust. FCAS offers advisory services to active-duty military and their immediate family.

First Command Financial Services, Inc. (FCFS) headquartered in Fort Worth, Texas. The firm was founded in 1958 and is a subsidiary of First Command Financial Planning, Inc. ESOP Trust. FCFS provides insurance products and services to active and retired or separated military families.

First Command LIC (Investment Portfolio) (First Command-IP) is the investment portfolio division of First Command LIC, which is owned by First Command Financial Services, Inc. The firm is headquartered in Fort Worth, Texas. First Command-IP offers financial planning services, asset management services, and other investment advisory services to individuals, corporate entities, and trusts only.

TIAA-CREF Individual & Institutional Services LLC (TC Services) is a wealth management firm headquartered in New York City. The firm was founded in 20055 and is a wholly owned subsidiary of Teachers Insurance & Annuity Association of America, which is owned by TIAA Board of Governors. TC Services provides investment advisory services to individuals.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.