Robert T. Devlin

CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.

Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago.

Van Strum & Towne, Inc. (VST) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1927, VST provides investment counsel and wealth management services to high net-worth individuals, individuals, trusts, foundations, endowments, IRAs, 401(k) plans, partnerships, and pension and profit-sharing plans.