West David Whittaker

Carmel Capital Management LLC (CCM) is an independent registered investment advisory and wealth management firm headquartered in Carmel, California. The firm was founded by West D. Whittaker in 1999. CCM provides comprehensive investment management and wealth management services for individuals, trusts, pension plans, and charitable and educational endowments and foundations.

Neumeier Poma Investment Counsel LLC (NPIC) is an independent registered investment advisor headquartered in Carmel, California. The firm was founded by Peter L. Neumeier in 1985 as Neumeier Investment Counsel LLC. NPIC provides advisory services and discretionary portfolio management to institutional and high-net worth clients in a long only strategy.

PLM International, Inc. invests in the transportation, real estate, and financial service businesses. The firm engages in the purchase, operation, and sale of vessels, tankers, and dry-bulk vessels, as well as a fleet of commercial and regional aircraft. The company was founded in 1972 and is headquartered in South Norwalk, CT.

Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments.