FIDELITY INVESTMENTS

Wells Fargo Advisors operates as a trade name for Wells Fargo Clearing Services LLC, serving as a registered broker-dealer and a non-bank affiliate of the Wells Fargo Company. The firm provides investment and insurance products that are not insured by the FDIC or any federal government agency, and they carry investment risks, including potential loss of the principal amount invested. The team of financial advisors at Wells Fargo Advisors includes professionals with extensive expertise in financial services. They are committed to helping clients navigate their investment strategies while emphasizing the importance of informed decision-making and risk awareness. Generated from the website

Mercer Advisors is one of the largest personal financial advisory firms in the United States. With more than $3 billion in assets, it offers a range of financial services for health care and dental professionals. Established in 2001, it employs a staff of over 150 financial planners, attorneys and accountants. The company offers financial planning and investment management services. It also provides cash flow analysis, asset protection, and retirement and business planning services. Mercer Advisors provides disability and long-term care insurance options. It additionally assists clients in the legal documentation of associate and partnership contracts and purchase and sale agreements. The company serves nearly 3,400 clients that include several medical and dental associations. Headquartered in Scottsdale, Ariz., Mercer Advisors maintains offices in Atlanta; Bellevue, Wash.; Schaumburg, Ill.; Dublin, Ohio; Houston; Novi, Mich.; West Conshohocken, Pa.; Santa Barbara, Calif.; and Vancouver, Canada.