TD Ameritrade

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Fifth Third Bancorp is a diversified financial services company headquartered in Cincinnati, Ohio. The Company had $144 billion in assets and operated 1,191 full-service Banking Centers, including 94 Bank Martlocations, most open seven days a week, inside select grocery stores and 2,541 ATMs in Ohio, Kentucky, Indiana, Michigan, Illinois, Florida, Tennessee, West Virginia, Pennsylvania, Missouri, Georgia and North Carolina. Fifth Third operates four main businesses: Commercial Banking, Branch Banking, Consumer Lending, and Wealth and Asset Management. Fifth Third also has a 18.3% interest in Vantiv Holding, LLC. Fifth Third is among the largest money managers in the Midwest and, as of June 30, 2016, had $305 billion in assets under care, of which it managed $26 billion for individuals, corporations and not-for-profit organizations.Investor informationand press releasescan be viewed atwww.53.com. Fifth Third's common stock is traded on the NASDAQGlobal Select Market under the symbol "FITB." Fifth Third Bank was established in 1858. Member FDIC, Equal Housing Lender

UBS Financial Services in Grand Rapids, MI, is dedicated to fostering lasting relationships by prioritizing clients' needs and goals. With over 160 years of experience and a commitment to best-in-class advice, UBS empowers its financial advisors to provide customized wealth management strategies aimed at achieving clients' financial aspirations. Led by Executive Director Jeffrey Catlin, who has over thirty years of experience in wealth management, UBS promotes a comprehensive investment approach known as UBS Wealth Way. This strategy focuses on key dimensions such as liquidity, longevity, and legacy, addressing both immediate financial requirements and long-term objectives for its clients. Generated from the website