Chris P. McCarthy

Horizon Kinetics LLC provides investment advice. The company was founded in 2011 and is headquartered in New York, NY.

ExpertPlan, Inc. provides private label recordkeeping solutions. The firm offers retirement plan solutions and services for companies and organizations. Its services include consulting services, cash balance retirement plans, defined benefit plans, and defined benefit/defined contribution combination plans; retirement plan management, administration, and compliance services. The company was founded by Winthrop Cody in 1999 and is headquartered in East Windsor, NJ.

American Skandia, Inc. provides annuities, mutual funds and college savings services. The company is headquartered in Shelton, CT.

Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.