Bret Hoag

Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO.

PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.

Nittany Bank operates as a federal chartered bank. It offers personal and business banking, and insurance services. The company was founded by Samuel J. Malizia and David Z. Richards Jr., in 1997 is headquartered in State College, PA.

Founded in 2000, Vantage Investment Advisors LLC is a registered investment advisor located in State College, Pennsylvania. The firm is a direct subsidiary of Mariner Wealth Advisors LLC and is ultimately owned by the Bicknell Family Management Co. Trust. They provide services to high net-worth individuals, trusts and qualified plans.