Dave O'Donnell

Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

The Canandaigua National Bank & Trust Co. (CNB) is a full-service bank and trust firm headquartered in Canandaigua, New York. The firm was founded in 1887 and is a subsidiary of Canandaigua National Corp. (OTCMKTS: CNND). CNB provides a full range of financial services, including banking, trust, investment, and insurance services to individuals, businesses, corporations, and municipalities.

Allstate Insurance Co. provides insurance and financial services. It offers property, liability, life, reinsurance and commercial insurance services. The firm's clients include individuals, institutions and commercial organizations. The company was founded in 1931 and is headquartered in Dallas, TX.

EPIC Advisors, Inc. engages in the provision of retirement plan services. It offers open-architecture retirement plan recordkeeping, marketing and service solutions. The company was founded by James M. Genthne in 1993 and is headquartered in Rochester, NY.

Eaton Vance Short Duration Strategic Income Fund is a non-diversified, closed-end management investment company. The Fund's investment objective is to provide a high level of current income. Its secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The Fund currently invests in Cash Reserves Fund. The company was founded on November 26, 1990 and is headquartered in Boston, MA.

Fischer Investment Group, Inc. (FIG) is an independent, SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Robert J. Fischer in 1984. FIG offers discretionary and non-discretionary investment management to individuals, corporations, non-profits, endowments, trusts and retirement plans.

Phoenix American, Inc. provides financial and technology services. Its services includes CRM solutions, sales reporting, compliance solutions, printing and fulfilment, bank leasing programs, financial outsourcing, software development and cable television services. The company was founded by Gus Constantin in 1972 and is headquartered in San Rafael, CA.

Arizona Coyotes operates a professional hockey franchise. The company is a member of the Pacific Division of the Western Conference of the National Hockey League (NHL). The company also markets sports merchandise, tickets and collectable hockey game items. Arizona Coyotes was founded 1972 and is headquartered in Glendale, AZ.

Hockey Western New York LLC owns and operates a professional hockey franchise. It markets sports merchandise, match tickets and collectable game items. The company is headquartered in Buffalo, NY.

State of New York Mortgage Agency provides financing for low and moderate-income employees. It provides loans to builders and developers to fund community development and neighborhood preservation projects. The company was founded in 1970 and is headquartered in New York, NY

Sun Orchard Fruit Co., Inc. stores and packages apples. The firm packs apples harvested from orchards in central and western New York and ships them to customers. Its products include gala, jonagold and empire apples. The company was founded in 1952 and is headquartered in Burt, NY.

Rochester Business Journal, Inc. provides publishing services. It offers News, Opinion Polls, Books and Advertising services. The company was founded in 1987 and is headquartered in Rochester, NY.

Ovation Payroll, Inc. engages in the provision of payroll services. It offers payroll tax preparation and administration, Internet payroll reporting, and direct deposit. The company was founded by Richard T. Aab and Ronald S. Ricotta in 2001 and is headquartered in Rochester, NY.

Bishop Kearney High School provides educational services. It offers the resources for personal enrichment in intellectual, social, spiritual, cultural and athletic pursuits. The company was founded in 1961 and is headquartered in Brooklyn, NY.

The TD Fischer Group, Inc. provides marketing services. Its services include three-dimensional rendering, large format graphics printing and laminating, interactive touch-screen kiosks, warehousing, fulfillment programs, portable displays, and screen printing. The company was founded in 1997 and is headquartered in Wausau, WI.

Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.