James Robert Brown

Founded in 1915, Clifford Associates LLC manages assets for individuals, family trusts endowments, charitable trusts, universities, hospitals and other non-profit organizations. They are based in Pasadena, California.

First Financial Bank is an investment advisor headquartered in Terre Haute, Indiana. The bank traces their origins to 1834, when the Terre Haute branch of the State Bank of Indiana was founded. The firm received approval to establish a multi-bank holding company from the Federal reserve Board and in February 1983 First Financial Corp. (NASDAQ: THFF) became the holding company for what was then known as Terre Haute First National Bank. Through growth and mergers, First Financial has become a strong group of community banks. In 2003, the unification of affiliate banks as First Financial Bank began. The Morris Plan of Terre Haute and Forrest Sherer Insurance, members of First Financial Corporation, were not included in the unification. First Financial Bank is the oldest national bank in Indiana and the 6th oldest bank in the US, still holding the 47th charter granted in the US.

Clifford Swan Investment Counsel LLC (Clifford Swan) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. Founded in 2007, Clifford Swan provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, charitable institutions, foundations, endowments, private corporate pension and profit-sharing plans, and other corporations and businesses.