Bernadette Kehl

Advest Bank and Trust Company is a federally chartered bank and a division of The Advest Group, Inc. that focuses exclusively on trust and estate planning. They are headquartered in Hartford, Connecticut. The Advest Group was acquired by The MONY Group (NYSE: MNY) in 2001. In late 2003, AXA Financial, Inc. announced a merger agreement to acquire 100% of MONY. AXA Financial is a subsidiary of holding company AXA SA (NYSE: AXA).

Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients.