Brad Wallick

T. Rowe Price Associates, Inc. (Price Associates) is a SEC-registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

CT Financial Advisors LLC is an independent investment management firm headquartered in Chadds Ford, Pennsylvania. The firm was founded in 2011 and offers investment advisory services to individuals, high net-worth individuals, trusts, estates, business and pooled investment vehicles in Pennsylvania and other states.