David C. Reif

CoachWise Financial Solutions, Inc. (CWFS) is an independent investment management firm headquartered in Tulsa, Oklahoma. The firm was founded by Donnie Davis and Don Hardcastle in 2004. CWFS offers investment management services to working professionals, affluent women, business owners, retirees, and clients in transition.

Mutual MoneyFlow Management (MMF) is a registered investment advisor located in Tulsa, Oklahoma.

Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Part of Pioneer Natural Resources Co., Prudential Bache Energy Partnerships is a limited partnership investment concern. The company is based in New York, NY. Prudential Bache Energy Partnerships was acquired by Parker & Parsley Acquisition Co. on July 07, 1993 for $446.54 million.