John Roberson Pearce

Van Hulzen Asset Management LLC, dba Van Hulzen Financial Advisors (Van Hulzen), is an independent, SEC-registered investment advisor and wealth management firm headquartered in El Dorado Hills, California. The firm was founded by Craig D. Van Hulzen in 1998. Van Hulzen provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, private investment vehicles and corporations on a discretionary and non-discretionary basis.

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

GoalPath Financial Planning is a registered investment advisor located in Los Altos Hills, California