Mark Andrew Fiedler

Autus Asset Management LLC (Autus) is a registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded by Mark Fiedler in 2001 and was acquired by Parallel Advisors LLC in 2023. Autus provides customized portfolio management solutions to individuals, pension and profit-sharing plans, other investment advisers, trusts, estates, charitable organizations, corporations and business entities.

L. Roy Papp & Associates LLP (LRP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by L. Roy Papp in 1978. LRP provides comprehensive wealth management services to affluent individuals and families as well as to institutions.

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.