LPL Financial (NASDAQ: LPLA) is an independent broker-dealer, an RIA custodian, and a leading independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to financial advisors and financial institutions. In addition, LPL Financial provides customized clearing, advisory platforms, and technology solutions for financial advisors licensed with insurance companies. For more information visit the company’s Web site at: www.lpl.com

William Blair & Company is a global investment banking and asset management firm committed to building enduring relationships with clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is based in Chicago, and has office locations in 10 cities, including London, New York, Shanghai, and Zurich. For more information on William Blair & Company, visit www.williamblair.com

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