Jerry Peter Georgopoulos

Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Executive Financial Group was established as a response to the Sarbanes-Oxley Act. Their mission is to provide their clients with enduring value by crystallizing their financial objectives and providing unbiased analysis and insight to meet there dreams. They take no commissions or other fees from third parties. They feel that this is the best format in order to minimize potential conflicts of interest. The process they utilize in providing financial planning services is both structured and flexible. It is structured to ensure that all areas of financial planning are systematically addressed with each client where applicable. It is also flexible in that every client is unique in his or her goals, objectives and financial situation. In addition, they provide each client with a substantial amount of correspondence and documentation of issues covered and recommendations made so that he or she has a record of all substantive discussions. Their service is comprehensive and they welcome customers to take a tour of the scope of service memorandum by hitting the 'service' link. Their counselors will have at a minimum a JD or MBA with a minimum of seven years of experience counseling clients. This insures that customers will not be given a junior counselor like many organizations practice. In addition, they require a minimum of 40 hours of continuing education and have a formal quality control process that evaluates the performance of the Counselor.The best guide on the quality of the organization is not what they say but what their clients say about customers.

The Ayco Co. LP is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, which is owned by Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Ayco provides investment management services clients to individuals, who may invest their assets with them directly, as individuals, or through private investment vehicles, such as privately held corporations, partnerships, limited liability companies, profit sharing plans, and trusts and estates. The firm also provides investment management services to institutional clients and charitable organizations, such as the Ayco Charitable Foundation, a public charity.