Matthew Steven Karr

Fragasso Financial Advisors, Inc. (Fragasso) is an independent, employee-owned SEC-registered investment advisor firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by Bob Fragasso in 1972 as The Fragasso Group, Inc. and changed its legal name to Fragasso Financial Advisors, Inc. in 2016. Fragasso offers discretionary asset management services through a program account to individuals, trusts, corporations, retirement plan sponsors, municipal pension plans, charitable institutions, foundations and endowments.

Founded in 2006, WhiteSand Research LLC is an independent research firm located in Pittsburgh, Pennsylvania. The firm publishes proprietary research on companies facing event-driven catalysts, including mergers & acquisitions, corporate buyback situations, turnarounds and capital restructurings. They primarily serve mutual fund managers and the hedge fund community. WhiteSand provides in-depth analysis of under-researched companies and strategies to identify complex or overlooked situations that can offer asymmetric risk/return advantages to the investor. Their periodicals organize the investment universe by functional sector rather than by the standard division by industry sector.

Symons Capital Management, Inc. (SCM) is an independent registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded by Edward Symons in 1983. SCM provides discretionary investment management services to individuals, banks, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, state or municipal government entities, corporations and other business entities.