Timothy P. Geelan

GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles.

The Lee Co. supplies precision fluid control products to industries including aerospace, formula 1 racing, oil exploration, automotive and off-highway equipment, and medical and scientific instruments. Its products include precision microhydraulics and electro-fluidic systems. The company was founded by Leighton Lee II in 1948 and is headquartered in Westbrook, CT.

Libraries Online, Inc. provides online automation services for libraries. The company was founded on February 1, 1982 and is headquartered Middletown, CT.

GSB Wealth Management LLC (GSBWM) is a registered wealth management firm headquartered in Guilford, Connecticut. The firm was founded in 1999 as Asset & Retirement Investment Associates LLC. Following the 2016 merger of Guilford Savings Bank’s Infinex brokerage unit and their subsidiary, Asset & Retirement Investment Associates, the newly formed firm was renamed GSB Wealth Management. GSBWM primarily provides individualized asset management to high net-worth clients.

The Lee Co., Inc. is a private company that manufactures miniature fluid control products. The company is based in Westbrook, CT. The company was founded in 1948 by Lee Leighton. William W. Lee has been the CEO of the company since 1995.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).