Officers

Governing Committee – Officers

Joseph Zaets
President

Morgan Stanley & Co, Inc
Harborside Financial Center Plz
Plaza 2 - 2nd floor
Jersey City, NJ 07311
(201) 830-4820 Tel
(201) 369-7843 Fax

Kevin McCosker
Executive Vice President

Pershing, LLC
300 Colonial Center Parkway
Lake Mary, FL 32746
(321) 249-4310 Tel
(407) 833-2547 Fax

Vice President

Derek Yen

Secretary

Edward Jones

8640 S. River Parkway
Tempe, AZ 85284
(480) 337-6059 Tel
(480) 337-2505 Fax

Dianne M. Tilley
Assistant Secretary

CitiGroup Global Markets
700 Red Brook Blvd
Owings Mills, MD 21117
(410) 559-0670 Tel
(443-703-5698) Fax

Leeanne Calciano
Treasurer

JP Morgan Clearing Corp
One MetroTech Center N
Brooklyn, NY 11201
(347) 643-1920 Tel
(973) 463-5006 Fax

Scott Brady
Assistant Treasurer

Merrill Lynch, Pierce, Fenner & Smith
4800 Deer Lake Drive East
Jacksonville, FL 32246
(904) 218-6670 Tel
(904) 218-5485 Fax

Executive Committee -- Directors

Steve Goodrich

TD Ameritrade

4600 Alliance Gateway

Fort Worth, TX 76177

(817) 490-2519 Tel

(817) 491-5710 Fax

Diana Langley

Edward Jones

8640 S. River Parkway
Tempe, AZ 85284
(480) 337-5867 Tel
(480) 337-2505 Fax

Seth Laudie
Goldman Sachs & Co
295 Chipeta Way, 4th Fl
Salt Lake City, UT 84108
(801) 884-4035 Tel
(212) 482-9764 Fax

Kurt Leneis
Charles Schwab
2423 E Lincoln Drive
Phoenix, AZ 85016
(602) 355-3587 Tel
(602) 355-7035 Fax

Louis Lepore
DTCC
55 Water Street, 31st Floor
New York, NY 10041-0099
(212) 855-4223 Tel
(212) 269-0162 Fax

Evan Oliveaux
National Financial Services
1 Destiny Way CR2E
West Lake, TX 76262
(817) 474-9435 Tel
( ) - Fax

Pattie Schuchman
Wells Fargo Advisors

Mail Stop: F260
One North Jefferson Ave
St Louis, MO 63103
(314) 955-2326 Tel
(314) 955-7370 Fax

Phillip G. Smith (Grant)
SEI Private Trust Company
1 Freedom Valley Drive
Oaks, PA 19456
(610) 676-1977 Tel
(484) 676-1977 Fax

Advisor

Ron Marino

Officers

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