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Asset Allocation / Management Consultants: 11

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Investment Banking Consultant William Purcell

William H. Purcell

Investment Banking Expert Witness

225 Cedar Ridge Road

Bedminster NJ 07921
USA

phone: (908) 781-1803; cell: (908) 581-1203

fax: (908) 781-5865

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Financial Consultant Norman Katz

Norman Katz

Managing Partner

13681 Newport Ave.
Ste. 8-387

Tustin CA 92780
USA

phone: 949-263-8700

fax: 949-263-0770

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Wealth Management Financial Services Consultant Bob Lawson

Bob Lawson, FINRA Expert Witness

FINRA Expert Witness

3800 American Boulevard West
Suite 1500

Bloomington MN 55431-4460
USA

phone: 800-741-0704

fax: 952 217 5639

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Financial Planning Consultant Marguerita Cheng

Marguerita Cheng, CFP®, CRPC®, RICP®, CDFA™

Chief Executive Office

9841 Washingtonian Blvd. #200

Gaithersburg MD 20878
USA

phone: 301-502-5306

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Commercial Real Estate Consultant Rick Rivera

Rick Rivera

11777 San Vicente Blvd.
Suite 800

Los Angeles CA 90049
USA

phone: 310-231-5201

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Financial Services Consultant Frank Carr

Frank Carr

Financial Services Consultant

300 Flax Hill Road, Suite 21

Norwalk CT 06854
USA

phone: 203-344-9531 (Office) 203-249-7244 (Cell)

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International Fiduciary Consultant Karina Sneiderova

Dr. Karina Sneiderova, MBA, ICFA, ASI

Vice President

Headquarters
Rue General Dufour 22

Geneva CH-1211
CHE

phone: 41-225-752-948

fax: 41-225-948-025

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Fiduciary Consultant Daniel Reser

Daniel Reser

President

369-B Third Street, #543

San Rafael CA 94901
USA

phone: 415-482-9513

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Actuarial Risk Management Consultants Huggins Actuarial Services

Kim Piersol

Consulting Actuaries

111 Veterans Square, 3rd Floor

Media PA 19063
USA

phone: 610-892-1824

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Accounting Consultants Keegan Linscott Associates

Christopher Linscott, CPA, CFE, CIRA and

3443 N Campbell Avenue, Suite 115, Tucson, AZ 85719

USA

phone: 520-884-0176

fax: 520-884-8767

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Real Estate Consultant Steven Epcar

Steven Epcar

Principal, CPM

4907 Dartford Place

GRANITE BAY CA 95746
USA

phone: 650-773-5482

fax: N/A

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