Griffin Sheehy

Shone Asset Management LLC (dba Shone Wealth Management) is a wealth management firm headquartered in Walnut Creek, California. The firm was founded by Mark Shoine in 2005 and is a subsidiary of Allworth Financial LP, which is owned by Allworth Financial Group LP. Shone Wealth Management provides fee-only financial planning services and investment advice to individuals, high net worth individuals, and corporate pension and profit-sharing plans.

Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients.