Mike Weaver

Berkshire Asset Management LLC (Berkshire) is an independent registered investment advisor and wealth management firm headquartered in Wilkes-Barre, Pennsylvania. Founded in 1986, the firm was acquired by Legg Mason, Inc. (NYSE: LM) in 1999 and they operated as its wholly-owned subsidiary until 2007. The firm is now employee owned and operated. Berkshire provides portfolio management and investment supervisory services to individuals, foundations, endowments, trusts, estates, corporations, and pension and profit-sharing plans and private pooled investment vehicles.

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.