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	Professional Team Mitchell Pletcher President, Chief Investment Officer map@cichome.com Mr. Pletcher holds a Bachelor of Science Degree in Civil Engineering from Colorado State University. After beginning his professional career as a Consulting Engineer in 1980, Mr. Pletcher became interested in Investment Management while attending graduate school at Arizona State University. He entered the financial industry in 1982, becoming an Investment Consultant and Portfolio Manager with Dean Witter and later Shearson Lehman. He formed Concord Investment Counsel in 1991. Mr. Pletcher’s knowledge of investment management, equity research, and economic trends is highly regarded in the Southern California business community. He is a regular speaker with management groups of major corporations throughout California. Brian Thomas Equity Analyst brian@cichome.com Mr. Thomas holds a Bachelor of Science degree in Economics from The Wharton School of the University of Pennsylvania. A former member of the Pacific Exchange with 10 years of experience in the securities industry, Mr. Thomas previously worked as a professional market maker on the options floor in San Francisco and was head trader for Chicago-based Van Buren Securities. He joined Concord as an analyst from 2002-2005. During a two year leave of absence he successfully ran a proprietary long/short equity portfolio specializing in relative value. In addition to his security analysis skills, he possesses highly specialized knowledge of derivatives and alternative investment products. Steve Davis Equity Analyst steve@cichome.com Mr. Davis holds a Bachelor of Arts degree in Economics from the University of Arizona and an MBA in Finance from the University of Southern California, and is a Level III CFA candidate with over 10 years of financial industry experience. Prior to joining Concord, Mr. Davis was co-manager of a sector-based index portfolio for Wedbush Morgan Securities and a trading post supervisor with Quantech Securities. Mr. Davis has broad experience in equity research and portfolio trading and management. His duties at Concord involve equity research and analysis, trading and administration, and account transitions. Jack Schofield Equity Analyst jack@cichome.com Mr. Schofield holds a Bachelor of Science degree in Chemical Engineering from the University of Minnesota and an MBA from Case Western Reserve University in Cleveland, Ohio. Mr. Schofield brings decades of industry, business, and financial experience to Concord and devotes his analytical efforts with the firm to qualitative and quantitative equity research. Prior to joining Concord in 1993, Mr. Schofield was self-employed as a private investor. Jill Pletcher Investment Consultant jill@cichome.com Ms. Pletcher holds a Bachelor of Science Degree in Business Administration from Arizona State University. Ms. Pletcher entered the financial industry in 1984 as a Trust Officer for Bank of America. In 1989, Ms. Pletcher joined Boston Safe Deposit & Trust Company where she managed the trust department in their Newport Beach office. In 1993 she joined U.S. Trust Company as a Vice President and Senior Trust Officer where she helped establish a de novo office in Costa Mesa and manage the trust department. Michael P. Buccowich CFP^® Investment Consultant mpb@cichome.com Mr. Buccowich holds a Bachelor of Arts degree from UCLA and is a Certified Financial Planner^TM practitioner. Mr. Buccowich began his career in the financial industry in 1996 as a Financial Consultant with Morgan Stanley. At Concord, Mr. Buccowich serves as an Investment Consultant and is responsible for providing marketing support to advisors in our distribution channels. He is a member of the Orange County Chapter of the Financial Planning Association and serves on the boards of two non-profit corporations. George J. Gajewski Investment Consultant, Portfolio Administrator george@cichome.com Mr. Gajewski holds a degree in Management Information Systems from Douglas College, Vancouver, British Columbia, Canada. His career has spanned diverse roles from the technically focused to the client-centered, with experience as Technical Analyst at University Hospital in Vancouver for 7 years and as owner of his own computer consulting business for 16 years. His unique background as a, problem-solving technician, businessman and European provides a pragmatic and balanced perspective for investors in global capital markets. At Concord, Mr. Gajewski serves as a Investment Consultant and is responsible for the Institutional Investment channel of the firm. George is a lifelong tennis player, skier and snowboarder. Chad King Investment Consultant chad.king@cichome.com Mr. King holds a Bachelor of Science degree in Business Administration from the University of Kansas and an MBA from the University of North Florida. After beginning his financial services career in the retail sector in 1999 with Merrill Lynch, Mr. King gained broad industry knowledge working in institutional sales for Lehman Brothers. In addition to his institutional experience, Mr. King was drafted in the 1994 professional baseball draft and served as two-time team captain for the University of Kansas men’s baseball team. At Concord, Mr. King serves as an Investment Consultant and is responsible for the Institutional Investment channel of the firm.