LAMCO Advisory Services, Inc.

Nicholas J. Lamoriello

Chief Executive Officer

Mr. Lamoriello attended Providence College and the Graduate School of Business Administration of George Washington University. He is an associate member of the American Society of Pension Actuaries and is widely recognized for his work in the parallel paths of retirement planning, executive compensation and investment consulting.

Mark Lamoriello

President

Director of Investment Services

Mr. Lamoriello joined LAMCO as an Investment Management Analyst in 1992. Since 1997, Mr. Lamoriello has been the firm's Director of Investment Services. In this role, Mr. Lamoriello is responsible for overseeing the firm's Investment Operations and for chairing the firm's Investment Committee. As the firm's current President, Mr. Lamoriello will be responsible for executing the firm’s long term Strategic Vision. Mr. Lamoriello graduated Cum Laude from Boston College with a Bachelor of Science degree in Finance.

Sally A. Hanley-Whitworth, MBA

Vice President, Client Services

Chief Compliance Officer

Ms. Hanley-Whitworth is the Vice President of Client Services and also the Chief Compliance Officer for LAMCO Advisory Services, Inc. She is responsible for managing client relations, as well as overseeing the daily operations and compliance of the organization. Ms. Hanley-Whitworth joined the firm in 1992 and has over 15 years experience in the financial field. Prior to joining LAMCO, Ms. Hanley-Whitworth worked as a financial planner and a Mutual Fund Operations Supervisor. Ms. Hanley-Whitworth graduated from the University of Rhode Island with a Bachelor of Science Degree in Finance and from Providence College with a Masters Degree in Business Administration.

Andrew S. Zito

Vice President, Operations

Mr. Zito serves as the Vice President of Operations and is responsible for all aspects of firm operations including the coordination of all departments, staffing, and process/procedures. Mr. Zito is also responsible for developing and maintaining the firm’s strategic IT integration plan. He joined the firm in 2001, working in the Rhode Island office for a year before relocating to Florida to work in the Lake Mary office. In 2003, Mr. Zito developed Quantum, the firm’s industry leading portfolio management and performance reporting system, and continues to oversee its further development. Mr. Zito has a Bachelor of Science Degree in Finance from Bentley College.

John Lohr, Esq.

Director, Fiduciary Services

Mr. Lohr oversees the firm’s fiduciary process and will serve as Chairman of the firm’s Fiduciary Committee. Widely regarded as the top legal expert on fiduciary responsibility, John started his securities representation with EF Hutton in 1987. In 1995 John co-founded Lockwood Financial Services, where he served as Chief General Counsel, Corporate Secretary and President of Lockwood Financial Services, Inc., the firm’s broker dealer. John retired from The Lockwood Group of companies in 2002 when the firm was purchased by Bank of New York. John has published books on a variety of topics, including: Investing According to ERISA and Investing as a Fiduciary. Recently he has been an expert witness in some of the major headline-making corporate and securities fiduciary lawsuits.

Elizabeth A. Rovaldi, QPA, QKA

Retirement Plan Service Manager

With over 10 years of experience in the Retirement Plan industry, Ms. Rovaldi joined the firm in 2009 as a Retirement Plan Service Manager. Having previously worked as a Pension Plan Administrator and Trust Accountant, Ms. Rovaldi brings a wealth of knowledge and energy to LAMCO. She has attained her Qualified Plan Administrator(QPA) and Qualified 401(k) Administrator(QKA) designations from ASPPA, and as an ongoing member, is able to stay abreast of the most recent legislative changes that impact all Qualified Retirement Plans. Ms. Rovaldi graduated from Florida Southern College with a Bachelor of Science in Business Administration concentrating in Finance and Computer Information Systems.

Christian Campen

Investment Research Analyst

Mr. Campen is an Investment Research Analyst with LAMCO Advisory Services and a member of the Investment Committee. He brings over seven years of investment experience to the firm. In his current role, he is primarily responsible for performing due diligence on current and prospective investment managers. He is also responsible for both qualitative and quantitative searches for “Best In Class” investment options. Prior to joining Lamco, Mr. Campen worked for Watson Wyatt Investment Consulting in Atlanta, GA. Prior to Watson Wyatt, he spent four years on the investment team for Emory University’s Endowment Plan, the 8th largest endowment in the United States. Mr. Campen also has experience working on a Defined Benefit Plan in Georgia. Mr. Campen graduated from the Goizueta Business School of Emory University with a Bachelor of Business Administration degree concentrating in Finance and Accounting.

Charmaine Newbold

Director, Portfolio Operations & Reporting

Ms. Newbold began her career at LAMCO in May 1998 as a Portfolio Data & Performance Reporting Analyst, where she was responsible for generating regular performance evaluation reports for the firm. In 2007, Ms. Newbold was selected to manage LAMCO's new Portfolio Operations & Reporting Division, where she is responsible for overseeing portfolio accounting, data integrity, and all client reporting. Ms. Newbold graduated from the University of West Florida and earned a Bachelor of Science degree in Business Administration.