Hildebrand Ulli

Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Part of NFP Holdings LLC, Schechter Wealth Strategies is an American company that provides wealth advisory and financial services. Marc Schechter has been the CEO of the company since 2002.

Telemus Capital Partners LLC provides objective financial advice to clients to help them plan and achieve their financial goals. The private company is based in East Lansing, MI. The company's services range from financial planning to wealth transfers, philanthropy, and education savings. The company assists clients in managing their personal balance sheets and developing asset allocation strategies that align with their objectives.

Silver Lane Advisors LLC operates as an investment bank. The firm advises financial institutions undergoing transformational events, including mergers, acquisitions, capital raises, recapitalizations, re-equitizations, and joint ventures. It also provides valuation advisory services and structure ownership succession plans. The company was founded by Elizabeth Bloomer Nesvold in 2007 and is headquartered in New York, NY.

Fischer & Co. LLC engages in operating as an independent investment advisor. It serves private clients and middle market institutions. The company was founded by Alan A. Fischer and is headquartered in New York, NY.

HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals.

RPOA Advisors, Inc. (dba Retirement Planners of America) is an independent, SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded by Kenneth “Ken” Moraif in 2011 and is principally owned by the Moraif Family Exempt Irrevocable Trust, for which Ken Moraif serves as Trustee. Retirement Planners of America provides financial planning, investment management, family estate planning & income tax planning services to individuals who are retired or soon to be retired.

Clc-Squared LLC provides health care consulting services. The company is headquartered in North Riverside, IL.

Pb Insurance Group is an independent insurance brokerage firm that specializes in providing customized insurance strategies for individuals and small businesses. The American company focuses on life, long term care, and disability insurance. The private company aims to deliver reasonable prices for their clients, even for those with a family medical history that may make it difficult to obtain a policy.

UBS Wealth Management (Singapore) (UBSWM-Singapore) is the wealth management operation of UBS AG (Singapore), a subsidiary of UBS AG (NYSE: UBS) in Switzerland. The firm provides a range of services including strategic wealth planning, liquidity solutions, retirement planning and succession planning to private clients.

Securian Financial Group, Inc. provides insurance, retirement planning and investment services. It offers individual and group life and disability insurance, annuities and mortgage life insurance. The firm also provides mutual funds, institutional asset management, annuity and retirement plans through its subsidiaries. The company was founded by Russell Dorr on August 6, 1880 and is headquartered in St. Paul, MN.

Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The company is based in Philadelphia, PA.

Principal Financial Services, Inc. provides brokerage, insurance and mortgage services. It offers retirement, group insurance benefits, business planning and protection solutions, and employees benefits, estate planning and personal trusts, life insurance and income protection. The company is headquartered in Des Moines, IA.

Symetra Life Insurance Co. (Investment Portfolio) (Symetra-IP) is the investment portfolio division of Symetra Life Insurance Co., an insurance management firm headquartered in Bellevue, Washington. The firm was founded in 1957 and is a subsidiary of Symetra Financial Corp., itself owned by Sumitomo Life Insurance Co. in Japan. Symetra provides annuities, life insurance and benefits products to people and businesses nationwide. Symetra-IP manages the investment portfolio of insurance clients.

Toyota Motor Manufacturing Kentucky, Inc. manufactures automobiles. It produces the Camry, Avalon, and Venza models, as well as 4-cylinder- and V6 engines. The firm was founded in 1986 and is headquartered in Georgetown, KY.

Metalsa Beteiligungs GmbH manufactures automotive parts and assemblies. The company was founded on August 08, 2008 and is headquartered in Bergneustadt, Germany.

Part of NanoXplore, Inc., Voltaxplore, Inc. is a joint venture between Martinrea International Inc. and NanoXplore Inc. The company is based in Montreal, Canada. Voltaxplore is focused on commercializing and developing graphene-enhanced lithium-ion batteries for the electric vehicle market. Soroush Nazarpour has been the CEO of the Canadian company since 2021. Voltaxplore was acquired by NanoXplore, Inc. on March 27, 2023 for $6.69 million.

The Original Equipment Suppliers Association operates as an association for equipment supplies. The private company is based in Troy, MI. Julie A. Fream has been the CEO of the company since 2013.