Jeremy Dale Schares

Protective Life Insurance Co. operates as a stock life insurance company. It engages in the provision of financial services. It operates under the following segments: Real Life and Annuity, Acquisitions, Stable Value Products, Asset Protection, and Corporate and Other. The Retail Life and Annuity segment markets fixed universal life, indexed universal life, variable universal life, traditional, fixed annuity, and variable annuity. The Acquisitions segment focuses on acquiring, converting, and/or servicing contracts from other companies. The Stable Value Products segment sells fixed and floating rate funding agreements. The Asset Protection segment deals with the marketing of extended service contracts. The Corporate and Other segment is consisted of net investment income on assets. The company was founded in 1907 and is headquartered in Birmingham, AL.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Soundpath Investment Advisors LLC (Soundpath) is an asset management firm headquartered in Ridgeland, Mississippi. The firm was formerly named Medley & Brown LLC and is the successor to Medley & Company, Inc. (dba Medley & Brown), which was founded in 1988. They were acquired in 2023 by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. Soundpath provides portfolio management services to individuals, high-net worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, or other business entities.

Wintrust Investments LLC (WTI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1931 and formerly known as Wayne Hummer Investments LLC and changed their name to Wintrust Investments LLC in 2018. They are a subsidiary of Wintrust Bank, NA, which is owned by Wintrust Financial Corp. (NASDAQ: WTFC). WTI provides portfolio management services to individuals, high-net worth individuals, banking or thrift institutions, corporate pension and profit-sharing plans, foundations, endowments, trust programs, and other US institutions.

Founded in 1974, LaSalle Street Securities LLC is a privately owned broker/dealer headquartered in Elmhurst, Illinois. The firm's product line includes access to individual securities, options, wrap programs, syndicate offerings/IPOs, mutual funds and insurance. LaSalle Street Securities clears through National Financial Services LLC. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. LaSalle Street Securities is a member of FINRA, the NASD and the SIPC. They are affiliated with Tilden Loucks & Woodnorth LLC and LaSalle Street Investment Advisors LLC.

Part of Synovus Financial Corp., Canterbury Trust Co., Inc. is a company that provides trust, custody, investment, and consulting services. The company is based in Birmingham, AL. The company was founded by Benny M. LaRussa. Canterbury Trust Co. was acquired by Synovus Financial Corp. on January 31, 1999 for $8.29 million.

Arlington Partners LLC is a SEC-registered investment advisor and multi-family office headquartered in Birmingham, Alabama. The firm was founded by Kenneth Polk in 1998 and is owned by Arlington Holdings LLC. Arlington Partners offers family office services to multigenerational families of significant net worth.

Watkins & Eager PLLC provides legal services. Its practice areas includes litigation, business, government and administrative law. The company was founded by William Hamilton Watkins in 1895 and is headquartered in Jackson, MS.

Zurich Alternative Asset Management LLC (ZAAM) is a registered alternative investment firm headquartered in New York City. The firm was founded in 2006 and is a wholly-owned subsidiary of Zurich Insurance Group, which is owned by Zurich Insurance Group AG (SWX: ZURN) in Switzerland. ZAAM manages investments solely for Zurich affiliates worldwide in alternative asset classes.

BT Wealth Management LLC (BTWM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Cliff Draughn in 2008. In 2022, they became a subsidiary of Waverly Advisors LLC, ultimately owned by Warren Averett Cos. LLC. BTWM provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations, and privately offered pooled investment vehicles.

HC Advisors LLC is an independent, SEC-registered investment adviser and wealth management firm headquartered in Sandy Springs, Georgia. The firm was founded by Daniel Henning in 2012. HC Advisors offers personalized investment advisory services to high net-worth individuals, business owners, and corporate executives.