Shannon Natalie

MSX International, Inc. provides outsourced business, engineering, and human capital services. It offers technical staffing, training, warranty, and dealer solutions. The company was founded in 1996 and is headquartered in Detroit, MI.

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.

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.

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

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

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.

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.

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.

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.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

BlackRock Financial Management, Inc. (BFM) is a registered investment advisor headquartered in New York City. The firm was founded in 1994 and is a direct subsidiary of BlackRock Holdco 2, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFM manages assets for institutional and high net-worth clients, separate accounts, pooled investment vehicles, private investment funds and US registered investment companies.

Mercedes-Benz USA LLC distributes and markets and Mercedes-Benz products in the United States. It offers sedans, coupes, SUV's and wagons and convertibles and roadsters. The firm also offers maybach, smart, and sprinter products. It has offices in Irvine, Jacksonville, Montvale, Parsippany and Rosemont. The company was founded by Karl Benz, Emil Jellinek, Gottlieb Daimler and Wilhelm Maybach in 1965 and is headquartered in Montvale, NJ.

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.

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.

PinPoint Solutions, Inc. engages in the operation of recruitment firm. It provides customized recruiting products and services. It offers services to accounting and finance, engineering and scientist, general management, operations and manufacturing, and supply chain management. The company was founded by Dennis Dunlavey in 2005 and is headquartered in Greenville, SC.

AXA Assistance USA, Inc. engages in the provision of insurance. It services include Travel Assistance, insurance, and security services; Global Healthcare Solutions; and Concierge Services. The company was founded on May 17, 1983 and is headquartered in Chicago, IL.

Benteler Automotive Corp. manufactures automotive components. Its products include chassis systems, structures, and exhaust systems. The company offers engine applications and engineering systems. Benteler Automotive was founded in 1986 and is headquartered in Auburn Hills, MI.