Bill Bennett

Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA.

Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.

Equitable Financial Life Insurance Company of America provides life insurance product. It offers variety of fixed and variable life insurance policies which offer policy features. It issues Market Stabilizer Option (MSO), an investment option available under certain variable life insurance policies. The company was founded on March 6, 1969 and is headquartered in Charlotte, NC.

Cobblestone Capital Advisors LLC (Cobblestone) is an independent wealth management firm and registered investment advisor Headquartered in Rochester, New York. The firm was founded by Paul E. Adornato in 1998. Cobblestone provides advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, private funds, and corporations and other business entities.

Novartis Corp. manufactures pharmaceuticals, vaccines, consumer health, generics, eye care and animal health products. It manufactures drugs for oncology, hypertension, diabetes, cancer and cardiovascular diseases. The company was founded on November 15, 1996 and is headquartered in New York, NY.

Strategas Research Partners LLC Provides research services specializing in macro-economic and policy research. Its products include asset management and venture capital. The company was founded by Jason DeSena Trennert, Nicholas Bohnsack and Don Rissmiller in 2006 and is headquartered in New York, NY.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois.

Founded in 1979, Northern Trust Securities, Inc. is an SEC-registered broker/dealer and government securities broker/dealer headquartered in Chicago. The firm is a wholly-owned subsidiary of the Northern Trust Corp. (NASDAQ: NTRS). They offer research, account information, market data and online trading services. In addition, Northern Trust offers a variety of banking services including retail banking, trust services, securities brokerage services and investment management services. They operate primarily in the US, continental Europe and Canada. Northern Trust Securities is a member of the NASD and the SIPC.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

Argosy Private Equity (Argosy Private Equity) is a private equity subsidiary of Argosy Capital Group LLC (PA) founded in 1990 by Kirk B. Griswold and John P. Kirwin. The firm is headquartered in Wayne, Pennsylvania.

Founders Federal Credit Union engages in the provision of financial products and services. It also offers auto loans, recreational vehicle loans, credit cards, personal loans, mortgage loans, home equity line of credit, education loans, personal line of credit, and e-payments. The company was founded in 1950 and is headquartered in Lancaster, SC.

Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY.

CIGNA HealthCare, Inc. provides medical benefit plans, dental coverage, behavioral health coverage, pharmacy benefits, and products and services. the company is headquartered in Bloomfield, CT.

DEW Wealth Strategies LLC (DEW) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Clayton, Missouri. Founded in 2002, DEW provides private wealth management and investment management advice to individuals, families, closely held businesses, trusts, and institutions.

Creative Financial Designs, Inc. (Creative) is a privately-owned registered investment advisor headquartered in Kokomo, Indiana. Founded in 1982, Creative provides advisory services to retail and institutional customers, individuals, including high net-worth individuals and business entities, such as charitable organizations, as well as to employer retirement and pension plans.

Argosy Real Estate is a private equity firm subsidiary of Argosy Capital founded in 2007. The firm is headquartered in Wayne, Pennsylvania.

S.E.E.D. Planning Group LLC (S.E.E.D.) is an independent, SEC-registered investment advisor headquartered in Binghamton, New York. Founded in 2012, S.E.E.D. offers investment advisory services to individuals, high-net-worth individuals, trusts, estates, businesses, non-profits, and retirement plans.

Ferguson Shapiro LLC is an independent, SEC-registered investment advisor headquartered in Decatur, Georgia. The firm was founded in 2018 as Shiloh Advisors LLC. Ferguson Shapiro provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates, trusts, and other US and international institutions.

CapAcuity LLC provides investment advisory and asset management services. It designs and implements enhancements in investments optimize funding and negotiate vendor and product pricing. The company was founded by Peter S. Cahall in 2017 and is headquartered in Lake Mary, FL.

BCGM Wealth Management LLC (dba Gettings Reed Financial) is a private, SEC-registered investment advisor and wealth management firm headquartered in Lafayette, Indiana. Gettings Reed Financial provides investment advisory services for individuals, high net worth individuals, foundations, employee sponsored retirement plans, charitable organizations, trusts, and corporations.

SineCera Capital LLC is an independent registered investment advisor headquartered in Austin, Texas. The firm was founded by Kevin A. Kaylakie in 2019. SineCera Capital offers investment advisory services to high-net-worth individuals, family offices, trusts, estates, businesses, and private foundations.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).