Brian Mong

Cox Communications, Inc. provides digital cable broadcasting and telecommunications services. It offers digital video, high-speed Internet, telephone, voice, phone and long distance, data and video transport, high definition video, digital cable television, and DVR services over its IP network. The firm provides national and local cable spot and new media advertising services. The company was founded in 1962 and is headquartered in Atlanta, GA.

Merced Capital LP is a privately-held, SEC-registered investment advisor and hedge fund manager headquartered in Minnetonka, Minnesota. The firm was founded as EBF & Associates in 1988 by three executives from Cargill's Financial Markets Department. The firm provides investment advisory services to privately offered pooled investment vehicles. Investors in the clients include public and private pension funds, foundations, endowment funds, funds of funds, high net worth individuals and family offices.

Allianz Life Insurance Co. of North America engages in the provision of individual annuities and life insurance products. It operates through the following segments: Individual Annuities, Life, Questar, and Legacy. The Individual Annuities segment includes fixed, fixed-indexed, variable, and variable-indexed annuities that are provided through independent distribution channels made up of agents and registered representatives. The Life segment issues fixed-indexed universal life insurance products, as well as maintains term and whole life in-force blocks that the company no longer sells or distributes. The Questar segment distributes a range of securities products, including mutual funds, variable life insurance, and annuity contracts; and also processes general securities transactions through a clearing arrangement with a third-party provider. The Legacy segment consists of closed blocks of long-term care and special markets products. The company was founded in 1896 and is headquartered in Minneapolis. MN.

Allianz of America, Inc. is an insurance management firm headquartered in Westport, Connecticut. The firm was founded in 1976 and is a subsidiary of Allianz Europe NV, which is owned by Allianz SE (ETR: ALV). Allianz of America provides investment services to insurance affiliates of the Allianz Group of North America.

Brighthouse Investment Advisers LLC (BIA) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1994 as MetLife Advisers LLC and changed their name into Brighthouse Investment Advisers LLC in 2017. They are a subsidiary of Brighthouse Holdings LLC, which is owned by Brighthouse Financial, Inc. (NASDAQ: BHF). BIA serves as the investment adviser to participants in the asset allocation program made available exclusively under Marquis Portfolios variable annuity contracts by the issuing insurance companies. In this capacity, their clients are holders of Marquis Portfolios variable annuity contracts. As noted above, the firm also serves as investment adviser to certain investment companies registered under the 1940 Act.

Allianz Life Insurance Co. of New York operates as a life insurance company. It operates through the Individual Annuities and Other segments. The Individual Annuities segment provides tax-deferred investment growth and lifetime income opportunities for its customers through fixed, fixed-indexed, variable-indexed, and variable annuities. The Other segment is composed of Life, Long-Term Care, and Special Markets products. The company was founded on September 21, 1982 and is headquartered in New York, NY.

Part of Münchener Rückversicherungs-Gesellschaft AG, Munich Re US Life Corp. is a company that provides life and annuities. Munich Re US Life Corp. is based in Minneapolis, MN. The CEO of the company is Giguère Marc-André.

Johnson & Wales University provides hands-on training programs and an 'upside down' curriculum that gives students experience early on with their chosen career (students take courses in their major during the first year). At the end of two years of study, students earn an associates degree and the opportunity to go on to earn a bachelor's degree

Woodbury Financial Services, Inc. (WFS) is a SEC-registered investment advisor headquartered in Oakdale, Minnesota. The firm was founded in 1997 and is a subsidiary of Advisor Group, Inc., ultimately owned by Advisor Group Holdings, Inc. WFS provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, and corporations and other business entities.

Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients.

The American Council of Life Insurers (ACLI) is a non-profit organization that has been delivering financial security to families for over 175 years. ACLI is based in Washington, and Susan K. Neely has been the CEO of the private company since 2018. With over 90 million families relying on their life insurance and financial protection products, ACLI's fundamental mission is to safeguard people and the things that matter most to them. The organization advocates for public policies that protect consumers while ensuring families have access to information about different choices for retirement security.

Metropolitan Life Insurance Co. (Investment Portfolio) (MetLife-IM) is the insurance management division of Metropolitan Life Insurance Co., which is owned by MetLife, Inc. (NYSE: MET), a global provider of insurance, annuities and employee benefit programs. The firm is headquartered in New York City with additional office in Morristown, New Jersey. MetLife-IM offers group dental benefit plans for individuals, employees, retirees and their families and provides dental plan administration for over 20 million people. The firm provides disability products for individuals, as well as employee and association groups who receive them through their employer.

Allianz Life Insurance Co. of North America (Investment Portfolio) (Allianz-IP) is the investment portfolio division of Allianz Life Insurance Co. of North America, an insurance firm headquartered in Minneapolis, Minnesota. They are ultimately owned by Allianz SE (ETR: ALV) in Germany. Allianz-IP was founded in 1896 and provides retirement solutions such as fixed and variable annuities and life insurance for individuals.

Part of Allianz SE, Allianz Life Insurance Company of Missouri is a financial services company that offers annuities, life insurance, and Buffered ETFs to help manage risks to retirement security. The company is based in Minneapolis, MN. Allianz 360 and Allianz Essential Income 7 provide flexible ways to get income from fixed index annuities, while Allianz Life Pro+ Advantage offers financial protection and complements financial strategies. The company's mission, vision, and history can be found on their website. The CEO of the company is Steven J. Thiel.

AIM ETF Products Trust operates as an open-end management investment company. Its investment types include Flexible Exchange options, cash equivalents and temporary investments, other investment companies, exchange-traded funds, and futures contracts. The company was founded on December 17, 2019 and is headquartered in Minneapolis, MN.

Part of AmeriLife Group LLC, TruChoice Financial Group LLC is a dynamic sales and marketing organization and one of the largest distributors of financial services products in the insurance industry. The company is based in Minneapolis, MN. TruChoice is designed to function as a foundation for the success of the independent financial professionals that they serve, leveraging the resources that only a large company can provide, while offering the individualized service of a much smaller one. Brian Peterson has been the CEO of the company since 2018. TruChoice Financial Group was acquired by AmeriLife Group LLC from Allianz Life Insurance Company of North America on November 30, 2022.