Christopher M. Wittemann

Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families.

Thomas White International Ltd. (TWI) is an investment management firm headquartered in Chicago, Illinois. In 2023, they were acquired by Ramirez Asset Management, Inc., ultimately owned by SAR Holdings, Inc. The firm was founded by Thomas S. White in 1992. TWI provides advisory services to pension and profit-sharing plans, investment companies, which include mutual funds, other pooled investment vehicles, state or municipal government entities, foundations, endowments, and charitable organizations, corporations, individuals, and high-net worth individuals, such as their trusts and estates.

Legal & General Investment Management America, Inc. (LGIM America) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2006 and is a wholly-owned subsidiary of Legal & General Investment Management US (Holdings), Inc., ultimately held by Legal & General Group PLC (LON: LGEN) in Great Britain. LGIM America provides investment management services on a fully discretionary basis to institutional clients (corporations, healthcare agencies, non-profit, educational institutions, public plans and Taft-Hartley multi-employer plans).

Towers Watson & Co. is a global professional services company, which helps organizations to improve performance through people, risk and financial management. The company offers various solutions in four business segments, Benefits, Risk and Financial Services, Talent and Rewards and Exchange Solutions. The Benefits segment offers lines of business which includes Retirement, Health and Group Benefits, Technology & Administration Solutions, and International Consulting. The Risk and Financial Services segment includes three lines of business: Risk Consulting and Software, Investment Consulting & Solutions, and Reinsurance & Insurance Brokerage. The Talent and Rewards segment includes three lines of business: Executive Compensation, Rewards, Talent & Communication, and Data, Surveys and Technology. The Exchange Solutions segment offers one line of business named Extend Health. Towers Watson was founded on January 1, 2010 and is headquartered in Arlington, VA.