Frank Klein

PHL Variable Insurance Co. provides life insurance and annuity products through independent agents and financial advisors. It acts as administrative agent for variable products for Jackson National Life Insurance Company. The company was founded on July 15, 1981 and is headquartered in Hartford, CT.

Phoenix Capital, Inc. is a mortgage banking advisor, which provides mortgage servicing rights analytics, transactions, and advisory services. The company was founded by Brett Schaffer and Tim Horacek in 1996 and is headquartered in Denver, CO.

Metzler Asset Management GmbH (MAM) is the asset management subsidiary of B. Metzler seel. Sohn & Co. AG, a German family business originally established in 1674. Headquartered in Frankfurt, MAM was founded in 1995 and offers investment advisory services and portfolio management for private and institutional clients including segregated accounts, mutual funds and pension funds.

M.M. Warburg & Co. KGaA (MM Warburg & Co. PB) is the investment advisory subsidiary of M.M. Warburg & Co. Gruppe KGaA in Germany. Established in 1798, M.M.Warburg & Co. is one of the largest private banks in Germany. All their capital is held by private individuals, while the Bank is managed by its co-owners. Located in Hamburg, Frankfurt and Cologne with subsidiary private banks in Berlin, Braunschweig, Bremen, Hanover, Luxembourg and Zurich, Switzerland, MM Warburg & Co. PB is a universal bank which offers a comprehensive range of services and products including financial planning, asset management, securities advice, advice on alternative investments and advice on inheritance planning and foundations.

Nassau Life Insurance Co. provides life insurance, annuities and investment products. It offers products and services to meet financial need in middle income and mass affluent markets. The company was founded in 1851 and is headquartered in Hartford, CT.

M.M. Warburg & Co. Gruppe GmbH operates as a financial holding company. The firm offers private banking, investment banking, and asset management. The company was founded on June 30, 2016 and is headquartered in Hamburg, Germany.

BAY Investment GmbH (BAY Investment) is the boutique investment management subsidiary of BoB Investment Holding GmbH in Germany. Founded by Bernd Borgmeier, Achim Hammerschmitt and Youngjun Yoon in 2009, the firm specializes in providing quantitative investment products focused on the economic outlook and fundamental company analysis for institutional and private investors. They are located in Eschborn. BAY Investment is an acronym of the three founders' initials.

Part of Nassau Financial Group GP Ltd., American Phoenix Life & Reassurance Co. provides insurance services.