Kevin Giganti

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. They are wholly-owned by Morgan Stanley Capital Management LLC, a subsidiary of Morgan Stanley (NYSE: MS). Prior to March 2021, the firm was a wholly-owned subsidiary of Eaton Vance Corp. 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.

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

YieldQuest Securities LLC is a private company based in Atlanta, GA.

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.

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.

Capital Investment Advisors LLC (CIA) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Michael Reiner and Woody Alpern in 1996. CIA provides investment management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, and corporations or other business entities.

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

Insurance Corp. of Barbados Ltd. engages in the provision of insurance services. It operates through Property and Casualty; and Life and Health segments. The Property and Casualty segment comprises motor, property, and other classes of general insurance which include marine, hull and cargo, aviation, and other miscellaneous accident risk; commercial and public buildings; and private and commercial vehicles damage. The Life and Health segment consists life and health insurance products like premature death, catastrophic illness, routine preventative health care, dental care, and vision care. The company was founded on January 17, 1994 and is headquartered in Bridgetown, Barbados.

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.

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.

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.

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.

Illinois Ventures LLC (Illinois Ventures) is a venture capital firm founded in 2000. The firm is headquartered in Champaign, Illinois.

Fullerton Tool Co., Inc. engages in the design and production of solid carbide cutting tools. It offers end mills, drills, reamers, burrs, saws, key seat cutters, and custom tooling. The company was founded by Morgan A. Curry in 1942 and is headquartered in Saginaw, MI.

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.

Part of NFP Holdings LLC, Schechter Wealth Strategies is an American company that provides wealth advisory and financial services. Marc Schechter has been the CEO of the company since 2002.

Walsh Financial Solutions LLC provides investment advice. The private company is based in Golden, CO.

TRG Capital Management, Inc. provides investment advice. The private company is based in Raleigh, NC.

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.

Schechter Investment Advisors LLC (Schechter) is an independent, SEC-registered investment advisor headquartered in Birmingham, Michigan. The firm was founded in 1939 and formerly known as Aravello Capital Partners LLC. Schechter provides financial planning and investment management services to high-net-worth individuals, trusts, estates, charitable organizations, corporations, and other business entities.

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 Truist Financial Corp., Truist Investment Services, Inc. provides brokerage services. The company is based in Atlanta, GA. The company was founded in 1985. Joseph Marberry Thompson has been the CEO of the company since 2014.

Glocal, Inc. is an American Michigan-based company that operates an online platform for sharing and consuming information about local things.

BluePath Capital Management LLC provides investment advice. The private company is based in Marietta, GA. David Alexis Nicholas has been the CEO of the company since 2016.

Pb Insurance Group is an independent insurance brokerage firm that specializes in providing customized insurance strategies for individuals and small businesses. The American company focuses on life, long term care, and disability insurance. The private company aims to deliver reasonable prices for their clients, even for those with a family medical history that may make it difficult to obtain a policy.