Matthew Kiselica

Fortitude Life Insurance & Annuity Co. provides insurance services. It develops long-term savings and retirement products. The company was founded in 1987 and is headquartered in Jersey City, NJ.

Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

Pruco Life Insurance Co. is a life insurance company, which provides financial planning services. It offers individual annuities, term, variable, and universal life insurance. The company was founded in 1971 and is headquartered in Newark, NJ.

Pruco Life of New Jersey Variable Contract Real Property Account provides real estate investment services. It primarily invests in income-producing real estate, which invests its assets in direct ownership interests in income-producing real estate, such as office buildings, shopping centers, hotels, apartments and participating mortgage loans. The company was founded on October 30, 1987 and is headquartered in Newark, NJ.

Pruco Life Variable Contract Real Property Account provides real estate investment options offered in connection with the funding of benefits under certain variable life insurance and variable annuity contracts. Its products include appreciable life, variable life, discovery plus and discovery life plus. The firm, through its investments in The Prudential Variable Contract Real Property Partnership, invests in direct ownership interests in real estate, including office buildings, shopping centers, hotels, apartments, or industrial properties, as well as in participating mortgage loans. The company was founded on August 27, 1986 and is headquartered in Newark, NJ.

Davenport & Co. LLC (Davenport) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1863 and is a subsidiary of Davenport & Co. of Virginia, Inc. Davenport manages separate accounts for individuals, institutions, ERISA plans, trusts, estates, corporations, and other types of entities. They also serve as the Advisor to various mutual funds.

Part of The Toronto-Dominion Bank, Commerce Capital Markets, Inc. is a company that provides securities brokerage services. The company is based in Philadelphia, PA.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Prudential Retirement provides retirement plan solutions for public, private and non-profit organizations. It also offers services like record keeping, administration, investment management, comprehensive employee investment education and communications. The company is located in Hartford, CT.

Ablestik Laboratories manufactures paste, film and printable paste adhesives and underfill encapsulants. The company supplies its products to semiconductor packaging and micro assembly applications. It also operates in China, Malaysia, Philippines, Singapore, South Korea, Taiwan, Thailand and the United Kingdom. The company is headquartered in Rancho Dominguez, CA.

Empower Annuity Insurance Co. provides pension health and wealth funds. The company is headquartered in Hartford, CT.

Pruco Life Insurance Company of New Jersey sells life insurance and annuities. It sells variable and fixed annuities, universal life insurance, variable life insurance and term life insurance primarily through affiliated and unaffiliated distributors in New Jersey and New York only. The firm markets individual life and annuity products through various third party channels, such as independent financial planners, general agencies, producer groups, banks and broker-dealers. The company was founded in 1982 and is headquartered in Newark, NJ.

Penn Investment Advisors, Inc. (PIA) is an investment management firm headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2014 and formerly known as EagleView Advisors, Inc. and First Savings Financial Services, Inc. In 2022, they were acquired by Equitable Distribution Holding Corp., which is an indirect wholly owned subsidiary of Equitable Holdings, Inc. (NYSE: EQH). PIA provides investment advice to individuals, institutions, pension and profit-sharing plans, investment companies (which include mutual funds), charitable organizations, and corporations or other businesses.

Milkbox Partners LLC is a venture capital firm founded in 2013 by Glenn Frommer, David Krauter and Evan Kraut. The firm is headquartered in New York.

Part of Prudential Financial, Inc., Prudential Annuities, Inc. is a company that provides insurance services. The company is based in New Castle, DE.

The Islamic Corporation for the Development of the Private provides financing and financial services. It supports the economic development of its member countries through the provision of finance for private sector projects, promoting competition and entrepreneurship, providing advisory services to the governments and encouraging cross border investments. The company was founded on November 3, 1999 and is headquartered in Jeddah, Saudi Arabia.

Financial Health Network Inc /Venture Capital/ (Financial Health Network) is a venture capital division of Financial Health Network Inc founded in 2004 by Jennifer Tescher. The firm is headquartered in Chicago, Illinois.

ENZI Wealth LLC is an independent, SEC-registered investment advisor headquartered in Austin, Texas. The firm is owned and founded by David Martinez and William Martinez in 2021. ENZI Wealth provides asset management, financial planning and consulting, and retirement plan consulting services.

SAX Wealth Advisors LLC (SAXWA) is a SEC-registered investment advisor headquartered in Parsippany, New Jersey. The firm was founded in 1999 and formerly known as SMF Financial Advisors LLC. They are wholly owned by an affiliated accounting firm, SAX LLP. SAXWA manages investment portfolios and offers wealth management services for a wide range of clients which includes individuals/high net-worth individuals, qualified retirement plans, trusts, charitable organizations, corporations and small businesses.

Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services

Burj Bank Ltd. provides banking services. It offers access account information, transfer funds, pay bills, mobile top-ups, and mobile banking services. The company is headquartered in Karachi, Pakistan.

Part of Administradora Americana De Inversiones SA, Hábitat Andina SA is a company that provides insurance services. Hábitat Andina SA is based in Santiago, Chile. The CEO of the Chilean company is David Gallagher Blamberg.

Daman Development Capital (Daman Development Capital) is a private equity subsidiary of Daman Investments PSC founded in 1998 by Shebab Gargash. The firm is headquartered in Dubai, UAE.