Jim Lambright

United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers.

AMP Ltd. (Investment Portfolio) (AMP-IP) is the investment portfolio division of AMP Ltd. (ASX: AMP), a financial services company headquartered in Sydney, Australia. Founded in 1849, AMP-IP manages assets across a range of contemporary multi-asset investment solutions.

Centurion International manufactures antenna and mobile power products.

AMP Bank Ltd. provides banking services. The company is headquartered in Sydney, Australia.

Part of Altegris Advisors LLC, Centurion Capital Group, Inc. provides asset management services. The company is based in Downey, CA. Centurion Capital Group was acquired by General Electric Co. on October 09, 2001.

Deer Management Co. LLC (Bessemer Venture Partners) is a venture capital firm founded in 1911. The firm is headquartered in San Francisco, California.

Part of Grupo Start People, Quantum provides quantum technology, software, and services to help organizations make their unstructured data smarter. With over 40 years of innovation, Quantum's platform can orchestrate, protect, and enrich data across its lifecycle, providing enhanced intelligence and actionable insights. Quantum is trusted by leading organizations in cloud services, entertainment, government, research, education, transportation, and enterprise IT. Quantum was acquired by Grupo Start People on April 03, 2001.

AMP Group Finance Services Ltd. engages in the provision of financial support services for its parent company. It raises finance and enters into derivative transactions for the AMP Ltd. in Australia. The company was founded on November 1, 1999 and is headquartered in Sydney, Australia.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Zopa Ltd. engages in provision of online financial credit and lending services. Its concept allows savers to bypass banks and agree loans and interest rates directly with borrowers, drawing an interest rate return that usually beats savings accounts. The company was founded by Giles Edward Charles Andrews, David Nicholson, Richard Duvall, James Alexander, Timothy Parlett and Simon J. Deane-Johns in 2004 and is headquartered in London, the United Kingdom.

Grocon Pty Ltd. provides development and construction services. The firm offers market trend analysis, risk management and feasibility analysis services. The company is headquartered in Melbourne, Australia.

Spruce Holdings, Inc. engages in the provision of real estate services. It offers title insurance, escrow, and closing services through a proprietary technology platform. The company was founded by Andrew Weisgall, Adam Langsner, and Patrick Burns in 2016 and is headquartered in New York, NY.

Zopa Group Ltd. operates as a holding company and through its subsidiaries provide online marketplace lending platform. The company was founded on February 17, 2017 and is headquartered in London, the United Kingdom.

Rise Growth Partners (Rise Growth Partners) is a private equity firm founded in 2023. The firm is headquartered in Austin, Texas.