Jonathan William Weaver

Talcott Resolution Life Insurance Co. is an insurance management firm headquartered in Hartford, Connecticut. The firm was founded in 1902 and is a subsidiary of TR Re Ltd., which is ultimately owned by TAO Insurance Holdings LLC. They engage in the provision of property and casualty insurance, group benefits, and mutual funds to individual and business customers.

Talcott Resolution Life, Inc. provides life insurance services. The firm specializes in property and casualty insurance, mutual funds and group benefits. The company was founded in 1996 and is headquartered in Hartford, CT.

TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP.

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

JMI Management, Inc. (JMI Equity) is a private equity and venture capital firm founded in 1992 by Harry S. Gruner and Charlie E. Noell. The firm is headquartered in Baltimore, Maryland.

Part of Nationwide Mutual Insurance Co., Gartmore Emerging Managers LLC is a company that manages open-ended investment funds. The company is based in Conshohocken, PA.

K2 Advisors LLC provides investment advice. The company was founded in 1994 by William Angus Douglass III and David Charles Saunders and is headquartered in Stamford, CT.

Part of Citigroup, Inc., Benefit Services, Inc. is a provider of long-term care insurance products. The company is based in Glyndon, MD. Benefit Services was acquired by The BISYS Group, Inc. on September 17, 1997.

Part of Verizon Communications, Inc., PMG Systems, Inc. develops software to analyze service costs for banks. The company is based in West Chester, PA. The company was founded by Gregory J Nolan.

Part of StockCharts.com, Inc., MurphyMorris, Inc. operates an internet site that provides analytical stock information. The company is based in Dallas, TX. MurphyMorris was acquired by StockCharts.com, Inc. on October 09, 2002.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

Hartford Life and Accident Insurance Co. provides life insurance and investment products. It offers medical insurance, senior medical plans, group reinsurance, retirement programs, auto insurance, and property and casualty services. The company is headquartered in Simsbury, CT.

The Leukemia & Lymphoma Society, Inc. operates as the world's largest voluntary health organization dedicated to funding blood cancer research, education and patient services. The firm provides treatment for , lymphoma, Hodgkin's disease and myeloma, and improve the quality of life of patients and their families. It identifies and funds the most promising blood cancer research projects and forges partnerships with academic institutions, biotechnology and pharmaceutical companies to accelerate the development of new therapies. The company is headquartered in Rye Brook, NY.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

Grimaldi Portfolio Solutions, Inc. (GPS) is a registered independent investment advisor headquartered in Wappingers Falls, New York and was founded in 1996. The firm was formerly known as Navigator Money Management, Inc. GPS offers their advisory services to individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations or other business entities.

CCO Group LLC is a registered investment advisor headquartered in Phoenix, Arizona. The firm was founded by Christopher Cole in 1979 as Cole Capital Advisors, Inc. They were acquired by CIM Group LP in 2018. CCO Group provides access to commercial real estate through non-traded REITs and other direct investment programs.

Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs.

Blackhawk Processing LLC engages in the provision of credit card processing services. The company was founded by John Rante in 2003 and is headquartered in Naperville, IL.

Retriever Medical/Dental Payments, Inc. provides credit card processing services. It serves the medical and dental community. The company was founded by Frank Shiner and is headquartered in Valhalla, NY.

Cambria Investment Management LP (Cambria) is an independent, SEC-registered investment advisor headquartered in Manhattan Beach, California. Originally founded by Eric W. Richardson and Mebane T. Faber in 2006 as Cambria Investment Management, Inc., the firm underwent a structural change in 2012 and has since been known as Cambria Investment Management LP. Cambria provides investment advice to the Cambria Trust Funds and Cambria Digital Advisor Accounts.

NSI Retail Advisors LLC (NSI Retail) is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is owned by NSIR Intermediate Holdings LLC, ultimately owned by Estancia Capital Management. NSI Retail is primarily focused on mutual fund advisory services.

The American Council of Life Insurers (ACLI) is a non-profit organization that has been delivering financial security to families for over 175 years. ACLI is based in Washington, and Susan K. Neely has been the CEO of the private company since 2018. With over 90 million families relying on their life insurance and financial protection products, ACLI's fundamental mission is to safeguard people and the things that matter most to them. The organization advocates for public policies that protect consumers while ensuring families have access to information about different choices for retirement security.