Lynne Mosier

Knect365 US, Inc. provides business conferences, training, information technology, trade exhibitions and training services. It has a global network of more than 45 companies with 116 operating units that include ESI, Robbins-Gioia and Huthwaite. It organizes conferences across a number of industries, including finance, health care, marketing and new product development. The company was founded by Edward Lloyd in 1734 and is headquartered in New York, NY.

Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research

Jurika Mills & Keifer LLC (JMK) is an independent investment advisory firm headquartered in Lafayette, California. The firm was initially founded in 2001 as Jurika & Associates. Their name was changed to JMK Investment Partners LLC in 2003 and then became Jurika, Mills & Keifer, LLC in 2005. JMK provides investment management and financial advisory services to a select group of individuals, families, foundations and institutions. The firm has merged with Cerity Partners LLC in 2023.