Steve Segesser

Hollencrest Capital Management LLC (HCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was founded in 1999 as Hollencrest Securities LLC. HCM offers a range of wealth management and investment advisory services for individuals, families, high net-worth and affluent clients, trusts and estates, corporate pension and profit-sharing plans, retirement accounts, other employee benefit plans governed under ERISA, non-profit entities, foundations and endowments, institutional entities, and business owners.

Daiwa Capital Markets America, Inc. (DCMA), formerly Daiwa Securities America, Inc., is an SEC-registered broker/dealer headquartered in New York City and was founded in 1964. The firm is a wholly-owned subsidiary of Daiwa Capital Markets America Holdings, Inc., itself a wholly-owned subsidiary of Daiwa Securities Capital Markets Co. Ltd., which is a subsidiary of Daiwa Securities Group, Inc. (TK: 8601), a Tokyo-based investment bank and broker/dealer. DCMA provides high quality investment data, analysis and research products to major U.S. institutional investors.

Pacific Life & Annuity Co. provides life insurance, annuities, structured settlement annuities and other investment products and services for individuals and businesses. It also offers wealth preservation, retirement income, income for life, investment products and services, mutual funds, annuities, life insurance, financial protection, and wealth accumulation. The company is headquartered in Newport Beach, CA.

Pacific Select Distributors, Inc. is an American financial services company that has been in operation for over 150 years. The private company offers a range of life insurance products, annuities, and mutual funds to help individuals and families with their financial needs. The company also provides investment products and services to businesses and pension plans. One of their offerings is the Pacific Life fixed annuity, which allows individuals to protect and grow their principal at a fixed rate and create a source of lifetime income. The CEO of the company is Adrian S. Griggs.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

The Chamberlain Group, Inc. specializes in door operators, access control products and gate operator. Its products include garage door openers, smartphone control products, auto and garage tools and door accessories. Its brands include Liftmaster, Chamberlain, MyQ, Tend, and Merlin. The company was founded on May 9, 1986 and is headquartered in Oak Brook, IL.

Pacific Life Insurance Co. provides insurance products and service. It offers annuities, mutual funds to individuals, businesses and pension plans. The company was founded on May 9th 1868 and is headquartered in Newport Beach, CA.

Orange County United Way engages in providing health, education, income and housing services. It specializes in mobilizing, fundraising, advocating, volunteering and financial stability. The company was founded in 1924 and is headquartered in Irvine, CA.

American Cancer Society, Inc. provides information on cancer occurrence, survival, prevention, early detection, and treatment. The non-profit company is based in Kennesaw, GA and has subsidiaries in the United States. The company's SHES department is an intramural research program with world-renowned epidemiologists and health scientists. The company was founded in 1913 by Candy Arrington. Karen E. Knudsen has been the CEO of the company since 2021.

Pacific Life Foundation operates as a non-profit organization. The company is headquartered in Newport Beach, CA.

Hoag Hospital Foundation raises funds for capital projects, hospital programs and endowment. It offers funds for the hospital's operations, medical research, education and community outreach activities. The company was founded in 1948 and is headquartered in Newport Beach, CA.

Part of Aristotle Capital Management LLC, Aristotle Pacific Capital LLC is a company that focuses on corporate credit securities. The company is based in Newport Beach, CA. The company helps clients improve portfolio diversification and total return by capturing value opportunities in credit securities. Aristotle Pacific Capital actively invests in corporate credit securities based on fundamental credit analysis to identify and realize relative value. The CEO of the company is Dominic D. Nolan. Aristotle Pacific Capital was acquired by Aristotle Capital Management LLC from Pacific Mutual Holding Co. on April 17, 2023.