Jeremy Gollehon

Trutina Financial LLC is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 2005 as Bellevue Financial, Inc. They were acquired in 2023 by CapFinancial Partners LLC, which is a subsidiary of The CapFinancial Group LLC. Trutina Financial provides wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, corporate assets, and endowments and foundations of nonprofits.

Integrated Wealth Concepts LLC (Integrated) is a registered independent investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Paul Saganey and John G. Cataldo in 2016 and do-business-as Integrated Financial Partners and Integrated Partners. Integrated provides investment advisory services to individuals, families, trusts, estates, businesses and retirement plans.

Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors.

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.

Public Safety Personnel Retirement System is a state-owned pension fund manager headquartered in Phoenix, Arizona. Founded in 1968, PSPRS provides pension plan for public safety personnel, corrections officers and elected officials in the state of Arizona.

AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers.

Systems Engineering, Inc. provides information technology and enterprise architecture solutions. Its services include network design, computer maintenance and repair, security analysis and implementation, information and technology acquisition and support, systems integration, office automation systems support, database development and administration, business process re-engineering, facility and operations management and air-blown fiber optic installation. The company was founded in 1995 and is headquartered in Springfield, VA.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

Ta Hsin Co. Ltd. operates as an investment holding Taiwanese company. The company is based in Xinbei, Taiwan.

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

Freedom Investment Management, Inc. (Freedom) is an asset management subsidiary of Freedom Advisors Group Intermediate Holdings LLC, headquartered in Hartford, Connecticut. The firm was founded in 2003 by Jennifer Winters, William Nelson, and Scott Winters. Freedom is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately held by EQIS Holding, Inc., a holding company. Formerly known as EQIS Capital Management, Inc., the firm provides discretionary investment advisory services to separately managed accounts, pooled investment vehicles, and through sub-advisory relationships.

AmeriTech, Inc. distributes steel products.

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.

The Arizona State Retirement System (ASRS) is a state-owned pension fund manager headquartered in Phoenix, Arizona. ASRS was founded in 1953 to provide retirement security to State of Arizona’s public servants, which includes teachers, municipal workers and other government employees. They administer a pension plan, long-term disability plan, retiree health insurance plans and other benefits to qualified government workers.

Part of Envestnet, Inc., PMC International, Inc. is a company that provides investment management and consulting services. The company is based in Denver, CO. The company was founded by Ken S. Phillips.

American Medical Response, Inc. provides healthcare transportation services and ambulance services. It offers medical and security services, federal disaster response, air ambulance, managed transportation, onsite health and safety, interfacility transportation, event medical, and mobile integrated healthcare. The company was founded in 1992 and is headquartered in Greenwood Village, CO.

Ecore Gulf FZE engages in the business of food, pharmaceutical, cosmetics, and animal feed ingredients. The company was founded by Wael Gaama in 2005 and is headquartered in Dubai, United Arab Emirates.

Synergy Corp. provides business consulting services. The company was founded by Jassem Mohammad Al-Safran and is headquartered in Kuwait City, Kuwait.

Maritime Tankers & Shipping Co. owns and operates a fleet of medium range product tankers in the clean tanker market. The private company is based in Kuwait City, Kuwait.

Innomedics Medical Co. WLL distributes medical supplies and equipment. The company is headquartered in Kuwait City, Kuwait.

Clinart FZ LLC operates as a full–service clinical research organization. It offers clinical operations, clinical data management, biostatistics and medical writing, quality and training, regulatory support, and staffing services. The company was founded by Maha Mahmoud Al Farhan in 2001 and is headquartered in Dubai, the United Arab Emirates.

vFinance, Inc. provides financial services. It offers institutional brokerage and investment banking services to the professional traders, hedge funds, and other institutional clients. The company was founded by Leonard Jay Sokolow and Timothy Mahoney in February 1992 and is headquartered in Boca Raton, FL.

Kuwait Life Sciences Co. (KLSC) is a private equity/venture capital subsidiary of National Technology Enterprises Co founded in 2010 by Qais Marafie. The firm is headquartered in Kuwait City, Kuwait.

Part of Rayonier, Inc., Pope MGP, Inc. operates as a master general partner firm. The company is based in Poulsbo, WA. Thomas M. Ringo has been the CEO of the company since 1989.