Jill R. Brown

Principal Life Insurance Co. provides insurance brokerage services. It offers term life, major medical, annuities, disability, long term care, health, and consultancy services to trades unions, individuals, and business marketplace. The company was founded on June 24, 1879 and is headquartered in Des Moines, IA.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts.

ML Select Futures I LP engages in the speculative trading of futures and forward contracts. Its markets include precious and industrial metals, energy products, agricultural and soft commodities, U.S. and non-U.S. interest rate futures, U.S. and non-U.S. stock indices, minor currencies, major currencies, and cross rates. The company was founded on August 4, 1995 and is headquartered in New York, NY.

iCapital Alternative Investments LLC (iCapital) is an alternative investment management firm headquartered in New York City. The firm was founded in 1986 and formerly known as Merrill Lynch Alternative Investments LLC. They are a subsidiary of Institutional Capital Network, Inc. iCapital offers access to a variety of hedge funds, including single and multi-strategy funds for advisors, their high-net-worth client base, asset managers, and banks.

Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors.

Man FRM Managed Futures Strategies LLC operates as fund of funds. It allocates and reallocates its capital, under the direction of Merrill Lynch Alternative Investments LLC the sponsor and manager of the Fund, among underlying FuturesAccess Funds and presently there are eight portfolio funds. The company was founded in March, 2007 and is headquartered in New York, NY.

Principal Exchange Traded Funds is an open-end management investment company that seeks to achieve its investment objective by investing, under normal circumstances, its assets in investment grade and non-investment grade fixed income securities and in equity securities. The company currently consists of one series, the Principal EDGE Active Income ETF which is diversified. Principal Exchange Traded Funds was founded in 2013 and is headquartered in Des Moines, IA.

Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis.

Principal Financial Services, Inc. provides brokerage, insurance and mortgage services. It offers retirement, group insurance benefits, business planning and protection solutions, and employees benefits, estate planning and personal trusts, life insurance and income protection. The company is headquartered in Des Moines, IA.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Clark Capital Management Group, Inc. (Clark Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded Harry Clark in 1986. Clark Capital provides institutional-quality investment solutions to individual investors, corporations, foundations, and retirement plans.

Westfield Group provides insurance, banking and related financial services. It offers automobile, life and property insurance services. The firm provides flood, motorcycle, car, home, farm and agriculture insurance services. The company has operations in Lancaster and Pennsylvania. It serves the hospitality, health, manufacturing and distribution sectors. Westfield Group was founded in 1848 and is headquartered in Westfield Center, OH.

Westchester is a company founded on integrity and excellence, whose employees are motivated by a common goal: to help them achieve the highest possible return on their agricultural investments. The company is the leading agricultural asset management firm, providing a complete range of agricultural real estate and management services. They specialize in the acquisition, management and disposition of agricultural investments for institutional clients, corporate clients and individual clients. Westchester has come a long way since its founding in 1986. The Champaign, Illinois-based company has become a nationally prominent asset manager, having acquired, managed and marketed more than $2 billion in land in 40 states since 1986. Westchester manages nearly 70,000 acres in 11 states and over $400 million in client's assets. They manage crops such as Midwest grains, Florida citrus, Arizona vegetables, Mid-south cotton, California almonds and wine grapes and Washington apples. With regional offices across the country, Westchester is never far from the land it manages.

FIS Energy Systems, Inc. develops software systems and platforms. It offers energy trading, operational management and risk analytics platforms designed for energy market participants. The company focus areas encompass transportation, storage, generation and financial functions. It was founded in 1999 and is headquartered in Philadelphia, PA.

Westfield Insurance Co. provides insurance, banking and related financial services. Its business insurance products include property, liability, business auto, workers' compensation, umbrella, surety bonds, loss control, and risk assessment; and optional coverage for equipment breakdown, data compromise, employment practices liability, and workers' compensation insurance. The firm also provides agribusiness and farm insurance products, such as farm, horse farm, commercial agribusiness, and vineyard and winery insurance. The company was founded in 1848 and is headquartered in Westfield Center, OH.

The Pennsylvania Institute of Certified Public Accountants is a professional association for certified public accountants operating statewide. The non-profit company is based in Pennsylvania.

Part of Principal Financial Group, Inc., Principal Shareholder Services, Inc. provides life insurance services. The company is based in El Dorado Hills, CA.

FOCUS St. Louis provides leadership training, civic issue education and public engagement initiatives. It offers in the areas of youth leadership, community conversations, leadership program, civic leadership and regional issues, and operational assessment and management. The company was founded on July 01, 1996 and is headquartered in St. Louis, MO.

Part of Lincoln National Corp., Lincoln Financial Network, Inc. provides financial advisory and planning solutions. The company is based in Morrisville, PA.

Chiron Investment Management LLC (Chiron) is a registered investment advisor headquartered in New York City. The firm was founded in 2015 and is a subsidiary of Franklin Square Holdings LP. Chiron provides investment advisory services to US registered open-end mutual funds and an Ireland domiciled UCITS fund.

RobustWealth, Inc. owns and operates a wealth management platform. Its platform integrates an array of features into one suite which include automated rebalancing, billing/remittance, document vaults, electronic account opening, institutional quality goals and risk based investment portfolios, and the open architecture use of investment options. The company was founded by Michael Kerins and is headquartered in Lambertville, NJ.

GPS Investment Partners is a principal investment partnership that focuses on opportunistic investments in financial services, media & entertainment, and wealth & asset management. The private company was founded by Scott S. Prince and is based in New York, NY. The company has a team that specializes in platform companies, direct investments, venture capital, growth equity, private equity, distressed private credit, and real estate. The team includes Barry Bergman, Glen Chesir, Rick D'Amico, Enrico Gaglioti, Claire Murphy, Dmitri Shklovsky, Ian Slome, and Marc Spilker.

Principal Diversified Select Real Asset Fund engages as a diversified, closed-end management investment company. The firm intends to provide a long-term total return more than inflation. It also intends to achieve its investment objective by investing in investments related to real assets and real asset companies. The company was founded on March 16, 2010 and is headquartered in Des Moines, IA.

Tegra118 LLC provides wealth and asset management software solutions. The firm's wealth technology platform offers portfolio management, trading, accounting, rebalancing, and reporting for managed accounts. It also provides modular, goals-based financial planning, and fee billing software using modern API-based open technology. The company is headquartered in Warren, NJ.