Thomas Conigliaro

General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT.

Transamerica Corp. provides financial planning and insurance services. It offers life insurance, long term care, dental insurance, medicare solutions, commercial lending, retirement planning, leasing, annuities, and real estate services. The company was founded by Amadeo P. Giannini in 1904 and is headquartered in Cedar Rapids, IA.

Part of Humana, Inc., Choicecare Corp. is a health maintenance organization (HMO). Choicecare was acquired by Humana, Inc. on October 17, 1997 for $250 million.

Cincinnati Bell Telephone Co. LLC provides communications solutions for address voice, data, wireless and internet. Its products include basic telephone services such as analog lines, calling features, wireless, digital services including digital trunks, ISDN-PRI, dedicated high-capacity services for voice, video and data. The firm serves in Cincinnati, Northern Kentucky and Southeastern Indiana. The company was founded in 1973 and is headquartered in Cincinnati, OH.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries.

Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

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.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world.

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.

Southeastern Electric Exchange operates as a non-profit organization. It is non-political trade association of investor-owned electric utility companies. The company was founded in 1933 and is headquartered in Atlanta, GA.

The Cincinnati Chamber of Commerce is a business organization that serves as a platform for businesses to connect, network, and collaborate with each other.

Crothall Services Group, Inc. provides commercial cleaning and facilities management activities. It offers support services, such as environmental services, patient transport, laundry and linen services, facilities management, and clinical equipment solutions. The firm also handles consulting and personnel services. The company was founded by Graeme A. Crothall in 1991 and is headquartered in Wayne, PA.

Horwath Velez & Co. PSC is a private company based in Washington.

PatientPoint Network Solutions LLC provides patient and physician engagement programs. It offers point-of-care solutions, where physicians and patients are focused on improving health outcomes and with programs used in the physician waiting rooms, exam rooms, and practice management areas, as well as in hospital settings. The company was founded by Michael R. Collette on July 11, 2002 and is headquartered in Cincinnati, OH.

Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY.

Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was founded in 1990 by Kenneth Griffin and is wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors.

Custodia Bank, Inc. operates as a special-purpose depository institution. The company was founded by Caitlin Long and is headquartered in Cheyenne, WY.

Prime Movers Lab LLC (Prime Movers Lab) is a venture capital firm founded in 2018 by Dakin Sloss. The firm is headquartered in Jackson, Wyoming.

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.

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.

Pacific American Commercial Co. LLC supplies construction machinery and equipment. The firm sells and leases both new and used foundation and construction equipment. It provides equipment for heavy lifts, deep foundations, bridges, commercial buildings, and marine work. The company was founded by Frank DeBruyn in 1955 and is headquartered in Seattle, WA.

IOI Partners LLC provides business advisory services. The company is based in Zionsville, IN. The company was founded by Scott Atkin, Paul Glyer.