Bill Billimoria

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Summit Wealth Partners, Inc. provides investment advisory services. Its services include wealth management, investment management, financial planning, and business solutions. The company was founded in 1983 and is headquartered in Orlando, FL.

Part of Canon J. Beverly Investment Advisors LLC is based in Beverly Hills, CA and is led by Ms. Price, who has over thirty years of experience in the financial services industry. Price, Inc., Beverly Investment Advisors is an independent investment advisory firm that provides objective advice for high net-worth individuals and corporate entities. The firm offers asset management, retirement planning, and pension consulting services. The firm also handles 401(k) plans, including design, implementation, and ongoing advice for plan participants. Beverly Investment Advisors is an accredited asset management specialist and a member of the Financial Planning Association. The firm's website provides resources for clients, including research and monitoring providers, and a client relationship summary.

HCR Wealth Advisors (HCR) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Gregory S. Heller in 1988. HCR provides advisory services to individual and institutional clients.

The Glowacki Group LLC provides investment advisory services. It offers portfolio design and wealth management, financial analysis, estate planning and family office services. The company was founded by Michael V. Glowacki and is headquartered in Los Angeles, CA.

Ascendant Capital Management LLC (ACM) is an independent investment management firm headquartered in Los Angeles, California. The firm was founded by Jordan Kahn in 2014. ACM offers investment funds for individual and institutional investors.

AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes.