James Francis Viceconte

Part of Citizens Financial Group, Inc. (Rhode Island), Citizens Securities, Inc. provides investment advice. The company is based in Johnston, RI.

FolioBeyond LLC is an asset management firm based in New York, NY. The private company utilizes advanced algorithms, artificial intelligence, and machine learning tools to build diversified portfolios, manage risk, deliver optimal returns, and provide customized asset management solutions for both fixed income and equity portfolios. FolioBeyond is a revolutionary investment technology platform bringing advanced algorithms to institutional investors, wealth managers, and investment advisors. Yung Lim has been the CEO of the company since 2017.

Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY.

Founded in 1998 by Gregory Frith, FBS Management, Inc. is a hedge fund manager located in York, Pennsylvania. The firm manages the FBS Investors Fund and the FBS Acorn Fund.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.