Nina Schloesser McKenna

Osaic, Inc. engages in the provision of wealth management services. It offers advices on investment products, such as mutual funds, variable annuities, insurance, and alternative investments, advisory and asset management services, and advisory services program. The company is headquartered in Phoenix, AZ.

Cetera Financial Specialists LLC provides tax and accounting financial services. The company was founded in 1981 and is headquartered in Schaumburg, IL.

Morningstar Funds Trust operates as an open-end management investment company. The company is headquartered in Chicago, IL.

H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX.

GE Financial Assurance Holdings, Inc. used to provide administrative, customer assistance and other services. The company was a provider of array of life, pension, annuity and mutual fund products as well as more immediate financial instruments such as auto insurance and supplemental health coverage. The company was headquartered in Richmond, VA.

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

Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL.

TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.

Constellation Energy Resources LLC supplies power, natural gas, renewable energy and energy management products and services. It also provides integrated energy solutions from electricity and natural gas procurement and renewable energy supply to demand-side management solutions that help customers strategically buy, manage and use their energy. The company is headquartered in Baltimore, MD.

Part of Avantax, Inc., Avantax Wealth Management, Inc. is a financial company that offers a tax-advantaged approach for comprehensive financial planning. The company is based in Dallas, TX. Avantax technology, tax and wealth management insights are used by Avantax financial professionals to uncover and tailor opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Through its tax-smart approach, Avantax financial professionals help clients leverage taxes to create financial growth opportunities. Avantax uses technology, tax and wealth management insights to uncover tailored and advantageous opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Avantax Wealth Management is the holding company for the group of companies providing financial services under the Avantax name. Securities, investment advisory services, and insurance services are offered through Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Agency, and Avantax Insurance Services. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. The company was founded in 1983.

Docupace Technologies LLC provides document management and workflow solutions. It offers ePACS productivity suite, cyber security and straight through processing. The company was founded by Michael Pinsker and is headquartered in Los Angeles, CA.

National CineMedia LLC provides advertising, promotions, business and entertainment event services. It specializes in cinema advertising, entertainment marketing, 3-D, online advertising, mobile marketing, online or mobile video, cinema, movies, Noovie, and movie theater advertising. The company was founded on March 29, 2005 and is headquartered in Centennial, CO.

Matterhorn Parent LLC operates as investment holding company. The company is headquartered in Downers Grove, IL.

Resolute Investment Managers, Inc. engages in the provision of investment management services. It offers a suite of operational and administrative services including distribution and marketing, finance and accounting, general corporate, disaster recovery and desktop support, and human resources and benefits administration. The company was founded in November 1986 and is headquartered in Irving, TX.

Part of Genesis Care Pty Ltd., Genesis Care Finance Pty Ltd. is an Australian company that provides health care services. The company is based in Alexandria, Australia.

Credit Suisse Securities (USA) LLC provides a variety of capital raising, market making, advisory and brokerage services for governments, financial institutions, high-net-worth individuals, and corporate clients and affiliates. It is also a primary dealer in U.S. government securities and an underwriter, placement agent, and dealer for money market instruments, commercial paper, mortgage and other assetbacked securities, as well as a range of debt, equity and other convertible securities of corporations and other issuers. The company was founded on January 3, 2003 and is headquartered in New York, NY.

Private Advisor Group LLC (PAG) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded by John Hyland and Patrick Sullivan in 2010 and formerly known as Morristown Financial Group. They are principally owned by PAG Holdings LLC, ultimately held by PAG Legacy Partners LLC. PAG offers a variety of discretionary and/or non-discretionary investment advisory services on a wrap or non-wrap fee basis to individuals, business entities, trusts, estates and charitable organizations.

CITI Ltd. provides management consulting services. The private company is based in Milton Keynes, UK. The British company was founded in 1984. The CEO is Christopher John Worsley.

Talen Energy Supply LLC engages in the generation and marketing of electricity. It markets and trades wholesale and retail electricity and gas, and supplies energy and energy services in competitive markets. The firm generates electricity using nuclear, natural gas and oil, coal, hydro, and renewable sources. The company was founded on November 14, 2000 and is headquartered in Allentown, PA.

Jupiter Resources, Inc. provides oil and gas exploration, production and development services. It focuses on liquids-rich natural gas properties in Western Canada. The company was founded in 2014 and is headquartered in Calgary, Canada.

Lazard Freres & Co. LLC provides corporate advisory, capital market, and asset management services. The company was founded on April 13, 1992 and is headquartered in New York, NY.

AlixPartners LLP engages in the provision of restructuring, consulting, and financial advisory services. It specializes in management consulting, strategic planning, corporate restructuring, go-to-market strategies, business growth and performance investments, and accelerated business transformation. The company was founded by Jay Alix in 1981 and is headquartered in New York, NY.