Brian Leftwich

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.

National Association of Insurance Marketers, Inc. provides insurance services. The company is headquartered in Phoenix, AZ.

United Insurance Co. of America provides property and casualty insurance services. The firm offers services to the lower-income individuals and families. The company is headquartered in Chicago, IL.

Part of National Guardian Life Insurance Co., Protected Home Mutual Life Insurance Co. provides life insurance services. The company is based in Sharon, PA. Protected Home Mutual Life Insurance was acquired by National Guardian Life Insurance Co. on July 16, 2003.

Texas Life Insurance Co. provides life insurance services through its PLUS Series, a 'brochure' insurance product that includes individual and worksite plans. It is authorized to do business in 49 states and in Washington DC. The company was founded in 1901 by William D. Mayfield and is headquartered in Waco, TX.

Part of MetLife, Inc., MetLife International Holdings, Inc. is an investment holding company. The company is based in New York, NY.

Security Benefit Life Insurance Co. engages retirement savings and income products. It provides merit-based distribution strategy that helps advisors meet their client’s retirement needs. The company was founded in 1892 and is headquartered in Topeka, KS.

Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.

UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients.

Cigna Holding Co. engages in the provision of medical, dental, disability, life and accident insurance, and related products and services to businesses, governmental and non-governmental organizations, and individuals, through its subsidiaries. The company was founded in 1981 and is headquartered in Bloomfield, CT.

Nippon Wealth Life Insurance Co., Ltd. engages in life insurance business that provides long-term care insurance, annuities, retirement plans, savings products and mutual funds to individual and institutional customers. It operates through a network of independent brokers and franchised agents. The company was founded in 1907 and is headquartered in Tokyo, Japan.

Trover Solutions, Inc. provides recovery services to insurance and healthcare companies. It offers comprehensive cost containment services and software to the private healthcare payer and property and casualty industries. The firm also provides cost containment solutions including insurance subrogation, overpayments recovery and clinical bill auditing, and litigation management. The company was founded by Patrick B. McGinnis in 1988 and is headquartered in Louisville, KY.

LaserSight, Inc. through its wholly-owned operating subsidiaries LaserSight Technologies, Inc. and LaserSight Patents, Inc engages in the development, manufacture & sale of ophthalmic lasers and related products primarily for use in laser vision correction, including laser in-situ keratomileusis & photorefractive keratectomy procedures. It also licenses patents related to refractive surgical procedures. The company was founded in 1987 and is headquartered in Winter Park, FL.

City Kitchens creates and installs custom kitchens. The company was founded in May 10, 1988 and is headquartered in Seattle, Washington

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

Washington University Investment Management Co. (WUIMC) is the investment office for Washington University in St. Louis, a private research university headquartered in St. Louis, Missouri. The firm was founded in 2006 to manage the University's endowment and related assets. WUIMC builds and manages a perpetual investment portfolio in support of the university’s critical and interlocking missions of teaching, research, and patient care for current and future generations.

Ascension Investment Management LLC (AIM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2011 as Catholic Healthcare Investment Management Company (CHIMCO), a non-profit corporation, using Ascension Investment Management as its primary business name. In order to effectuate a change in their form of organization, substantially all of the assets and liabilities of CHIMCO were transferred to AIM. The firm is a wholly-owned subsidiary of Ascension Capital LLC, which is wholly owned by Ascension Health Alliance, a non-profit corporation organized for charitable, religious, educational and scientific purposes. AIM provides investment advice and consulting to institutional investors through a commingled investment vehicle as well as through the use of separate accounts.

INCA Investments LLC (INCA) is a SEC-regisered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was founded by Fernando X. Donayre in 2004 and is a subsidiary of FXD Holdings LLC. INCA provides investment management and advisory services to institutional investors such as charitable endowments and foundations, corporations, partnerships, limited liability companies, sovereign wealth funds, pooled investment funds, and other business entities.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Diamond Hill Capital Management, Inc. (Diamond Hill) is a SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded in 2000 and is a wholly owned subsidiary of Diamond Hill Investment Group, Inc. (NASDAQ: DHIL). Diamond Hill provides investment management services to individual and institutional investors through mutual funds, separate accounts, collective investment trusts (CITs), other pooled vehicles such as sub advised funds, and a private fund.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

Kroll LLC provides global advisory services. It offers valuation advisory; governance, risk, investigation, and disputes; kroll cyber risk, corporates finance, and compliance and regulatory consulting. The company was founded by William Duff and George Phelps in 1932 and is headquartered in New York, NY.