Corey J. Walther

Allianz Life Insurance Co. of New York operates as a life insurance company. It operates through the Individual Annuities and Other segments. The Individual Annuities segment provides tax-deferred investment growth and lifetime income opportunities for its customers through fixed, fixed-indexed, variable-indexed, and variable annuities. The Other segment is composed of Life, Long-Term Care, and Special Markets products. The company was founded on September 21, 1982 and is headquartered in New York, NY.

Allianz Life Insurance Co. of North America engages in the provision of individual annuities and life insurance products. It operates through the following segments: Individual Annuities, Life, Questar, and Legacy. The Individual Annuities segment includes fixed, fixed-indexed, variable, and variable-indexed annuities that are provided through independent distribution channels made up of agents and registered representatives. The Life segment issues fixed-indexed universal life insurance products, as well as maintains term and whole life in-force blocks that the company no longer sells or distributes. The Questar segment distributes a range of securities products, including mutual funds, variable life insurance, and annuity contracts; and also processes general securities transactions through a clearing arrangement with a third-party provider. The Legacy segment consists of closed blocks of long-term care and special markets products. The company was founded in 1896 and is headquartered in Minneapolis. MN.

Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA.

Part of AmeriLife Group LLC, TruChoice Financial Group LLC is a dynamic sales and marketing organization and one of the largest distributors of financial services products in the insurance industry. The company is based in Minneapolis, MN. TruChoice is designed to function as a foundation for the success of the independent financial professionals that they serve, leveraging the resources that only a large company can provide, while offering the individualized service of a much smaller one. Brian Peterson has been the CEO of the company since 2018. TruChoice Financial Group was acquired by AmeriLife Group LLC from Allianz Life Insurance Company of North America on November 30, 2022.

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.

JConnelly Inc. is a communications and marketing agency working with brands to help them expand awareness, connect and engage with clients and stakeholders, influence change, amplify online presence and build community. It specializes in media relations, video production and distribution, social and digital media, advertising, corporate communications support, branding, content development and distribution, marketing, graphic design, crisis communications and risk management, and reputation management. The company was founded in 2003 and is headquartered in New York, NY.

Jefferson National Financial Corp. provides annuity products and services. It offers its products and services through its subsidiaries. The company was founded on May 17, 2006 and is headquartered in Louisville, KY.

Illumifin Corp. provides travel, life and health, creditor, and auto and reinsurance products. The company was founded on June 13, 1991 and is headquartered in Columbia, SC.

Part of Allianz SE, PFP Holdings, Inc. is an investment holding company. The company is based in Panama City, FL.

Brighthouse Life Insurance Co. provides annuities and life insurance products. It operates through the following segments: Annuities, Life, Run-Off, and Corporate and Other. The Annuities segment consists of a variety of variable, fixed, index-linked and income annuities designed to address contract holders’ needs for protected wealth accumulation on a tax-deferred basis, wealth transfer and income security. The Life segment offers insurance products, including term, universal, whole and variable life products designed to address policyholders’ needs for financial security and protected wealth transfer, which may be on a tax-advantaged basis. The Run-Off segment is involved in the products that are no longer actively sold and are separately managed, including ULSG, structured settlements, pension risk transfer contracts, certain company-owned life insurance policies and certain funding agreements. The Corporate and Other refers to the excess capital not allocated to the segments and interest expense related to the company’s outstanding debt, as well as expenses associated with certain legal proceedings and income tax audit issues. The company was founded in 1863 and is headquartered in Charlotte, NC.

Part of Brighthouse Financial, Inc., Brighthouse Securities LLC is a company that provides securities brokerage services. The company is based in Charlotte, NC.

Allianz Real Estate of America LLC provides real estate investment services. The firm offers commercial mortgage loans, equity investments, portfolio management, asset portfolio, and loan closings services. The company is headquartered in New York, NY.

Transamerica Financial Life Insurance Co. provides insurance services. The company is headquartered in Harrison, NY.

The Leukemia & Lymphoma Society, Inc. operates as the world's largest voluntary health organization dedicated to funding blood cancer research, education and patient services. The firm provides treatment for , lymphoma, Hodgkin's disease and myeloma, and improve the quality of life of patients and their families. It identifies and funds the most promising blood cancer research projects and forges partnerships with academic institutions, biotechnology and pharmaceutical companies to accelerate the development of new therapies. The company is headquartered in Rye Brook, NY.

Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE.

Amundi Pioneer Asset Management USA, Inc. provides investment management services. The company was founded on October 25, 1956 and its headquarters is headquartered in Boston, MA.

Transamerica Life Insurance Co. engages in the provision of life insurance services. The company was founded on April 19, 1961 and is headquartered in Cedar Rapids, IA.

Allianz Life Insurance Co. of North America (Investment Portfolio) (Allianz-IP) is the investment portfolio division of Allianz Life Insurance Co. of North America, an insurance firm headquartered in Minneapolis, Minnesota. They are ultimately owned by Allianz SE (ETR: ALV) in Germany. Allianz-IP was founded in 1896 and provides retirement solutions such as fixed and variable annuities and life insurance for individuals.

Source Media LLC provides business-to-business digital media services. It provides timely and essential news, analysis, research, data and insights for members of the financial services community, and related fields in professional services and technology. The company offers its clients and subscriber?s publications and online information services, industry-standard data applications and in-depth seminars and conferences. The company was founded in 2004 and is headquartered in New York, NY.

TomTom International BV produces, designs, and develops navigation and mapping products. It operates through the following business units: Consumer, Automotive, Licensing, and Telematics. The Consumer business unit includes navigation devices such as global positioning system enabled sports watches. The Automotive business unit provides navigation components such as maps, traffic, and software to car manufacturers. The Licensing business unit comprises of maps with navigable coverage for 118 countries, address points, and two-dimensional city maps. The Telematics business unit covers fleet management, vehicle telematics, and connected car services. The company was founded by Harold Goddijn and Peter-Frans Pauwels in 1991 and is headquartered in Amsterdam, the Netherlands.

TomTom, Inc. manufactures GPS hardware and software products. It specializes in navigation products and services, maps, traffic, wearable, fitness, action camera, software, fleet management. The firm serves consumer, telematics, automotive and licensing markets. The company was founded in and is headquartered in Burlington, MA.

Stratford American Corp. explores oil and gas in the United States. It owns interests in 30 oil and gas producing properties in Oklahoma and Texas through its subsidiary Stratford American Energy Corp. The company also owns working and/or royalty interests in oil and gas properties in Oklahoma and Texas through its subsidiary SA Oil. Stratford American was founded in 1988 and is headquartered in Phoenix, AZ.

All Stars Project, Inc. operates as a non-profit organization that provides development school services for young people. The non-profit company is based in New York, NY.