Naomi Urata Joy

Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients.

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.

Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients.

Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates.

Brighthouse Investment Advisers LLC (BIA) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1994 as MetLife Advisers LLC and changed their name into Brighthouse Investment Advisers LLC in 2017. They are a subsidiary of Brighthouse Holdings LLC, which is owned by Brighthouse Financial, Inc. (NASDAQ: BHF). BIA serves as the investment adviser to participants in the asset allocation program made available exclusively under Marquis Portfolios variable annuity contracts by the issuing insurance companies. In this capacity, their clients are holders of Marquis Portfolios variable annuity contracts. As noted above, the firm also serves as investment adviser to certain investment companies registered under the 1940 Act.

Gelber Group LLC provides trade execution, clearing, and risk management services. It offers facilities management and clearing services such as statement generation and risk management for exchanges and financial institutions. The company was founded by Brian Gelber and Frank Gelber in 1982 and is headquartered in Chicago, IL.

Naverus, Inc. provides Performance-Based Navigation (PBN) solutions. Its services include PBN procedure design, deployment, maintenance and support. The firm serves to the airlines and fleet operators. The company was founded by Dan Gerrity, Steve Fulton and Hal Andersen in February 2003 and is headquartered in Kent, WA.

Seattle-Northwest Securities Corp. is based in Seattle, WA. Part of Piper Sandler Cos., Seattle-Northwest Securities Corp. is a company that provides investment banking and asset management services. Seattle-Northwest Securities was acquired by Piper Jaffray Cos. on July 12, 2013 for $21 million.

Renzulli Learning Systems develops, markets and supports a web-hosted application designed to promote K-12 student-driven learning based on research in instructional strategies. The company was founded by Joseph Renzulli and Sally Reis in 2005 and is headquartered in New Haven, CT.

SoshaCom Corp. specializes in the convergence of information and communication technology. The company is headquartered in Ottawa, Canada.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Delta Dental of Washington provides dental plan products and related administrative services. The firm operates through employer-sponsored programs and does not offer coverage plans to individuals. The company was founded in 1954 and is headquartered in Seattle, WA.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Corporate Employment Resources, Inc. provides employment services in the areas of accounting, financial, technology, library, and records management, engineering, administrative, clerical, legal support, banking, and financial services. The company was founded in 1993 and is located in Houston, TX.

Alternative Distribution Alliance distributes audio and video products. It distributes independent record labels such as Sub Pop, Matador, Epitaph, Domino, Comedy Central, Touch and Go, and Beggars Music Group. The company was founded in 1993 and is located in New York City, NY.

Part of The CI Group Holdings Ltd., The CI Group Ltd. is a British company that provides credit insurance management and bad debt protection for corporate, invoice discounters, and factoring companies. The company is based in Salford, UK.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Snohomish County PUD provides electric utility company. Its services include residential, business, conservation, education, water, and power supply. The company is headquartered in Everett, WA.

U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH.

RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.

NCS Corp. is an American company that specializes in wholesaling hot tubs, spas, whirlpool baths, plumbing, and fixtures.

Brookfield Public Securities Group LLC (PSG) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1989 and is a subsidiary of Brookfield Public Securities Group Holdings LLC, ultimately held by Brookfield Corp. (NYSE, TSE: BN), a Toronto-based global asset manager that focuses on investments in property, renewable power and infrastructure. PSG provides investment advisory services on a discretionary and non-discretionary basis to financial institutions, public and private pension plans, insurance companies, endowments and foundations, sovereign wealth funds, retail investors, high net-worth investors and institutional SMAs, UCITS, investment companies and private funds.

Xtreme Consulting Group, Inc. engages in the provision of information technology, project management and consulting services. It offers solutions in staffing, design and build and managed services to the consumer goods and services, financial and legal, IT, government and health care industries. The company was founded by Tony Richardson and Greg Rankich in 2005 and is headquartered in Kirkland, WA.

Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs.

Webster Bank, NA provides banking services. It offers investment management, financial planning services, banking and lending solutions, fiduciary services and institutional services. The company is headquartered in Waterbury, CT.