Frank Barbara

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Datek Online Holdings Corp. provides online brokerage services. It offers day trading and retail brokerage services in different parts of the United States. The company was founded in 1970 and is headquartered in Jersey City, NJ.

Citibank (Louisiana) provides commercial banking services. The private company is based in New Iberia.

Part of iCapital, Inc., iCapital Markets LLC is a company that provides customized value-added services throughout the full structured note lifecycle. The company is based in New York, NY. The company specializes in providing calendar and custom structured notes optimized for today's low yield environment, empowering RIAs in their efforts to maximize client portfolio return and diversification. Founded in 2010, iCapital Markets combines traditional, in-person support practices with technology to drive increased outreach, product education, and awareness. The CEO of the company is Peter Horacek. iCapital Markets was acquired by iCapital Alternative Investments LLC on December 31, 2021.

Blackstone Growth Advisors LLC (Blackstone Growth Advisors) is a private equity subsidiary of Blackstone Inc founded in 2019. The firm is headquartered in New York.