Jon C. Frojen

Oak Hill Capital Management LLC (Oak Hill Capital) is a private equity subsidiary of OHCM Management LLC founded in 1986 by Robert M. Bass. The firm is headquartered in New York.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Futures Portfolio Fund LP engages in the speculative trading of futures contracts, forward currency contacts, and other financial instruments. It primarily trades within agricultural commodities, currencies, energy products, equity indices, interest rate instruments, metals, and single stock futures. The company was founded on May 11, 1989 and is headquartered in Excelsior, MN.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Temasek Capital Pte Ltd (Temasek Capital) is a Private Equity/Venture Capital firm, a subsidiary of Temasek Holdings Pte Ltd (Investment Management) founded in 1974. The firm is headquartered in Singapore with additional office in London.

Kinecta Federal Credit Union provides financial products and services. It offers checking and savings, real estate center, auto buying center, personal loans and credit cards, and business services. The company was founded in October 1940 and is headquartered in Manhattan Beach, CA.

Southwest Autism Research & Resource Center is a nonprofit organization which provides autism research, education, evidence-based treatment, and community outreach services. Its programs and services include diagnostic serivces, clinical services, educational, training and outreach programs, and autism screening and evaltuations. The company was founded by Raun D. Melmed and Denise D. Resnik in 1997 and is headquartered in Phoenix, AZ.

Obra Capital, Inc. operates as an asset management company. It specializes in the structuring, servicing, financing and management of life settlements, synthetic products, annuities, notes, and structured settlements. The company was founded by Jeffrey Robert Serra in 2009 and is headquartered in Austin, TX.

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.

Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY.

Vision2020 Wealth Management Corp. (Vision2020) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned primarily by a consortium of investors through RCP Artemis Co-Invest LP. Vision2020 provides access to multiple investment managers who provide investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, banks as well as other business entities.

Reverence Capital Partners LLC (RCP) is an independent private equity firm founded in the year 2013 by Milton R. Berlinski, Peter C. Aberg and Alexander A. Chulack. The firm is headquartered in New York.

Osaic Holdings, Inc. engages in the provision of banking and financial services. The company was founded in 2016 and is headquartered in Phoenix, AZ.

Osaic Advisory Services LLC (dba Osaic Advisors) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2014 as Triad Hybrid Solutions LLC and changed their legal name to Osaic Advisory Services LLC in 2024. They are a wholly owned subsidiary of OSIAC Holdings, Inc., which is ultimately owned by AG Artemis Holdings LP. Osaic Advisors offers several types of advisory programs or services to individuals and institutional clients.

Adit Ventures Management LLC (Adit Ventures) is a venture capital firm founded in 2014 by Daniel Francis McCooey and Eric Lawrence Munson. The firm is headquartered in New York.

Part of Allspring Group Holdings LLC, Allspring Global Investments Holdings LLC operates as an asset management company. The company is based in Charlotte, NC. The CEO of the company is Joseph Andrew Sullivan.

Venerable Holdings, Inc. owns and manages the legacy variable annuity business. The company was founded on June 1, 2018 and is headquartered in West Chester, PA.