Kent T. Schmeckpeper

Jackson National Life Insurance Co. engages in the provision of retirement fund management and life insurance services. Its products include variable and fixed index annuities. The company was founded in 1961 and is headquartered in Lansing, MI.

Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL.

PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.

Part of Invesco Ltd., INVESCO Funds Group, Inc. is a company based in Denver, CO.

Comprehensive Software Systems LLC is a national software and solutions firm that serves the front and back office teams of brokerages and broker-dealers. It offers account, order, wealth and reference data management, and customer cashiering solutions. The company was founded by Michael T. Landry in 1993 and is headquartered in Golden, CO

AIQ, Inc. provides online databases and advisor market information services. The company was founded by T. Gary Liberman in 2010 and is headquartered in Clifton, NJ.