Kenneth Ross Hyman

Partnervest Financial Group LLC provides financial services platform including wealth management, traditional investment management and true alternative investments services. Its services include advisor services, practice management, and investor services. The company was founded by Kenneth R. Hyman in 2001 and is headquartered in Santa Barbara, CA.

CreativeOne Wealth LLC is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded by Cory Lagerstrom in 2015 as Change Path LLC and legally changed its name to CreativeOne Wealth LLC in 2022. They are primarily owned by CM2 Holding Co., Inc. CreativeOne Wealth mainly provides advisory services to individuals, high-net-worth individuals, and third-party investment advisers through their sub-advisory services.

Founded in 2001, Partnervest Advisory Services LLC is a registered investment advisor located in Santa Barbara, California. The firm provides financial services to individuals, pension and profit sharing plans, trusts, estates, charities, corporations and other business entities.

Associated Financial Group, Inc. provides financial services. It operates primarily through securities broker and dealer Associated Securities Corp. The company was founded in 1982 and is headquartered in Los Angeles, CA.

Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments.