Laurence Edward Seiden

PSA Financial Advisors, Inc. (PSA) is an investment management firm headquartered in Hunt Valley, Maryland. The firm was founded in 1978 and is a subsidiary of The Hilb Group LLC. PSA specializes in employee benefits brokerage, human resources consulting and risk management services.

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.

Part of Woodbridge Co. Ltd. /New/, Thomson Reuters Group Ltd. functions as an investment holding British company. The company is based in London, UK.

Part of Woodbridge Co. Ltd. /New/, Thomson Reuters (Tax & Accounting), Inc. is a company that provides tax and accounting software solutions. The company is based in New York, NY.

UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.

JPMorgan Chase Bank, NA provides commercial banking services. It offers investment banking, merchant services, and institutional asset management services. The company is headquartered in New York, NY.