Matt Westhoff

American United Life Insurance Co. engages in the provision of investment advice. The company was founded on November 24, 1933 and is headquartered in Indianapolis, IN.

First Command Financial Services, Inc. (FCFS) headquartered in Fort Worth, Texas. The firm was founded in 1958 and is a subsidiary of First Command Financial Planning, Inc. ESOP Trust. FCFS provides insurance products and services to active and retired or separated military families.

Kaplan Professional provides educational and professional training services. The company is headquartered in New York, NY.

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.

The State Life Insurance Co. (Investment Portfolio) is the investment portfolio division of The State Life Insurance Co., an insurance firm headquartered in Indianapolis, Indiana. They are ultimately owned by American United Mutual Insurance Holdings Co. The firm offers life insurance products and services to various clients.

American United Life Insurance Co. (Investment Portfolio) (AULI-IP) is the investment portfolio division of American United Life Insurance Co., a faith-based, member owned, not-for-profit insurance company headquartered in Indianapolis, Indiana. The firm was founded in 1877 and is a subsidiary of OneAmerica Financial Partners, Inc., owned by American United Mutual Insurance Holding Co. AULI-IP manages the investment portfolios of insurance clients.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

New York Life Insurance Co. engages in the provision of insurance products and services. It offers life insurance, retirement income, long term care, investments, and premier services. The company was founded on April 12, 1845 and is headquartered in New York, NY.

Spence-Lingo & Co. Ltd. retails life insurance products and mutual funds. The firm acts as an independent insurance agency, offering annuities as well as life, long term care, disability income, and health insurance to individuals, small businesses, and institutions. The company was founded on June 1, 2007 and is headquartered in Atlanta, GA.