Peter Christiansen

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Osaic Wealth, Inc. is a registered broker/dealer headquartered in Jersey City, New Jersey. The firm was founded in 1988 as Royal Alliance Associates, Inc. and changed their name to Osaic Wealth, Inc. in 2023. They are a subsidiary of Osaic, Inc. Osaic Wealth provides a full array of trading and execution services for various clients.

Part of American International Group, Inc., SunAmerica Financial Group, Inc. is a division of AIG that offers a wide range of protection, retirement savings, investment, and lifetime income solutions to help individuals achieve financial and retirement security. The company is based in Los Angeles, CA, and the CEO of the company is Kevin T. Hogan. The company consists of four operating segments, including individual retirement, AIG retirement services, life insurance, and institutional markets, and holds leading market positions in many of the markets it serves.