Michael Frishberg

Pre-Paid Legal Services, Inc. provides legal services. It offers direct sales and network marketing. The company was founded by Harland Cecil Stonecipher in 1972 and is headquartered in Ada, OK.

Vanguard Fiduciary Trust Co. (VFTC) is a limited-purpose trust firm headquartered in Malvern, Pennsylvania. They are a subsidiary of Vanguard Group, Inc. The firm serves as trustee and investment advisor for certain collective investment trusts offered by Vanguard Advisers, Inc. (VAI) as eligible investment options by some retirement plans. VAI may recommend the purchase of Vanguard collective investment trusts serviced by VFTC. Additionally, VFTC serves as directed trustee for certain employer-sponsored retirement plans covering participants. They also serve as custodian for traditional IRAs, SEP-IRAs, and Roth IRAs.

The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries.

Oak Hill Advisors LP (OHA) is a SEC-registered investment advisor and alternative investment firm headquartered in New York City. The firm was founded by Glenn August in 1991 and was acquired by T. Rowe Price Group, Inc. (NASDAQ: TROW) from Oak Hill Advisors GenPar LP in 2021. OHA provides investment advisory services to various pooled funds, CLOs and single investor mandates and a publicly traded business development company (BDC).

The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Delta Parent Holdings, Inc. engages in the provision of plumbing services. The company was founded in 2020 and is headquartered in Greenwich, CT.

Focus Financial Partners LLC operates a partnership of independent fiduciary wealth management firms. It provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. The company was founded by Ruediger Adolf, Leonard Chang, and Rajini Sundar Kodialam in 2004 and is headquartered in New York, NY.

Duff & Phelps LLC provides financial advising and investment banking services. It's consulting and investment banking services include financial reporting and tax valuation, fixed asset and real estate consulting, M&A advisory, fairness and solvency opinions, ESOP and ERISA advisory services, legal business solutions and dispute consulting. The company was founded in 1932 and is headquartered in Chicago, IL.

Stone Point Capital LLC (Stone Point Capital) is a Private Equity firm founded in 1985. The firm is headquartered in Greenwich, Connecticut.

Part of Kroll LLC, Duff & Phelps Acquisitions LLC is an American company that offers financial advisory and investment management services.

Axiom Global, Inc. engages in the provision of legal services. Its solution areas include privacy, contracts, intellectual property, corporate and securities, labor and employment, regulation and compliance, real estate, mergers and acquisition, derivatives, and litigation. It serves to the technology, life sciences, industrials, and consumer and financial services industries. The company was founded by Mark Harris and Alexander Guettel in 2000 and is headquartered in New York. NY.

Axe Topco, Inc. engages in the provision of investment services. The company was founded in 2019 and is headquartered in New York, NY.

Kroll LLC is a private company based in New York, NY and has subsidiaries in Hong Kong. The company provides investigative, intelligence, and security services.

Kestra Financial Holdings LP provides insurance brokerage services and investment services. The company is headquartered in Greenwich, CT.

Deerfield TopCo Corp. operates as an early stage company. The company is headquartered in New York, NY.

Kestra Financial Holdings GP LLC provides investment advisory and asset management services. The private company is based in Greenwich, CT.

Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY.

Stone Ridge Partners LLC operates as a private equity firm. The company is headquartered in New York, NY.

United Way of Greater Philadelphia & Southern New Jersey provides social services. It helps in education, financial stability and health sectors. The company was founded in 1921 and is headquartered in Philadelphia, PA.

Vanguard Advisers, Inc., (VAI) is a SEC-registered investment advisor headquartered in Malvern, Pennsylvania. The firm was founded in 1995 and is a direct subsidiary of Goliath, Inc., which is in turn a subsidiary of The Vanguard Group, Inc. VAI offers an investment advisory service through Vanguard Institutional Advisory Services (VIAS). VIAS provides investment advisory and administrative services primarily to institutional clients such as endowments, foundations, employee benefit plans and trusts, and family offices.

Nexii Building Solutions, Inc. is a Canadian green construction technology company that designs and manufactures sustainable, cost-efficient, and resilient high-performance buildings and green building products. The company is based in Vancouver, Canada. and has subsidiaries in Canada and Germany. Nexii's approach to construction requires fewer resources, produces far less waste, and uses recyclable materials with significantly longer life cycles. The company was founded in 2018 by Ben Dombowsky, Michael Dombowsky, and the CEO is Stephen Sidwell.

Zoological Society of Philadelphia operates as a zoo. The non-profit company is based in Philadelphia, PA and has subsidiaries in United States.

Committee Encouraging Corporate Philanthropy operates as an only international forum of business leaders. It specializes in social strategies, stakeholders involvements, business strategies, and disaster relief services. The company was founded by Paul L. Newman and Peter L. Malkin in 1999 and is headquartered in New York, NY.

Zoo Safari Monorails Corp. operates a zoo with interest in the protection of endangered species. It provides education about exotic animals, promoting and participating in worldwide conservation efforts for endangered wildlife and exceptional recreational opportunities for families. The company was founded on March 21, 1859 and Philadelphia, PA.

Evelyn Partners Group Ltd. engages in the provision of wealth management and professional services. The company was founded on September 1, 2020 and is headquartered in the United Kingdom.

OpenAdvisor Technologies, Inc. is the creator of Vanilla, an estate planning and wealth management software designed for financial advisors. The company is based in Los Angeles, CA. Vanilla enables advisors to provide more value to their clients and attract new prospects without requiring any specialized expertise. The company was founded in 2019 by Steven David Lockshin and David Hauser. Gene M. Farrell has been the CEO of the company since 2022.

Index Fund Advisors Ltd. provides financial planning and investment advisory services. Its services include lifestyle, tax and structural, pension, retirement and index growth planning. The company was founded by Noel Farrelly and Les Phillips in 2004 and is headquartered in Sutton Coldfield, the United Kingdom.

Part of Platinum L.P. Guernsey Ltd., Bestinvest (Consultants) Ltd. is a British company that has been helping people achieve their investment goals since 1986. The company is based in London, UK. Bestinvest offers a digital toolkit for investors, expert coaching, and competitive pricing. The company provides access to a wide range of investments, including shares, investment trusts, and ETFs, with thousands of funds to choose from. Bestinvest also offers regular insights to help investors make informed decisions. Additionally, the company provides information on investing in shares and staying invested during retirement.

Part of The Vanguard Group, Inc., Vanguard Group (Ireland) Ltd. is an Irish company that provides investment advice. The company is based in Dublin, Ireland.

iLevel Solutions LLC provides a private equity software platform. It empowers fund managers and investors to control information and gain actionable insights by taking data collection, investment analysis, and performance reporting to a whole new level. The company was founded by Rick Kushel, Hank Boggio, and Robert Dilio on June 24, 2010 and is headquartered in New York, NY.

Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL.