David Alan Derby

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.

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.

John Hancock Investment Management LLC (JHIM) is a fund-of-funds manager headquartered in Boston, Massachusetts. The firm was founded in 2002 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately owned by Manulife Financial Corp. (TSX; NYSE: MFC) in Canada. JHIM provides discretionary investment advisory services as a “manager of managers” to certain open-end and closed-end registered investment companies, such as exchange-traded funds, in the John Hancock family of funds, that are offered to retail investors and, in the case of certain funds, are included as investments in model portfolios created by JHIM or one of its affiliates.

Part of Zurich Insurance Group AG, the company is an insurance concern. The company is based in Schaumburg, IL.

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.

Aon Consulting, Inc. provides human capital consulting services. The firm offers solutions in the areas of management consulting, mergers & acquisitions, workforce strategies, and research on human capital issues. It also provides solutions in the areas of employee benefits, compensation and rewards, human resources outsourcing, communication consulting, talent solutions and development, and human resource leadership The company is headquartered in Chicago, IL.

Part of Willis Towers Watson Plc, Willis HRH, Inc. is a company that provides insurance brokerage services. The company is based in New York, NY.

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

Prudential Life Insurance provides life insurance services. The private company is based in Newark, NJ.

Part of Deloitte LLP (New York), Deloitte Corporate Finance LLC provides financial advisory services. The company is based in New York, NY. The CEOs of the company are Hector Calzada, Paul Warley, Thomas Sloop.

Chesapeake Financial Group, Inc., do-business-as Chesapeake Wealth Management, is a wealth management firm headquartered in Williamsburg, Virginia. The firm was founded in 1973 and they are a subsidiary of Chesapeake Financial Shares, Inc. (OTCMKTS: CPKF). Chesapeake Wealth Management provides wealth management services to private individuals and institutional clients.

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.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.

Part of Digital Insurance LLC, Fiduciary Plan Advisors is a company that provides retirement and wealth consultancy services. The company is based in Baltimore, MD. The company was founded in 2014 by Jania Stout, Chad J. Wilson. Fiduciary Plan Advisors was acquired by OneDigital Investment Advisors LLC on June 03, 2021.