Matthew Schlueter

Vision2020 Wealth Management Corp. (Vision2020) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned primarily by a consortium of investors through RCP Artemis Co-Invest LP. Vision2020 provides access to multiple investment managers who provide investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, banks as well as other business entities.

Osaic Financial Services, Inc. is a holding company, which engages in investment banking and research, institutional sales and trading, asset management services, wholesale life insurance brokerage, and trust services through its subsidiaries. It operates through the following segments: Independent Advisory and Brokerage Services; Ladenburg; and Insurance Brokerage. The Independent Advisory and Brokerage segment includes the investment advisory and brokerage services provided by independent advisory and brokerage subsidiaries. The Ladenburg segment comprises investment banking, sales and trading and asset management services, and investment activities. The Insurance Brokerage segment focuses in the wholesale insurance brokerage activities. The company was founded in February 1996 and is headquartered in Miami, FL.