Michelle Nicole Katzen

HCR Wealth Advisors (HCR) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Gregory S. Heller in 1988. HCR provides advisory services to individual and institutional clients.

Toyota Financial Services International Corp. provides financing services such as automotive financial, financing plans and insurance products to Toyota customers and dealers in the U.S. It offers credit insurance, extended service contracts and other vehicle protection plans. Toyota Financial Services Americas Corp. was founded in 1983 and is headquartered in Torrance, CA.

Lincoln, Nebraska-based Union Bank & Trust Co. (UBT) was founded in 1917 as the Farmer's State Bank. In 1935, the name was changed to Union Bank and in 1959, with the addition of trust powers, the company became Union Bank & Trust Company. In 1965, Union Bank & Trust was purchased by the Dunlaps, a Nebraska banking family. Union Bank & Trust is now a subsidiary of Farmers & Merchants Investments, Inc. Along with their affiliated companies, Union Bank & Trust offers the following services: business cash management, lending and depository services, retail deposit, transaction and lending services, trust services for individuals, families and employer-sponsored benefit programs, investment services, including the Stratus family of mutual funds, insurance services and student loans and student loan servicing.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Ascendant Capital Management LLC (ACM) is an independent investment management firm headquartered in Los Angeles, California. The firm was founded by Jordan Kahn in 2014. ACM offers investment funds for individual and institutional investors.