Paul Chong

CMFG Life Insurance Co. engages in the provision of life and health insurance services. The company was founded in 1935 and is headquartered in Madison, WI.

MEMBERS Life Insurance Co. engages in the provision of stock life and health insurance products. It operates through the Life and Health; and Annuities business segments. The company was founded on February 27, 1976 and is headquartered in Waverly, IA.

Union Security Insurance Co. is a stock life insurance company, which engages in the provision of pre-funded funeral insurance products, and accidental death and dismemberment policies. It also offers life and health insurance products including group insurance products. The company was founded in 1910 and is headquartered in Madison, WI.

Huntington National Bank (Investment Management) (HNB-IM) is an investment management division of Huntington National Bank, which is a wholly-owned subsidiary of Huntington Bancshares, Inc. (NASDAQ: HBAN). The firm was founded in 1866 and is headquartered in Columbus, Ohio. HNB-IM provides investment management and trust services to individuals and families who seek guidance in the management of their investment assets.

Bank Insurance & Securities Association is a business association. The non-profit company is based in Washington.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

Members Trust Co. offers trust and investment services to credit unions, members, and private clients with a focus on estate planning and retirement savings. Members Trust was founded in 1987 and is based in Tampa, FL with subsidiaries in the United States. The private company provides guidance on investment management, long-term care planning, and tax-efficient investing. The company also offers information on converting traditional IRAs to Roth IRAs, business succession planning, and designating beneficiaries. Kenneth E. Lako has been the CEO of the company since 2023.

Morgan, Lewis & Bockius LLP provides legal consulting services. It specializes in transactional, litigation, labor and employment, regulatory, and intellectual property legal services to various industries. The company was founded in 1873 and is headquartered in Philadelphia, PA.