Will Steih

Liberty Wealth Advisors LLC (LWA) is a wealth management firm headquartered in Naples, Florida. The firm was founded by James Gladney and Richard Ferri in 1999 as Portfolio Solutions LLC. They were acquired by Prime Capital Investment Advisors LLC in 2022. LWA offers a full spectrum of financial advisory and wealth planning services to individuals, high-net-worth individuals, trusts, estates, endowments, institutions, individual participants of retirement plans, pension and profit-sharing plans, charitable organizations, corporations, and other businesses.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research.

Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide.

Lockton, Inc. provides insurance brokerage service. The firm offers risk management products, such as aviation, cargo, casualty, contingency, cyber risk, environmental, executive and financial risk, marine, personal accident and travel, personal line, private client, product reputation and recall, professional liability and indemnity, property, reinsurance, supply chain risk, surety, trade credit and political risk, and war and terrorism insurance. The company was founded in 1966 and is headquartered in Kansas City, MO.

Lockton International Holdings Ltd. provides insurance brokerage services. It offers tenant contents, cover holders professional indemnity, captive, risk and insurance program management, consulting, and alternative risk finance services. The company was founded on August 16, 2006 and is headquartered in London, the United Kingdom.

Lockton Cos. LLC engages in the provision of insurance and risk management services. It offers claims consulting, mergers and acquisitions services, strategic risk consulting, employee benefits, and retirement services. The company was founded by Jack Lockton in 1966 and is headquartered in Kansas City, MO.

CHHSZ Holdings LLC provides holding company. The company is headquartered in Overland Park, KS.