Conning, Inc. is a financial advisory firm based in Hartford, Connecticut. It currently has approximately $93,499,236,056 of assets under management and employs about 270 people. Conning, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, subscription fees, fixed fees, performance-based fees and negotiated fees.

New England Asset Management, Inc. is a registered investment adviser specializing in providing asset management services primarily to the insurance industry. Established in 1984, NEAM is a subsidiary of General Re Corporation, wholly owned by Berkshire Hathaway Inc. NEAM offers a range of services, including asset management, fixed income mandates, high yield strategies, preferred securities strategy, structured products yield enhancement strategy, equity mandates, investment accounting and reporting services, enterprise capital strategy services, and more. NEAM's investment strategies involve a comprehensive investment process, including investment policy, client strategy, execution, and controls. The firm charges fees based on specific services provided, with fees negotiable and subject to annual minimums. NEAM acts as a fiduciary, providing discretionary investment management services to clients, with assets under management totaling $100.5 billion as of December 31, 2022. The firm discloses potential conflicts of interest related to revenue-sharing arrangements with affiliated entities and provides detailed information on its investment strategies, risk factors, and client reporting practices. NEAM's Code of Ethics emphasizes client interests, and the firm does not compensate third parties for client referrals. Clients have the option to direct brokerage, and NEAM exercises investment discretion for client accounts. The firm follows a best execution policy, monitors accounts regularly, and votes proxies in the best interests of clients. NEAM has no disciplinary history and maintains sound financial standing.

Symetra Investment Management Company is a financial advisory firm based in Farmington, Connecticut. It currently has approximately $61,049,549,916 of assets under management and employs about 69 people. Symetra Investment Management Company uses a fee structure of and a percentage of assets under your management.

GE Investment Management Corp. (GEIM) is a registered investment adviser established in Norwalk, CT, providing discretionary investment advisory services exclusively to the General Electric Pension Trust (GEPT). GEIM, a subsidiary of General Electric Company, operates as GE Aerospace and manages assets of $24.4 billion as of December 31, 2024. GEIM's services include selecting, monitoring, and terminating third-party investment advisers for GEPT, as well as managing non-public investments. Fees are determined based on direct employee costs and billed quarterly. GEIM does not charge performance-based fees and does not specify a minimum investment for clients. Investment strategies involve acting as a Manager-of-Managers and making Private Investments, with a focus on qualitative and quantitative analysis. GEIM discloses potential risks, including market risk, Sub-Adviser/Private Investment performance risk, and cybersecurity risks. GEIM operates under a Code of Ethics, provides regular account reviews, and has custody of GEPT's assets. GEIM has discretion over selecting Sub-Advisers and Private Investments and manages proxy voting for client securities. The firm has no disciplinary information and maintains financial stability.

Virtus Investment Advisers, Inc. is a financial advisory firm based in Hartford, Connecticut. It currently has approximately $46,245,613,255 of assets under management and employs about 7 people. Virtus Investment Advisers, Inc. uses a fee structure of and a percentage of assets under your management.

Cigna Investments, Inc. is a financial advisory firm based in Bloomfield, Connecticut. It currently has approximately $22,554,570,237 of assets under management and employs about 118 people. Cigna Investments, Inc. uses a fee structure of a percentage of assets under your management and pro-rata expense allocation.

Landmark Equity Advisors LLC is a financial advisory firm based in Simsbury, Connecticut. It currently has approximately $17,918,430,717 of assets under management and employs about 65 people. Landmark Equity Advisors LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Lime Rock is a financial advisory firm based in Westport, Connecticut. It currently has approximately $11,218,052,132 of assets under management and employs about 218 people. Lime Rock uses a fee structure of a percentage of assets under your management and performance-based fees.

Stonebridge Advisors LLC is a financial advisor firm based in Wilton, CT, with a team of experienced professionals. Robert Allen Wolf, the Executive Vice President and Chief Investment Officer, has over twenty-five years of fixed-income experience and leads the investment committee, overseeing investment policies and strategies for portfolio management activities. Eric D. Weaver, the Executive Vice President and Chief Strategist, has over seventeen years of investment management experience and focuses on overseeing investment strategy, security selection, and portfolio construction. Angelo Dominick Graci, the Executive Vice President, Head of Credit Research, and Portfolio Manager, brings over 20 years of credit and equity research experience, specializing in financial sectors. The firm's President and Chief Executive Officer, Scott Thomas Fleming, is the final decision-maker for all aspects of the business. The advisors are subject to the Stonebridge Code of Ethics, enforced by the Chief Compliance Officer. Stonebridge Advisors LLC does not have any disciplinary information, other business activities, or additional compensation arrangements disclosed. Clients can reach out to Mr. Fleming for any inquiries.