Since 1971, Western Asset Management Company has provided global fixed-income investment management services for a wide variety of clients. Our long term, fundamental value approach utilizes our extensive research and risk management capabilities and seeks to provide superior returns for our clients. Headquartered in Pasadena, California, Western Asset’s global presence includes offices in New York, London, Tokyo, Singapore, Hong Kong, Melbourne, São Paulo and Zurich.

StartEngine is one of the leading equity crowdfunding platforms in the U.S., where everyday people can find and invest in early-growth companies and startups, as well as a variety of alternative assets and collectibles. StartEngine has helped more than 550 companies, including StartEngine’s OWN campaign, raise $650M+ from a community of over 1,000,000 prospective investors. Based in Los Angeles, the company was created in 2014 by Howard Marks, co-founder of Activision, and Ron Miller. We're hiring: https://www.startengine.com/careers Invest in startups and build your portfolio. www.startengine.com

Everest is a privately held, diversified real estate investment firm. As an entrepreneurial company, Everest specializes in the acquisition, recapitalization, and asset management of real estate, with significant experience investing in and managing REIT, TIC, LLC, and LP real estate investment entities. Everest invests its own capital alongside its institutional and individual partners, and often owns a substantial majority of the equity of projects within its portfolio. Everest’s current portfolio consists of 20 multifamily (14 conventional and 6 senior or Section 8) properties with 3,800+ apartments, 8 self-storage properties with 4,600 units, and 2 retail centers.

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Osher Van de Voorde Investment Management provides tailored investment management and unbiased financial planning services to a select clientele. Our mission is to deliver unbiased financial solutions that help clients realize their lifelong aspirations. Osher Van de Voorde Investment Management is focused on helping clients realize their life goals and a good night's sleep by achieving their long-term financial objectives. High-quality service, trusted investment advice and ongoing communication between client and the firm's principals are hallmarks that distinguish our firm. Our mission is to deliver comprehensive financial solutions that help clients realize their lifelong aspirations. Services include: Investment Management Asset Allocation Charitable Planning Trust and Estate Planning Review Education Planning Retirement Planning IRA and IRA Estate Planning Tax and Insurance Review and more ...

With a healthy balance of caring and planning, we guide our clients to achieve more in life so they can make a greater impact on their families and communities Vance Wealth, Inc. (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure. Specialties: CERTIFIED FINANCIAL PLANNER™ Certified Divorce Financial Analyst ™ https://vancewealth.com/disclosures/

Moscaret Investment Advisory is an investment management company based out of 70 S Lake Ave # 1100, Pasadena, California, United States.

Harvest Financial is an independently owned financial consulting firm whose principals have more than thirty years of combined experience providing dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs. Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service. Our broker dealer, First Allied Securities, Inc, is one of the leading full-service independent brokerage firms in the nation. With approximately 900 registered representatives, close to 300 locations and more than $20 billion in client assets, First Allied offers experienced, reputable and timely financial management with a contemporary, independent perspective. For more information, please visit www.harvestfinancial.com Peter C. Han, CWS® and Edward C. Yoon, CWS® are Registered Principals offering securities through First Allied Securities, Inc., a Registered Broker/Dealer. Member: FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc., a Registered Investment Adviser. Peter Han CA Insurance Lic#0E17420. Edward Yoon CA Insurance Lic#0B77435.

Sterling Financial Group, Inc. is a financial advisory firm in Pasadena, CA. We offer financial planning, wealth and investment management services across the nation.

Change management organization specializing in contracting, operations and logistics, integrated change management and implementation services to Ascension and non-Ascension participants. Manage all activities related to process improvement and cost savings initiatives for all supply categories for the Ministry Health Care facilities in Wisconsin and Minnesota. • Plan, organize, conduct, and follows-up on analyses, events, programs, and initiatives which lead to process improvement • Provides process improvement education and mentorship at all levels of the organization • Decreases supply expenditures through effective selection, contract optimization and product utilization • Increases physician, clinician and coworker awareness of supply costs • Focuses on opportunities to continuously improve implementation through streamlining and enhancing processes • Supervise and oversee the activities of the Critical Products Managers and Implementation Team

Rayliant* is an asset manager focused on generating alpha from investing in China and other inefficient emerging markets. We develop innovative quant strategies that bring together elements of behavioral finance, data science and local market insights. We have a total of USD 17.4 billion** across equity, fixed income and alternatives strategies. Our clientele includes institutional and high net worth investors globally. We have offices*** in Beijing, Shanghai, Hangzhou, London, Los Angeles and Taipei. Rayliant was founded in 2016 by Jason Hsu, Ph.D. He also co-founded Research Affiliates, a smart beta and asset allocation leader with USD 130 billion in assets managed using its strategies (as of March 31, 2023). He is an adjunct professor in finance at UCLA Anderson School of Management and has won numerous awards for his research. To learn more about Rayliant’s research perspectives on global markets, smart beta, asset allocation, quantitative methods, among other topics, please visit our Insights section. *Rayliant is registered with the US SEC as a Registered Investment Advisor under the name Rayliant Investment Research d/b/a Rayliant Asset Management. **As of June 30, 2023. Assets includes non-discretionary assets managed by external asset managers using our strategies and non-discretionary assets benchmarked to our indexes. ***Includes offices of Rayliant and its affiliates Important Information: https://funds.rayliant.com Social Media Disclosure: https://bit.ly/3b920lW

▪ Managed the opening of all accounts ▪ Handled all daily distributions into and out of investment accounts ▪ Responsible for all monthly, quarterly and year end financial reports ▪ Calculated quarterly management fees ▪ Involved in process of creating a Compliance Manual ▪ Reconciled monthly bank statements ▪ Liaison between client and executives