Geoff Goss

First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Country Trust Bank provides trust & other financial services. It offers investment management, trust, and retirement planning services. The company is headquartered in Bloomington, IL.

Asset Allocation & Management Co. LLC (AAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1982 and is principally owned by Securian AAM Holdings LLC, ultimately owned by Minnesota Mutual Cos., Inc. AAM provides discretionary and non-discretionary investment advice to insurance companies across all business segments of the industry including Property and Casualty, Life, Health and Captive insurers.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Founded in 1999 by Nicholas Tompras, Alpine Investment Management LLC is a wealth management firm and registered investment advisor located in St. Louis, Missouri. The firm operates in 2 distinct market segments through Alpine Capital Research and Alpine Private Capital. Alpine Capital Research is a fundamental valuation-based asset manager that provides services to institutions and financial professionals. Alpine Private Capital provides investment management services to individuals and local not-for-profit organizations.

ACR Alpine Capital Research LLC (ACR) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. It was founded by Nicholas Tompras in 2017 and they are a subsidiary of ACR Alpine Capital Research LP. ACR is a fundamental valuation-based asset management firm which provides portfolio management services to intermediaries and other institutional investors. They also offer wrap fee Programs.

Banner Ridge Partners LP (Banner Ridge Partners) is a private equity firm founded in 2019 by Anthony Michael Cusano and C. J. Driessen. The firm is headquartered in New York.