Paul Woldar

John Hancock Life Insurance Co. (USA) provides investment advice. The firm offers insurance and investment products and services to retail and institutional customers. It is the investment advisor responsible for management of the insurance company and other institutional portfolios. The company is headquartered in Boston, MA.

Thomas H. Lee Partners LP (Thomas H Lee Partners) is a private equity subsidiary of Thomas H. Lee Advisors LLC founded in 1974. The firm is headquartered in Boston, Massachusetts.

North American Funds LLC specializes in acquiring, or making substantial equity investments in, small businesses with significant growth potential. The private company is based in Chicago, IL and has subsidiaries in United States.

GE Financial Assurance Holdings, Inc. used to provide administrative, customer assistance and other services. The company was a provider of array of life, pension, annuity and mutual fund products as well as more immediate financial instruments such as auto insurance and supplemental health coverage. The company was headquartered in Richmond, VA.

John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA.

Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market.

The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

National Financial Services LLC provides brokerage solutions. The firm engages in brokerage, clearance, custody and financing activities. Its customers include institutional and individual investors, other brokers, and dealers and domestic corporations. The company is headquartered in Boston, MA.

Part of FMR LLC, Fidelity Distributors Corp. is a company that helps oversee employees' investment and trading activities with over 17 years of experience as a designated broker. The company is based in Boston, MA. The company believes in sustainable investing that integrates environmental, social, and governance factors into investment research and decision making.

A subsidiary of Mesirow Financial Holdings, Inc., Mesirow Financial, Inc. is a broker/dealer headquartered in Chicago with an additional office in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Mesirow was founded in 1937 by Norman Mesirow.

Chapdelaine & Co, also known as “Chappy,” is a municipal bond broker's broker, and member of SIPC. Chapdelaine & Co. has more than forty five years of experience in the municipal bond market. Their firm provides dealer to dealer service and sales over the entire spectrum of the municipal market. Their brokers are registered with the FINRA and have account responsibilities arranged according to regions of the country or by maturity. The Chapdelaine & Co. trading room organization provides the synergy required, achieving a level of professional service and market execution unparalleled in the municipal market place today. The Chapdelaine home page provides a unique opportunity to client's firm by affording client accesses to current market offerings, bids, and bid wanteds and continually reflects reported changes. Their site features are user friendly and provide customer with quick access to information enabling customer to fill specific inquires for their firm and their firm's customers in the most timely and efficient manner. Each customer serviced by Chapdelaine & Co must be licensed and registered with the Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), or the Municipal Securities Rulemaking Board (MSRB). Each customer of Chapdelaine and Co. is required to meet SEC net capital requirements and provide Chapdelaine & Co. with a copy of their most recent FOCUS 1 report demonstrating compliance with net capital requirements. In addition each customer will provide Chapdelaine & Co. with their clearance information, current clearing account numbers, and appropriate points of contact (POCs) for back office issues. Upon receipt of the above required information Chapdelaine & Co. will provide the same to the customer and will assign a broker as customer's point of contact (POC), enabling customer to execute trades with their brokers. The Chapdelaine & Co. trading room is organized to provide the best coverage throughout the yield curve. To accomplish this their trading activity is organized as follows: First, a Short Desk, specializing in securities maturing within the first seven years of the yield curve. Secondly, they have their National Desk that concentrates on securities maturing within 8yrs to 17yrs from issuance. Thirdly, their Dollar Bond Desk has responsibility to trade securities maturing within 18yrs and 40 years from issuance. Additional organizational features at Chapdelaine & Co. include their regional trading desks, which have primary responsibility to cover the dealers and dealer banks in the Southeast, California, Southwest, Ohio, Chicago and Midwest states. Lastly, their New York trading desk along with their Taxable and Zero coupon trading desks complete their organization matrix which has a proven history of producing optimum results in all aspects of customer service.

FHN Financial Securities Corp. is a FINRA-registered broker/dealer headquartered in Memphis, Tennessee. They are the brokerage arm of First Tennessee Bank, ultimately owned by First Horizon National Corp. (NYSE: FHN). Formerly known as FTN Financial Securities Corp., the firm was founded in 1998 and offers fixed income sales and trading services to individual and institutional clients.

TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.

Vining Sparks IBG LLC is a registered broker/dealer headquartered in Memphis, Tennessee. The firm was founded in 1981 and is a subsidiary of Vining-Sparks Securities, Inc., which is owned by Stifel Financial Corp. (NYSE: SF). Vining Sparks IBG executes fixed income securities transactions for a variety of institutional investors.

Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs.

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.

Part of Manulife Financial Corp., Manufacturers Life Insurance Co. (USA) is a Canadian company that provides life insurance coverage. The company is based in Toronto, Canada.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

StoneX Financial, Inc. (SFI) is a registered broker-dealer firm headquartered in Winter Park, Florida. The firm was founded in 1998 and formerly known as INTL FCStone Securities, Inc. and as INTL FCStone Financial, Inc. They are a subsidiary of StoneX Group, Inc. (NASDAQ: SNEX). SFI provides institutional clients with a complete suite of equity trading services to help them find liquidity with best execution and end-to-end clearing. The firm specializes in delivering speed, accuracy and execution quality to their customers in illiquid and complex markets.

Dykema Gossett PLLC provides legal services. The company serves corporations, middle-market and emerging companies. Its client base includes individuals, publicly held corporations, privately held companies, limited and general partnerships, associations, hospitals and managed care networks, banks and financial institutions and retailers. The company was founded in 1926 and is headquartered in Detroit, MI.

The Institute of Contemporary Art (ICA) is an organization dedicated to promoting experimentation in contemporary art, advancing new scholarship, and fostering the exchange of art and ideas. The non-profit company is based in Miami, FL. Through exhibitions, programs, and its collection, ICA provides an international platform for the work of local, emerging, and under-recognized artists, and advances the public appreciation and understanding of innovative art. ICA was launched in 2014 and opened its new permanent home in Miami's Design District on December 1, 2017.

John Hancock Life Insurance Co. (USA) (Investment Portfolio) is the investment portfolio division of John Hancock Life Insurance Co. (USA), an insurance company headquartered in Boston, Massachusetts. The firm is a subsidiary of The Manufacturers Investment Corp., ultimately held by Manulife Financial Corp. (TSX, NYSE: MFC) in Canada.

InspereX Technologies LLC is a leading securities underwriter and distributor that provides a diverse network of financial professionals access to a wide range of investment opportunities. The American company's cloud software is changing how fixed income markets and market-linked products are viewed, evaluated, perceived, and traded. The private company offers online investor education for InterNotes® Resources, Sovereigns, Supranationals and Agencies (SSA) Resources, & Brokered Certificates of Deposit Resources. The company's mission is to use innovation to put clients first, inspire trust, improve liquidity, and deliver best execution. InspereX's vision is to give participants better control over executing their strategies and achieving their goals. John D. DesPrez has been the CEO of the company since 2021.

AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers.