Candy Dillon

Holbrook Holdings, Inc. is an independent, SEC-registered investment adviser headquartered in Smyrna, Georgia. The firm was founded by Scott M. Carmack in 2015. Holbrook Holdings offers two different mutual funds: The Holbrook Income Fund and Holbrook Structured Income Fund.

Truist Advisory Services, Inc. (TAS), formerly known as SunTrust Advisory Services, Inc., is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm is a separate, wholly owned, non-bank indirect subsidiary of Truist Financial Corp. (NYSE: TFC). TAS provides investment advisory services to individuals, corporations and other business entities, charitable organizations and not-for-profit organizations.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

CSG Investments, Inc. provides capital solutions for various types of commercial and industrial customers. It offers debt facilities, financing secured by tangible assets and out-of-favor assets, debtor-in-possession financing, primary syndications and secondary market purchases, performing and non-performing loan pool purchases, and first-mortgage loans. The company was founded in 1988 and is headquartered in Plano, TX.

Aequitas Capital Management, Inc. (Aequitas Capital Management) is a private equity firm founded in 1993 by Robert Joseph Jesenik. The firm is headquartered in Lake Oswego, Oregon.

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.

Medley Global Advisors LLC (MGA) is an investment research firm headquartered in New York City. The firm was founded by Richard H. Medley in 1997. They are a subsidiary of Energy Aspects Ltd. in Great Britain. MGA provides macro policy research services for hedge funds, institutional investors and asset managers around the world. The firm issues reports and provides analysis on political economy in the developed world and key emerging markets. Their core strengths are global central banks, fiscal policy, politics and geopolitics.

Intellectus Partners LLC (Intellectus) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was co-founded by David La Placa and Thomas (Jay) Casey in 2015. Intellectus offers investment advisory services to high net-worth individuals, trusts, estates, charitable organizations, corporations, business entities and private funds.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base.

Leader Funds Trust is an open-end investment management company. The company is headquartered in Vancouver, WA.