Chris Cokinis

Voya Financial Advisors, Inc. (VFA) is a dually registered investment advisor and broker/dealer headquartered in Windsor, Connecticut. Formerly known as ING Financial Partners, Inc., the firm was founded in 1994 as Washington Square Securities, Inc. They are a subsidiary of Voya Holdings, Inc., which is owned by Voya Financial, Inc. (NYSE: VOYA). VFA provides investment advisory services to individuals (including high net-worth individuals), pension and profit-sharing plans (and plan participants), charitable organizations, corporations and other businesses.

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.

American United Life Insurance Co. engages in the provision of investment advice. The company was founded on November 24, 1933 and is headquartered in Indianapolis, IN.

The Lincoln Financial Group Foundation operates as a nonprofit organization. The private company is based in Fort Wayne, IN.

Founded in 2001, SAS Capital Management LLC is an SEC- registered investment advisor located in Dallas, Texas. The firm does business as Summit Advisor Solutions. SAS is a wholly-owned subsidiary of SAS Capital Partners LLC. They have an affiliated sister company, Argentus Advisors LLC, which is also an SEC registered investment advisor. Argentus provides investment management services to the public through registered investment adviser representatives (IARs). SCA Holdings LLC owns a majority interest in SAS Capital Partners LLC, hence a majority interest in SAS. SCA Holdings also owns Strategic Capital Alternatives LLC, an SEC registered investment advisor. SAS generally provides investment advisory services to RIA firms and individuals, including high net-worth individuals. To a lesser extent, they may provide services to pension and profit sharing plans (other than plan participants), charitable organizations, and corporations or business entities. SAS provides an advisory services platform which is utilized by RIA firms. SAS has also entered into solicitation arrangements with other RIA firms, where the RIA firm introduces prospective clients to SAS and provides for suitability analysis.