Nikki Hamblin

Part of HUB International Ltd., Grp Financial California LLC is a retirement plan consulting and education company. Based in San Clemente, CA, the company partners with a wide array of organizations, including for-profit, not-for-profit, and publicly traded companies, to provide specialized resources for all retirement plan needs. The company offers services for various types of plans, such as 401 (k), 403 (b), defined benefit, 401 (a), 457 (b), and non-qualified plans. Grp Financial California has relationships with all record keepers and mutual fund companies, and their team of specialists assesses current retirement plans and creates solutions to help secure employees' financial futures. On December 14, 2021, Grp Financial California was acquired by HUB International Ltd.

Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.