Susan K. Arnold

Part of Meiji Yasuda Life Insurance Co., Crown Point Trust Co. is a company that serves as a trustee for retirement plan clients. The company is based in Portland, OR. Crown Point Trust was acquired by Dougherty Petroff Associates, Inc. from Bank of America Corp. on September 30, 2005.

Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services.

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.

John Hancock Investment Management LLC (JHIM) is a fund-of-funds manager headquartered in Boston, Massachusetts. The firm was founded in 2002 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately owned by Manulife Financial Corp. (TSX; NYSE: MFC) in Canada. JHIM provides discretionary investment advisory services as a “manager of managers” to certain open-end and closed-end registered investment companies, such as exchange-traded funds, in the John Hancock family of funds, that are offered to retail investors and, in the case of certain funds, are included as investments in model portfolios created by JHIM or one of its affiliates.

Benjamin F. Edwards & Co., Inc. (BFE) is a SEC-registered investment advisor and broker/dealer headquartered in St. Louis, Missouri. The firm was founded in 2008 by Benjamin Edwards IV and Cynthia Böhme. They are a wholly-owned subsidiary of Benjamin Edwards, Inc. BFE provides advice to a wide variety of clients. Their services are provided through various wrap fee programs.

Greenwich Investment Management, Inc. (GIM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Norwalk, Connecticut. Founded in 1999, GIM provides tax-exempt bond strategy along with dividend-focused stock portfolio management to a sophisticated clientele — one that includes high-net-worth individuals and their families, financial executives, corporate directors, entrepreneurs and charitable institutions.

Part of MetLife, Inc., New England Financial is a financial advisory and investment management company. New England Financial is based in Boston, MA. The company's team of advisors offers customized investment strategies to individuals and institutions. The company provides investment management services and develop flexible financial plans tailored to their clients' specific goals and interests.

National Association of Real Estate Investment Trusts, Inc. is an American company that provides an array of industry data prepared by NAREIT staff and other outside sources. The non-profit company is based in Washington. The company specializes in REITs, or real estate investment trusts, which are companies that own or finance income-producing real estate across a range of property sectors. Most REITs trade on major stock exchanges, and they offer a number of benefits to investors. Steven A. Wechsler has been the CEO of the company since 1997.

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.

The Institute for Advanced Study is a renowned center for theoretical research and intellectual inquiry located in Princeton, NJ. The institute engages with the greater Princeton community through public lectures, concerts, and events, and extends its influence beyond academia through innovative programs designed to inspire and educate. The institute is dedicated to independent study across the sciences and humanities, with a community of scholars that includes over eight thousand members who have influenced entire fields of study. The school of natural sciences includes nine permanent faculty and approximately fifty postdoctoral researchers working on frontier topics in various fields. The school of social science takes a multidisciplinary and international perspective on social research. The school of historical studies supports all learning for which historical methods are appropriate.

Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients.

The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.

Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance.

Federated Hermes C.W. Henderson (CW Henderson) is a wealth management firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by Craig Henderson in 1990 and formerly known as C.W. Henderson & Associates, Inc. They were acquired in 2022 by Federated Hermes, Inc. (NYSE: FHI). Their name was changed to Federated Hermes CW Henderson and became a division of Federated Investment Counseling. CW Henderson specializes in active management of municipal bond portfolios and provides income that is exempt from federal taxation. Most of their clients include high-net worth individuals, family offices and corporations.