Jerome John Murphy

Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS.

New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, owned by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to third-party institutional clients, affiliated insurance companies, investment companies, other pooled investment vehicles, individuals and wrap fee programs sponsored by unaffiliated entities.

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.

Part of Realty Income Corp., Cole Capital Corp. provides broker dealer services. The company is based in Phoenix, AZ. William Craig Miller has been the CEO of the company since 2015.

Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans.

Founded in 1984, Inland Securities Corp. is an SEC-registered broker dealer located in Oak Brook, Illinois. The firm is a subsidiary of Inland Real Estate Investment Corp. and their ultimate parent is Inland Group, Inc. Inland Securities Corp. provides an array of trading and execution services for their clients. They do not provide any internal research.

Linscomb Wealth, Inc. (LW) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Dan Linscomb and George Williams in 1971. The firm was known as Linscomb & Williams, Inc. prior to January 2024. They operate as a wholly owned subsidiary of Cadence Bank (NYSE: CADE). LW offers fee-only investment management and wealth planning services to individual and institutional clients.

American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO.

CIM Income NAV, Inc. engages in acquiring and operating diversified portfolio of necessity retail, office and industrial properties that are leased to creditworthy tenants under long-term net leases. The company was founded on July 27, 2010 and is headquartered in Phoenix, AZ.

Cole Office & Industrial REIT (CCIT II), Inc. operates as a real estate investment trust. It intends to invest primarily in single-tenant, income-producing, necessity office and industrial properties that are leased to tenants under long-term leases. The company was founded in 2013 and is headquartered in Phoenix, AZ.

Cole Credit Property Trust V, Inc. operates as a development stage company. The firm invests in income-producing necessity retail properties that are single-tenant and multi-tenant, and other income-producing properties, such as offices and industrial properties. It also acquires and operates core commercial real estate investments. The company was founded on December 12, 2012 and is headquartered in Phoenix, AZ.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

Herr Capital Management LLC (HCM) is an independent asset management firm headquartered in Oak Lawn, Illinois. The firm was founded by Terry Herr in 2000. HCM offers a full range of financial services to high-net worth individuals, families, and businesses.

Part of The PNC Financial Services Group, Inc., Stavis, Margolis Advisory Services, Inc. is a company that provides investment services. The company is based in Houston, TX. Stavis, Margolis Advisory Services was acquired by Compass Bancshares, Inc. (Alabama) on January 11, 2005.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Annex Advisory Services LLC, do-business-as Annex Wealth Management (Annex), is an independent, SEC-registered investment advisor headquartered in Elm Grove, Wisconsin. The firm was founded by David "Dave" Spano in 2003. Annex offers a wide range of advisory services to individual investors, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities.

Deloitte Tax LLP provides tax services. The firm offers corporate, management, and individual advisory. The company is headquartered in New York, NY.

The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ.

Part of Realty Income Corp., Cole Capital Partners LLC is a Real Estate Investment Trust/REIT. The company is based in Phoenix, AZ. Marc Thomas Nemer has been the CEO of the company since 2007.

Part of Realty Income Corp., Cole REIT Advisors LLC is a Real Estate Investment Trust/REIT. The company is based in Phoenix, AZ. The CEO of the company is Glenn J. Rufrano.

Star City Sealants, Inc. provides special contracting services. The company was founded in 1997 and is headquartered in El Paso, TX.

Part of Realty Income Corp., Cole Corporate Income Advisors LLC provides investment advisory services. The company is based in Phoenix, AZ. The CEO of the company is Glenn J. Rufrano.

Part of Realty Income Corp., Cole REIT Advisors III LLC is a Real Estate Investment Trust/REIT. The company is based in Phoenix, AZ. The CEO of the company is Glenn J. Rufrano.

Premier Financial Group, Inc. is a private company based in Eureka, CA. The company is committed to building lasting relationships with its clients and providing them with a long-term focus on financial services.

PNC Managed Account Solutions, Inc. (PNC MAS) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1996 and formerly known as BBVA Wealth Solutions, Inc. They are a wholly owned subsidiary of BBVA USA, which is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC MAS provides investment advisory services for institutional and certain individual clients for taxable and tax exempt accounts and provides fee-based financial planning and advisory services to high net-worth clients comprised primarily of business owners, corporate executives and professionals.

Part of Realty Income Corp., Cole Reit Advisors IV LLC is a Real Estate Investment Trust/REIT. The company is based in Phoenix, AZ. Marc Thomas Nemer has been the CEO of the company since 2010.

Part of Realty Income Corp., Cole Corporate Income Advisors II LLC provides investment advisory services. The company is based in Phoenix, AZ.

Part of Realty Income Corp., Cole REIT Advisors V LLC is a Real Estate Investment Trust/REIT.