Jim Grandinetti

Gurtin Fixed Income Management LLC, do-business-as Gurtin Municipal Bond Management (Gurtin), is a wealth management firm headquartered in Solana Beach, California. The firm was founded by Bill Gurtin in 2008 and they are a wholly-owned subsidiary of Pacific Investment Management Co. LLC, ultimately held by Allianz SE (ETR: ALV) in Germany. Gurtin provides asset management services on a discretionary and non-discretionary basis for individuals, high net-worth individuals, charitable organizations, investment companies, pooled investment vehicles, pensions, retirement and profit sharing plans (but not plan participants), corporations and other businesses, and insurance companies.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Hennion & Walsh, Inc. is a broker/dealer located in Parsippany, New Jersey. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Hennion & Walsh focuses on investment-quality, tax-free municipal bonds.

Osaic Wealth, Inc. is a registered broker/dealer headquartered in Jersey City, New Jersey. The firm was founded in 1988 as Royal Alliance Associates, Inc. and changed their name to Osaic Wealth, Inc. in 2023. They are a subsidiary of Osaic, Inc. Osaic Wealth provides a full array of trading and execution services for various clients.