Patrick John Danehy

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Sowell Financial Services LLC (do-business-as Sowell Management) is an independent, SEC-registered investment advisor and wealth management firm headquartered in North Little Rock, Arkansas. The firm was founded by Bill Sowell in 2001. Sowell Management provides investment portfolios for individuals, retirement plans, corporations, registered investment advisers and institutions.

UMB Bank, NA engages in provision of banking and financial services. It offers private wealth management, commercial, personal and business banking services. Its services include credit cards, overdraft enrollment, mortgages, loan calculator, investment tools, podcasts, and health savings accounts. The company was founded on August 28, 1902 and is headquartered in Kansas City, MO.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Sales Performance International LLC engages in the provision of sales management consulting services. It offers sales training, sales enablement technology, and sales consulting. The company was founded by Keith M. Eades in 1988 and is headquartered in Charlotte, NC.

Novare Capital Management LLC (NCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1999 by William (Bill) G. Baynard, Jr. and Don E. Olmstead. NCM provides customized investment management and wealth management for individuals, foundations, trusts and corporations.

Kerns Trucking, Inc. provides transportation services. Its products include gravels, decorative stones and sands. The firm offers local and over the road services, including dump trucks and national and international transportation. It also provides professional services for hazardous material, scrap, rubber recyclables, dry bulk products, and other dump trailer commodities. The company was founded in 1933 and is headquartered in Kings Mountain, NC.

Redwood Real Estate Income Fund operates as an interval fund. It's investment objective is to provide current income and preserve shareholders’ capital. The company was founded on December 19, 2022 and is headquartered in Milwaukee, WI.

Institute of Management Accountants, Inc. provides accountants and financial services. The company was founded in 1919 and is headquartered in Montvale, NJ.

Steven D. Bell & Co. provides commercial property brokerage and management services. It offers sales and finance services including transaction structuring and development. The company focuses on the acquisition, financing, ownership, management and disposition of quality apartment communities, shopping centers and senior housing properties in the Southeastern United States. The company was founded in 1976 by Steven D. Bell and is headquartered in Greensboro, NC.

Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives.