Matt Clyne

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Part of U.S. Capital Advisors LLC, USCA Securities LLC is a financial services boutique based in Houston, TX. USCA Securities offers securities, investment advisory, and municipal advisory services through its subsidiaries. The primary business lines of the company are wealth management and capital markets. The company has a team of wealth management advisors and advisor teams in Houston, Austin, and Dallas, and also offers institutional sales and trading, investment banking, merchant banking, public finance, and asset management services. The company was founded in 1999 by Patrick Michael Mendenhall, who has been the CEO since then.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

Outreach Strategists LLC operates as a full-service public affairs and communications firm. It specializes in public relations, business development, campaigns, marketing and development, multimedia production, non-profit management, and communications. The company was founded by Mustafa Tameez in 2002 and is headquartered in Houston, TX.

Trinity Legacy Partners LLC is a privately-owned, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Richard Rawson in 2011. They provide investment advice to individuals and trusts, estates, corporations, or charitable organizations.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).