Tony Tanner

Aquila Investment Management LLC (Aquila) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded by Lacy Herrmann in 1984 and is a wholly-owned subsidiary of Aquila Management Corp. Aquila serves as the investment advisor to the Aquila Group of Funds, a specialized group of open-end mutual funds that focus on fixed-income investments.

Ironwood Investment Counsel LLC (IIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul W. Alston and Jeffrey E. Shiffra in 2001. IIC provides investment advisory services to individuals, families, foundations, trusts and retirement plans.

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.