Trey Wilkinson

Garcia Hamilton & Associates LP (GH&A) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded as Davis Hamilton Jackson & Associates LP in 1988 by Robert Davis, Jack Hamilton and Alfred Jackson. They offer high-quality fixed income strategies for institutional investors. GH&A became a Principles for Responsible Investment (PRI) signatory in 2019.

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.

The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.

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.

Forbes Energy Services LLC provides supporting services for oil and natural gas exploration. It serves the oil and natural gas and oilfield services companies. The company was founded by Janet L. Forbes in September, 2003 and is headquartered in Alice, TX

Part of Shell Plc, Shell Pensions Trust Ltd. is a British company that administers the pension fund on behalf of employees of Shell. The company is based in London, UK. Shell Pensions Trust was acquired by Benchmark Group Plc on September 01, 1999 for $61.34 million.

Part of Morgan Stanley, American Capital Management & Research, Inc. is a security and commodity exchanges company. The company is based in TX. American Capital Management & Research was acquired by Van Kampen Merritt Cos., Inc. (New York) from Travelers Group, Inc. on December 21, 1994 for $430 million.

Dasa Corp. manufactures telephone apparatus. The company is headquartered in Andover, MA.

University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX.

Federal Deposit Insurance Corp. operates as an independent insurance agency. It offers insuring deposits, examining and supervising financial institutions for safety and soundness and consumer protection, making large and complex financial institutions resolvable, and managing receiverships. The company was founded in 1933 and is headquartered in Washington, DC.

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.

United Nations Educational, Scientific & Cultural Organisation operates as an agency specializing in educational, scientific, and cultural reforms. The company was founded on 16 November 1945 and is headquartered in Paris, France.

Federal Credit Union is a financial institution that is federally chartered. The CEO of the American company is Gaye DeCesare.

flexPATH Strategies LLC (flexPATH) is a registered independent investment adviser headquartered in Aliso Viejo, California. The firm was founded in 2015 and do-business-as fiduciaryPATH Advisors. flexPATH creates and manages customized investment solutions for retirement plan fiduciaries and their employees.

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).

Energy Transition Ventures LLC (Energy Transition Ventures) is a Venture Capital firm founded in 2020 by Craig Lawrence. The firm is headquartered in Houston, Texas.

Invesco Dynamic Credit Opportunity Fund is a closed-end fund, which seeks to gain a high level of current income, with the secondary objective of capital appreciation. The company was founded on November 1, 2021 and is headquartered in Houston, TX.