Jon Dauphin

The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.

Starwood Capital LLC is a private investment firm that focuses on real estate, energy infrastructure, and oil & gas. The private company is based in Greenwich, CT. Trisha Annette Miller has been the CEO of the company since 2017. The firm has 16 offices in seven countries and approximately 4,000 employees. Starwood Capital has invested in various categories of real estate, opportunistically shifting asset classes, geographies, and positions in the capital stack. Currently, the company has in excess of $70 billion of assets under management. The company was founded in 1991 by Chairman and CEO Barry Sternlicht and has raised nearly $55 billion of equity capital since its inception.

Robert A. Stanger & Co., Inc. provides financial advisory services. It offers strategic planning, investment banking, financial advisory, fairness opinion, and asset & securities valuation services to partnerships, real estate investment trusts, and real estate advisory companies. The company was founded in 1978 and is headquartered in Shrewsbury, NJ.

Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL.

Part of W.P. Carey, Inc., Carey Financial LLC is a company that provides securities brokerage services. The company is based in New York, NY.

The Saguaro High School Football Foundation operates as a grant making foundation. The private company is based in Scottsdale.

Part of National Bank of Canada, TD Waterhouse Institutional Services is a Canadian company that provides custody, trading, clearing, settlement, and record keeping solutions for portfolio managers. The company is located in Canada. TD Waterhouse Institutional Services was acquired by National Bank of Canada from The Toronto-Dominion Bank on November 12, 2013 for $243.18 million.

TD Ameritrade Institutional is a division of TD Ameritrade, Inc. that provides technology and resources to help independent registered investment advisors (RIAs) simplify running their businesses and focus on serving their clients. The private company is based in Omaha. The American company supports RIAs in building businesses that positively impact their clients and communities. TD Ameritrade Institutional empowers more than 7,000 independent RIAs to transform the lives of their clients.

American Funds Multi-Sector Income Fund operates as a closed ended mutual fund investment trust. Its Investment objective is to provide a high level of current income and capital appreciation. The company was founded on December 21, 2018 and is headquartered in Irvine, CA.

American General Life Insurance Co. offers life insurance services. The company was founded in 1910 and is headquartered in Houston, TX.

Meritas Wealth Management LLC provides financial planning services with a trusted advisor. The private company is based in Larkspur, CA. The company's process includes a new client questionnaire, additional insight questionnaire, getting to know you questionnaire, and the Meritas Way sample investment policy.

Part of The Inland Group, Inc., Inland Private Capital Corp. is a company based in Oak Brook, IL.

National Association of Real Estate Investment Trusts, Inc. is an American company that provides an array of industry data prepared by NAREIT staff and other outside sources. The non-profit company is based in Washington. The company specializes in REITs, or real estate investment trusts, which are companies that own or finance income-producing real estate across a range of property sectors. Most REITs trade on major stock exchanges, and they offer a number of benefits to investors. Steven A. Wechsler has been the CEO of the company since 1997.

The Inland Group, Inc. provides real estate services. The company is headquartered in Oak Brook, IL.

Inland Real Estate Corp. is a real estate investment trust based in Oak Brook, Illinois.

Founded in 1984, Inland Securities Corp. is an SEC-registered broker dealer located in Oak Brook, Illinois. The firm is a subsidiary of Inland Real Estate Investment Corp. and their ultimate parent is Inland Group, Inc. Inland Securities Corp. provides an array of trading and execution services for their clients. They do not provide any internal research.

Part of Kite Realty Group Trust, Inland Diversified Real Estate Trust, Inc. is a company that has sponsored nine REITs since 1994 and was the first sponsor to list a non-listed REIT on the New York Stock Exchange (NYSE). The company is based in Oak Brook, IL. Inland Investments has completed six full-cycle non-listed REIT programs that have provided liquidity to stockholders. Founded in 2008, the company takes pride in its humble beginnings. Inland Diversified Real Estate Trust was acquired by Kite Realty Group Trust from Inland Group, Inc. on July 01, 2014 for $1,234.76 million.

National Multifamily Portfolio III DST engages in real estate business. The company was founded in 2017 and is headquartered in Oak Brook, IL.

Webcor Builders, Inc. provides construction services. The company offers interior, concrete constructions, seismic upgrades, and renovation services. It has office locations in San Francisco, Los Angeles, San Diego, and Northern California. Webcor Builders was founded in 1971 by Rosser B. Edwards & David R. Boyd and is headquartered in San Mateo, CA.

Colorado Multifamily Portfolio IV DST is engaged in providing real estate services. The company is headquartered in Oak Brook, IL.

National Multifamily Portfolio IV DST provides real estate management services. The company was founded in 2018 and is headquartered in Oak Brook, IL.

The Inland Real Estate Group of Cos., Inc. provides real estate services. The firm specializes in investments, asset management, acquisitions, leasing, property management, commercial lending / mortgage financing and institutional partners. The company is headquartered in Oak Brook, IN.