Matthew Simpson

BNY Mellon Investment Servicing (US) Inc. provides processing, technology & business intelligence services to the asset managers, broker/dealers, and financial advisors. It offers fund accounting & administration, wealth management reporting, sub accounting, transfer agency & shareholder, marketing & distribution, managed account, integrated banking transaction, accounting & administration, custody & securities lending, alternative investment, and international fund services. The company also provides call center, broker/dealer & financial planner support, health savings account, and bill payment & presentment services. BNY Mellon Investment Servicing (US) Inc. was founded in 1973 and is headquartered in Jersey City, New Jersey.

Affinity Wealth Management, Inc. (Affinity) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wilmington, Delaware. The firm was founded by James Kalil in 1974. Affinity provides investment advisory and related services for successful individuals, families, and small businesses.