Thomas A. Nally

UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT.

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

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.

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.

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.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Excite at Home Corp. provides voice, data, and video telecommunication services. The company provides Internet access over cable lines. It is headquartered in Redwood City, CA

Cboe Exchange, Inc. provides options exchange services. It trades equity options, security index options, options on exchange traded notes and products, binary options, one-week and quarterly options, long-term equity anticipation securities options, and flexible exchange options. The firm also provides information on various stock and options trading strategies, options trading tools, stock and option quotes and data; and options information and education. Additionally, they offer access to product information, conference notices, portfolio management tools, and educational materials for institutional investors and products and strategies for advisors to protect client’s portfolios. The company was founded in 1973 and is headquartered in Chicago, 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.

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.

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 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.

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

Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases.

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.

Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, which is owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant provides comprehensive financial advice and services to individuals, families, and businesses across the nation.

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

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

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.

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

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

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.