John Patrick Tuohy

Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ.

Founded in 2006, SMC Fixed Income Management LLC is a registered investment advisor located in West Windsor, New Jersey. The firm is a subsidiary of Spring Mountain Capital LP. They provide investment management services to mutual funds and managed accounts for high net-worth individuals.

Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations.

16th Amendment Advisors LLC (16th Amendment) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2009 by John Lee, Richard McCarthy and Evan Lamp in 2009. 16th Amendment manages the Five Star rated Vicksburg Municipal Fund, as well as manages separate accounts for high-net-worth investors.

Sanctuary Wealth Group LLC provides financial advisory services. The company was founded by James R. Dickson and is headquartered in Indianapolis, IN.

Sanctuary Wealth Partners LLC provides financial services. The company was founded by Jim Dickson and is headquartered in Indianapolis, IN.

SWBC Life Insurance Co. (Investment Portfolio) (SWBC-IP) is the investment portfolio division of SWBC Life Insurance Co., an insurance company headquartered in San Antonio, Texas. The firm provides a wide range of insurance, mortgage, and investment services to financial institutions, individuals, and businesses. SWBC-IP manages the client’s investment portfolio.