Graham Allen

Founded in 1984, Bradford & Marzec LLC is a registered investment advisor located in Los Angeles, California. In 2016, Tortoise Credit Strategies, LLC, part of the Tortoise Investments family, acquired Bradford & Marzec LLC, along with key Bradford & Marzec employees through a Tortoise-supported management buy-out.

Tortoise Credit Strategies LLC is an investment advisor headquartered in Leawood, Kansas. It was founded by Bradley Beman and H. Kevin Birzer in 2015. The firm is wholly-owned by Tortoise Borrower LLC, ultimately held by Tortoise Investments LLC. Tortoise Credit Strategies provides investment advice to individuals, high net-worth individuals, pension and profit-sharing plans, Taft-Hartley and other ERISA plans, state or municipal government entities, financial intermediaries, insurance companies, charitable organizations, foundations, endowments, other investment advisers, pooled investment vehicles, trust programs, registered mutual funds, corporations, and other businesses and entities.

Heron Financial Group LLC, dba Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by David Edwards in 2007, and is the successor business to Heron Capital Management, Inc., founded in 1996. In 2023, they were acquired by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers personalized confidential financial planning, estate planning, and investment management to individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.