Janney Montgomery Scott LLC is a leading financial services firm dedicated to putting client needs first. We are committed to providing individuals, families, businesses, and institutions with tailored financial advice to help reach their personal or business goals. We focus on building strong relationships supported by a foundation of trust and performance. With a history of strength and stability, an ability to execute, and a culture of service and collaboration, we continue to deliver on our mission of offering the highest standard of success in financial relationships. Janney is a wholly-owned, independently operated subsidiary of The Penn Mutual Life Insurance Company, a Fortune 1000 company. Janney is a member of the New York Stock Exchange, Financial Industry Regulatory Authority, and the Securities Investor Protection Corporation.

We believe every client is a universe of one. Our commitment to clients is guided by our values and driven by the pursuit of excellence. Privately owned and independent, our innovation and unparalleled commitment to our clients have made us a trusted partner for more than 65 years. To read our social media terms of use, visit: https://bit.ly/3PXx7ok

At PFM, we believe that, in a changing world, doing meaningful work is more important than ever. Our financial advisors and consultants partner with clients large and small to transform their world. Beyond superior financial advice, we offer tailored creative consultation that empowers, mobilizes and educates—which, in turn, ensures sustainable outcomes. Simply put, we provide visionaries the lens to a brighter future. *Disclosures* PFM is the marketing name for a group of affiliated companies providing a range of services. All services are provided through separate agreements with each company. This material is for general information purposes only and is not intended to provide specific advice or a specific recommendation. Financial advisory services are provided by PFM Financial Advisors LLC, registered municipal advisors with the Securities and Exchange Commission (SEC) and the Municipal Securities Rulemaking Board (MSRB) under the Dodd-Frank Act of 2010. Swap advisory services are provided by PFM Swap Advisors LLC which is registered as a municipal advisor with both the MSRB and SEC under the Dodd-Frank Act of 2010, and as a commodity trading advisor with the Commodity Futures Trading Commission. Additional applicable regulatory information is available upon request. Consulting services are provided through PFM Group Consulting LLC. PFM’s financial modeling platform for strategic forecasting is provided through PFM Solutions LLC. A web-based platform for municipal bond information is provided through Munite LLC. For more information regarding PFM’s services or entities, please visit www.pfm.com.

Founded in 1949 and located in Philadelphia, Cooke & Bieler, L.P. is an independent investment management firm dedicated to providing exceptional service for a broad base of institutional clients, both domestic and international. With a focus on fundamental research and a long-term investment horizon, the firm seeks to identify high quality, low risk investment opportunities in the value equity universe. As of March 31, 2023, the firm had $10.7 billion in assets under management across six value strategies. This information should not be construed as presenting investment advice and, furthermore, Cooke & Bieler, L.P. may not be registered or qualified to give investment advice in all jurisdictions in the U.S. Any opinions expressed by LinkedIn users, either on this page or elsewhere, are those of the persons submitting the comments or posts and do not represent the views of Cooke & Bieler, L.P. or its management.

Clark Capital Management Group is a family and employee owned independent asset management firm providing institutional-quality investment solutions to individual investors, corporations, foundations, and retirement plans. Clark Capital Management Group strives to deliver premium investment solutions, innovative strategies and techniques and superior service to successful financial advisors and their clients. We believe this allows advisors to focus on their most valuable role: understanding their clients’ needs and helping them achieve financial security. We seek to partner with only the most experienced and knowledgeable financial advisors. Our Navigator Investment Solutions are tailored to the unique requirements of high net worth individuals, corporations, foundations, and retirement plans.

Independence Realty Trust ("IRT"​) (NYSE MKT: IRT) is a publicly traded real estate investment trust (REIT) which owns and manages communities containing more than 38,000 apartment homes in the Southeast and Midwest regions of the United States. It is headquartered in Philadelphia, PA, Chicago, IL, and Irvine CA, with over 900 employees nationally. We strive to provide our residents with the best place to live and our employees the best place to work, which is inherent in our company’s beliefs.

LLR Partners is a lower middle market private equity firm investing in technology and healthcare businesses. We collaborate with our portfolio companies to define high-impact growth initiatives, turn them into action and create long-term value. Founded in 1999 and with more than $5 billion raised across six funds, LLR is a flexible provider of equity capital for growth, recapitalization and buyouts. LLR's dedicated investment teams focus on the Education, FinTech, Healthcare, Industrial Tech, Security and Software industries. Our Value Creation Team partners with portfolio company management teams to deliver integrated resources and guidance to help them achieve their growth objectives. Inspired by our commitment to creating value, LLR harnesses expertise from our teams and network to codify why growth happens through GrowthBits content and our Collaborate series of events. Meet the LLR team, get to know our companies and learn invaluable growth insights at www.llrpartners.com.

Through its Asset Management business, Cohen & Company currently has approximately $2.2 billion in assets under management. We manage investment products, including funds, managed accounts, Special Purpose Acquisition Companies (SPAC) equity, and collateralized debt obligations. Our portfolio management teams specialize in a variety of innovative investment vehicles organized along asset classes, with an additional focus on debt issued by European, U.S. and Bermudian insurance companies.

Lubert Adler, headquartered in Philadelphia, Pennsylvania, is an institutional real estate investment manager primarily focused on creating a portfolio of cash flowing rental assets, diversified across asset types and markets within the United States. With over 25 years of investment and acquisition experience – totaling over $9B of equity invested in over $25B of real estate assets – Lubert Adler has cultivated an extensive network of strategic operating partners across the country, leveraging their local market knowledge, together with Lubert Adler’s underwriting expertise to help maximize value. Lubert Adler combines long-term market knowledge and a fiduciary mindset, with a culture of partnership and transparency. Our team works in close cooperation with a carefully cultivated nationwide network of operating partners to focus on attractive risk-adjusted returns to our investment partners while safeguarding their capital.

myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $12 billion dollar of investment assets of Individuals, Families, Endowments, Defined Contribution and Defined Benefit Plans and Trusts. myCIO was formerly Ernst & Young’s Philadelphia Investment Advisory Practice. myCIO Wealth Partners was formed as the result of Ernst & Young’s decision to exit the Investment Advisory and Wealth Advisory services as of July 1, 2005 as the result of Sarbanes-Oxley. myCIO is one of the largest completely Independent Wealth Management firms in the country and is a leader in Independent Objective advice. In 2007, former PricewaterhouseCoopers personnel joined myCIO when their former firm also decided to exit the investment advisory business.

Since 1983, RTD Financial has served as a trusted advisor for individuals, business owners, and organizations. Our firm offers Personal Wealth Management, Employer Retirement Plan Solutions, Trust Investment Management, and Nonprofit Investment Management. Our philosophy is based on the following core principles: 1) As fiduciaries, we’re always acting in your best interest; our advice is objective, and our fees are clear and transparent. 2) In order to effectively manage your finances we need to get to know you: your goals, aspirations, and challenges. Personal attention is our trademark. Our service, expertise, and advice enable you to focus on what matters most to you. Contact us today to begin a conversation. RTD Financial has offices in Philadelphia, South Jersey, the Main Line and Chester County, in addition to an office in Atlanta. Please note that when sharing third party article the information contained has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed.

At Penn Capital, we believe that understanding a company’s entire capital structure is the best way to identify investment opportunities with the most value. In fact, we’ve found that managing bond portfolios makes us better equity managers; and vice versa. We select stocks or high yield debt securities with the greatest potential to provide the risk-adjusted returns our clients expect. Our fully integrated credit and equity research process focuses on non-investment grade companies in the micro- to mid-capitalization range, where we can take advantage of inefficient security pricing. We serve institutional and individual investors with strategies that reflect institutional-quality rigor and insight and stay true to our philosophy. We are an independent, employee-owned boutique investment management firm based in Philadelphia. We forge our own ideas, we respect hard work, and we are committed to our clients, our staff and our community.