Gary Lee Lucy

Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles.

LM Capital Group LLC (LM Capital) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 1989 by John Chalker and Luis Maizel. They are a subsidiary of LM Capital Management, Inc. LM Capital provides fixed income investment management services to institutional investors.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Vector Capital Management LP (Vector Capital Management) is an Independent Private Equity firm founded in 1997 by Alexander R. Slusky. The firm is headquartered in San Francisco.

Monroe Capital LLC (Monroe Capital) is a private equity firm founded in 2004 by Theodore Koenig. The firm is headquartered in Chicago, Illinois.

Ares Management LLC is a SEC-registered investment advisor and global alternative investment manager headquartered in Los Angeles, California. The firm was founded in 1997 by Merritt Hooper, John Kissick and Antony Ressler. They are a subsidiary of Ares Management Holdings LP and their ultimate parent is Ares Management Corp. (NYSE: ARES). Ares Management provides investment advice to various pooled investment vehicles, other separately managed accounts and other institutional clients.

Derrick Equipment Co. manufactures and markets solids control equipment for the oil and gas industry. The private company is based in Houston, TX.

The Washington Society of Certified Public Accountants offers various benefits to advance the careers of CPAs, including continuing professional education and networking opportunities. The non-profit company is based in Bellevue, WA. Additionally, the WSCPA has compiled mental health resources for employees and managers to help them adjust their business operations and serve clients during the Coronavirus pandemic.

The Miami County Bankers Association is a business association.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts.

Block & Co., Inc. provides real estate brokerage services. Its services include sales and leasing brokerage, tenant and buyer representation, property and asset management, property development, construction management services, and investment and equity funding. The company was founded by Allen J. Block and James H. Block in 1946 and is headquartered in Kansas City, MO.

East Tennessee Realtors is a member of the National Association of Realtors (NAR), which is the largest trade association in America representing over 1.5 million members involved in all aspects of the residential and commercial real estate industries. The non-profit company is based in Chicago, IL and has subsidiaries in the United States. The NAR is composed of residential and commercial realtors, who are brokers, salespeople, property managers, appraisers, counselors, and others engaged in all aspects of the real estate industry. Bob Goldberg has been the CEO of the company since 2017.

International Council of Shopping Centers, Inc. serves the global retail real estate industry. Its programs include webinars, global awards program, exhibit, sponsorship and advertising, opportunities. The company was founded in 1957 and is headquartered in New York, NY.