Scott began his financial advisory career with Morgan Stanley and later transitioned to BNY Mellon Investment Management where he spent over ten years working with clients across various divisions. Scott worked directly with individuals, trustees, and beneficiaries in a trust services role where he helped develop and review investment policy statements, asset allocation and tax consequences of trust investments.

Ms. Burke is a Director, Capital Markets, at CenterSquare, with 18 years of experience in the financial services industry. She is responsible for investor relations and business development initiatives across the real assets platform. Prior to joining CenterSquare, Ms. Burke was a Vice President at BlackRock, where she most recently focused on real asset product strategy and investor relations. She previously held sales roles in the BlackRock US Wealth Advisory channel, and began her career with the Vanguard Group. Ms.

Phil Shankweiler is a director within the Hartford Funds advisory services group. In this role, he works with RIAs, family offices, and bank-trust groups to help them enhance their investment and client-service outcomes. Through a personalized, client–centric approach, Phil brings the value of Hartford Funds to clients with an expertise in capital markets, investment management, and the financial–planning process.

Nora serves as Managing Director of Investments at Mill Creek Capital Advisors. She has primary responsibility for evaluating fixed income and alternative credit strategies across MCCA’s investment programs. Prior to joining MCCA in 2017, Nora was Director at FS Investments, where she helped launch focused investment programs and conducted investment research. Prior to FS, Nora was a Credit Analyst at Standard & Poor’s with primary research coverage of the energy sector. She previously held various analyst positions at Bear Stearns and Goldman Sachs.

Andrew Werner is a Vice President in Client Solutions at CBRE Investment Management. Andrew joined the firm in 2012 and is responsible for institutional relationships with a focus on supporting their real estate and infrastructure investment allocation objectives.

Gregory Stumm serves as Senior Vice President, Head of Distribution at Resolute Investment Managers. He is responsible for the National Accounts and Institutional teams, and supports consultant and advisory relationships. He also is a member of the company’s Product Management team, tasked with sourcing new investment ideas for Resolute and its affiliates.

Previously, Mr. Stumm was national sales manager of Retail Sales for Resolute, managing the External Sales team across all channels.