Michael Robert Finley

Alloya Solutions LLC is a registered investment advisor headquartered in Naperville, Illinois. The firm was founded in 2002 and is a wholly-owned subsidiary of Alloya Corporate Federal Credit Union. Formerly known as Balance Sheet Solutions LLC, they renamed and rebranded as Alloya Solutions LLC in 2020. Alloya Solutions provides investment and liquidity solutions specifically for credit unions.

Founded in 1931, Stone & Youngberg LLC is a broker/dealer located in San Francisco with an additional office in Chicago. The firm is a subsidiary of Stone & Youngberg Holdings LLC. Stone & Youngberg structures and distributes fixed-income securities for their clients which include financial institutions, investment managers, pension funds, insurance companies, state and local governments and hedge funds in California and throughout the US. The firm's research group supports the firm's sales, trading, and public finance efforts by tracking the firm's underwritings in the primary and secondary markets, particularly the below investment-grade issues.