George Vanderneth Merrill

Sophis Investments LLC is an independent, SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded by Tassos Recachinas in 2008. Sophis Investments provides discretionary and non-discretionary investment advisory services to high net-worth individuals, individuals, trusts, estates, endowments, foundations, charitable organizations, pooled investment vehicles, and corporations or other businesses.

M&R Capital Management, Inc. (M&R Capital) is an independent, SEC-registered investment advisor headquartered in Summit, New Jersey. The firm was founded by John Maloney in 1993. M&R Capital offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, and retirement plans.