Angie Pierce

Sit Investment Associates, Inc. (Sit Investment) is a privately-owned, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Eugene Sit in 1981. Sit Investment manages client assets on a discretionary basis for several types of clients, which includes public and private institutional investors, pension funds, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations, insurance companies, municipalities, registered investment companies, private investment companies, collective investment trusts and high-net-worth individuals.

Trust Point, Inc. is an independent, boutique trust and investment management firm headquartered in La Crosse, Wisconsin. The firm was founded in 1913 as LaCross Trust Co. and renamed Trust Point, Inc. in 2008. Trust Point provides individuals, families, businesses and other organizations with a full range of financial-related services.

Riverbridge Partners LLC (Riverbridge) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was founded by Mark Thompson in 1987. Riverbridge serves as an investment manager for institutions, investment companies, pooled investment vehicles, individuals, and advisors. The firm also provides portfolio management services under a wrap fee arrangement offered by unaffiliated broker-dealer sponsors.

Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.

Fairview Health Services provides health care services. It offers acupuncture, allergies, asthma, immunology, artery and vein care, athletic training, audiology and hearing aid services, behavioral health, the birthplace, bleeding and clotting disorders, blood and marrow transplant, breast care, cancer care, certified nurse midwives, chiropractic services, cosmetic services, critical care, dermatology, and diabetes care services. The company was founded in 1906 and is headquartered in Minneapolis, MN.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.

Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients.

Founded in 1999 by Mark Lee, Forest Hill Capital LLC is a registered investment advisor and hedge fund manager located in Little Rock, Arkansas. The firm provides investment advisory services to private investment funds formed as limited partnerships, and to qualified clients including foundations and endowments, pension funds, high net-worth individuals, corporations, charitable organizations and family offices. Forest Hill is general partner or investment manager to the following strategies: Forest Hill Select Fund LP and Forest Hill Regional Bank Strategy/ Forest Hill Strategic Value Fund LP,

Granite Equity Partners LLC (Granite Equity Partners) is a private equity firm founded in 2002 by Richard Bauerly and Patrick Edeburn. The firm is headquartered in St. Cloud, Minnesota.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland.

Office of the Comptroller of the Currency regulates and supervises all nationally chartered commercial banks in the United States. It covers bank management, bank operations, and international banking. The company is headquartered in Washington, DC.

TCF National Bank operates as a holding company. It offers equipment lease financing and computer and software leasing. The firm provides other services through its real estate, brokerage, and insurance units. The company is headquartered in Detroit, MI.

WindLogics, Inc. provides forecasting and optimization solutions for renewable energy developers and financiers. It offers extensive services to developers of new wind and solar projects, WindLogics helps utilities and power marketers operate more profitably through performance analysis, load forecasting and smart grid analytics solutions. The company was founded by Neil Lincoln in 1989 and is headquartered in St. Paul, MN.

NativeX LLC provides monetization and user acquisition solutions for mobile and web apps. For publishers and developers who want to monetize with advertising that really works, NativeX is the marketing technology platform that is reinventing in-app advertising to create more effective and engaging ad experiences that enable developers to build successful businesses around their apps. The company was founded by Robert J. Weber and Ryan J. Weber in 2000 and is headquartered in Sartell, MN.

Quality Label, Inc. provides label printing services. It offers labels, tags, and barcode products. The company was founded in 2002 and is headquartered in Elk River, MN.

World Fuel Services, Inc. engages in the distribution and sale of aviation, marine, and ground transportation fuel products. The company is headquartered in Miami, FL.

CFA Society of Minnesota operates as a non-profit organization of financial analysts, portfolio managers, and other investment professionals. It offers educational programming, career resources, membership support, networking, and leadership opportunities. The company was founded on September 8, 1952 and is headquartered in Minneapolis, MN.

Part of Allianz SE, Allianz Insurance Co. provides insurance services. The company is based in Burbank, CA.

Charlotte Economics Club operates an organization. It provides leadership in the use and understanding of economic information. The company was founded in January 1996 and is headquartered in Charlotte, NC.

Oak Grove Commercial Mortgage LLC provides commercial and real estate loan services. The firm’s products include affordable housing, seniors housing and market rate housing financing solutions. The company was founded in 2008 and is headquartered in St. Paul, MT.

Castlelake LP (Castlelake) is a private equity firm founded in 2005 by Rory Joseph O'Neill and Evan Andrew Carruthers. The firm is headquartered in Minneapolis, Minnesota.

Jeffrey Slocum & Associates, Inc. operates as a investment research and advisory firm. It focuses on global fixed income, global equities, alternative investments, and direct hedge fund strategies. The firm offers strategic integration of investments with an institution’s overall mission, objectives, and operations, investment policy development, asset allocation modeling, incorporating liabilities, spending, and liquidity considerations, risk budgeting, liability driven investment, investment manager selection, performance measurement and attribution analysis, investment policy compliance monitoring, transition management, fee negotiations and benchmarking, other service provider searches, education of clients staffs, committees, and other constituencies. The company was founded by Jeffrey Charles Slocum in 1986 and is headquartered in Minneapolis, MN.

Dominium Group, Inc. develops and manages senior apartments and town home communities.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

GREAT NORTH CAPITAL MANAGEMENT LP (Great North Ventures) is a venture capital firm founded in 2017 by Ryan J Weber, Robert J Weber and James DonFrancesco. The firm is headquartered in Maple Grove, Minnesota.

U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors.

Crown Wealth Group LLC (Crown Wealth) is an independent registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by Nicholas “Nick” Kolbenschlag in 2018. Crown Wealth offers discretionary and non- discretionary ongoing portfolio management services to ultra-wealthy individuals, families and businesses.

Spectrum Aeromed, Inc. designs and manufactures air medical and air ambulance equipment. It offers EMS equipment, such as stretcher kits, defibrillators, and infusion pumps. The firm also designs air ambulance medical interiors for hospital programs, military branches, multi-mission charters and for private operators. The company was founded in 1991 and is headquartered in Fargo, ND.

FactoryFix, Inc. owns and operates a platform that connects manufacturers to qualified experts. The firm provides labor resources for same-day service projects, part-time skilled workers, contract and temporary resources, and factory automation and engineering projects. The company was founded by O'Rahilly Patrick Jr. is headquartered in Chicago, IL.

Part of FB Topco, Inc. /PA/, EmpowerU, Inc. is a leading provider of evidence-based programs that support students facing non-academic barriers to success. The company, based in Excelsior, MN, equips educators with tools and strategies to deliver targeted interventions and empower students to overcome challenges and achieve their full potential. EmpowerU's highly personalized resilience and mental health programs help young people replace anxiety and depression with resilience and confidence. The program utilizes interactive lessons and personalized coaching, combining technology with brain research to support student growth. EmpowerU specializes in personalized, data-driven social-emotional learning solutions that equip students to be resilient, self-directed learners and reach their goals. The company was founded in 2015 by Katie Dorn and Abby Master, with Katie Dorn serving as the CEO since 2015. EmpowerU was acquired by FB Topco, Inc. /PA/ on September 13, 2023.

Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC.

Gradient Investments LLC (GI) is an independent, privately-owned, fee-based, SEC registered investment advisor headquartered in Arden Hills, Minnesota. The firm was founded by Charles E. Lucius in 2006. GI provides professional money management services to individuals, employer-sponsored pension plans, foundations, endowments and corporations primarily through exchange-traded funds (ETFs) and individual equities within separately managed accounts.