Johan R. Segerdahl

Fiduciary Management, Inc. (FMI) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Founded in 1980, FMI manages assets for domestic and international institutions, individual investors, Registered Investment Advisers through separately managed accounts and the FMI Family of Funds.

Check Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Costa Mesa, California. The firm was founded by Steven G. Check in 1987 as Check & Associates Capital Management. CCM manages accounts for individuals, high-net-worth clients, retirement plans and corporate clients, among others. In addition, the firm serves as an investment manager to the Blue Chip Investor Fund.

Northwestern Mutual Investment Services LLC (NMIS) is an asset management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1968 and is a wholly owned subsidiary of The Northwestern Mutual Life Insurance Co. NMIS serves the investment planning and product needs of individuals and businesses through high-quality products, personal service and innovative solutions.

The Northwestern Mutual Life Insurance Co. provides insurance and financial security solutions. The firm offers life insurance, long-term care insurance, disability insurance, annuities, and investment products. It also provides financial planning strategies and solutions. The company was founded by John C. Johnston on March 2, 1857 and is headquartered in Milwaukee, WI.

Stifel Independent Advisors LLC (SIA) is a broker/dealer headquartered in St. Louis, Missouri. The firm was founded in 1991 as Century Securities Associates, Inc. and became Stifel Independent Advisors LLC in 2021. They are a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF), a full-service regional brokerage and investment banking firm that was founded in 1890. SIA offers brokerage services to a variety of individual and institutional clients. The firm executes securities transactions per client instructions through Stifel as their clearing firm.

TBFM LLP, do-business-as Buffington Mohr McNeal (BMN), is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 1998 by Melvin Buffington, Bruce Mohr and Carey McNeal. BMN provides wealth planning, retirement planning, and investment management services on a discretionary basis to individuals and families, foundations and endowments, municipal and state organizations, and small business entities.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

GMI Holdings, Inc. manufactures remote-controlled garage door opening systems for multiple distribution channels, as well as a full line of commercial operators. It produces consumer, industrial and military products. Genie was founded in 1923 and is headquartered in Alliance, OH.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

Big Brothers/Big Sisters of America provides youth mentoring services. It helps children reach their potential through one to one relationships with mentors. The company was founded in 1902 and is headquartered in Tampa, FL.

GE Capital Equity, Inc. (GE Capital Equity) is a private equity division of GE Capital Americas is founded in 1993. The firm is headquartered in Norwalk, Connecticut.

Marcus Center for the Performing Arts engages in theatre operations. The company was founded in 1969 and is headquartered in Milwaukee, WI.

Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen.

The United Performing Arts Fund is a non-profit organization that has been working to keep the arts alive in southeastern Wisconsin since 1967. The non-profit company is based in Milwaukee, WI. The company's mission is to raise funds and secure community resources to support and sustain the performing arts in the region.

Girl Scouts of Wisconsin Southeast is an organization that aims to instill confidence in young girls by providing them with opportunities to make friends, try new things, go camping, sell cookies, and give back to the community. The non-profit company is based in Milwaukee, WI. The organization offers official resources, tools, downloads, and expert tips to help troops make the most of their Girl Scout Cookie sale. Girl Scouts is a fun experience for the whole family, and parents can also get involved to help their daughters enjoy the program.

Part of Waterstone Financial, Inc., WaterStone Bank is a financial institution that offers a wide range of banking services through its mobile banking app. The company is based in Wauwatosa, WI. The bank has an experienced board of directors and provides financial calculators to assist customers with their financial needs. WaterStone Bank offers various loan options, including adjustable rate mortgages, adjustable rate lot loans, and residential construction loans. Customers can manage their mortgages online and find information on reviewing loan documents and making payments. The bank aims to be a strong banking partner for customers to achieve their dreams and goals.

Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities.

Goodwill Industries of Southeastern Wisconsin, Inc. provides training, employment, and supportive services. The company was founded on October 6, 1919 and is headquartered in Milwaukee, WI.