Kurt Mortenson

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs.

Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).

PointState Capital LP is an independent, SEC-registered investment manager and hedge fund manager headquartered in New York City. The firm was founded in 2011 by Joshua Samuelson and Zachary Schreiber. PointState Capital provides discretionary investment advisory services, which include but not limited to, managing and directing the investment and reinvestment of assets for private investment funds and has provided these services to a discretionary separately managed account. Investors in the PointState Funds primarily consist of charitable foundations, institutions, endowments, funds of funds, private or family-owned investment entities, trusts and high net-worth individuals.

AF Advisors, Inc. (dba Adams Ashby Financial Advisors) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Sacramento, California. Founded in 2009, Adams Ashby Financial Advisors provides objective financial planning to help clients build, manage, grow and protect their assets through life’s transitions.

Concentrum Wealth Management LLC (CWM) is an independent, SEC-registered investment advisor headquartered in San Jose, California. The firm was founded in 2013 and is owned equally by Jeffery E. Fong and Jay C. Fong. CWM assists a select group of business owners and families with their financial affairs.

Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities.

FourSixThree Capital LP (FourSixThree) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was co-founded by Richard Balkan and William Kelly in 2020. FourSixThree serves as the Investment Adviser, with discretionary trading authority, to: (i) private, pooled investment vehicles, (ii) a separately managed account (SMA) and (iii) in a non-discretionary capacity, as a sub-advisor to multiple investment entities under sub-advisory agreements.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Traverso Chambers Private Wealth Management LLC (Traverso Chambers) is a SEC-registered investment adviser and wealth management firm headquartered in Santa Rosa, California. In 2024, the firm was acquired by MAI Capital Management LLC, ultimately owned by MAI Capital Management Holdings LLC. Traverso Chambers provides investment advisory services to high-net-worth individual and institutional clients.

18 Somerset Capital Management LLC provides investment advisory services. The American company was founded by Daniel Laurence Keegan. Daniel Laurence Keegan has been the CEO since incorporation.