Pat Dorsey

Dorsey Asset Management LLC (DAM) is a SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Patrick “Pat” Dorsey in 2013 and is owned by Wheat Thin LLC. DAM provides investment advisory services to individuals, high-net-worth individuals, charitable organizations and institutions. They also serve as the investment manager to certain private fund(s).

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Sanibel Captiva Trust Co. is a wealth management company that provides individualized investment portfolios, estate planning, and family office services. The private company is based in Sanibel, FL, and has subsidiaries in the United States. The company's investment management team recently held their 2023 economic outlook events throughout Fort Myers and Naples that offered an economic overview and investment strategies worth considering in the new year for clients and friends. The company is committed to supporting nonprofit organizations, foundations, and endowments that provide care to those in need. The company offers a wide range of investment services, including wealth management, asset management, and investing strategies. The company was founded in 2001 by S. Albert D. Hanser, and Terry Igo has been the CEO since 2001.