Brad Combs

UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals.

GenOn Energy Holdings, Inc. provides electricity generation and distribution, management of gas assets, fuel procurement, and marketing of energy and energy-linked commodities. The company was founded on January 19, 2001 and is headquartered in Princeton, NJ.

Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments.

Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Agrible, Inc. provides predictive analytics tools for farmers and growers. Its software provides field-level forecasts and data on yield predictions, nutrient availability, fieldwork timing, spraying conditions, hail events, potential pest problems, and weather. The company was founded by Bill Northcott, Christopher M. Harbourt, Eric Snodgrass, and Paul S. Miller in 2007 and is headquartered in Champaign, IL.

Lendingstandard, Inc. provides computer programming services. The company is headquartered in Kansas City, MO.

ClaimKit, Inc. engages in the provision of insurance document intelligence software. Its solutions include RiskGenius for brokers, RiskGenius for carriers, and emerging risk discovery for carriers. The company was founded by Chris Cheatham and Douglas Reiser in 2011 and is headquartered in Overland Park, KS.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Aker Technologies, Inc. develops and markets the mortgage-backed securities trading systems MBS expert system. It offers akerscourt, imagery, analytics, and aker pest network services. The company is headquartered in Winnebago, MN.

Midwest BankCentre, Inc. provides banking services. The firm offers deposit products including checking savings, money market accounts, personal and business loans, credit card, cash management, trust and merchant services. It offers various investment products such as mutual funds and annuities. The company was founded in 1906 and is headquartered in St. Louis, MO.

Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors.

Innara Health, Inc. provides understanding and improvement of neonatal, pediatric, and adult feeding. It offers the FDA-cleared NTrainer System, the first neonatal technology that assesses and develops non-nutritive suck for newborns and infants born prematurely. The company was founded by David Stalling and D. Michael Litscher in 2006 and is headquartered in Olathe, KS.

Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK.

Torotel Products, Inc. engages in the manufacture of custom magnetics for the aerospace, defense and industrial sectors. Its products include transformers, inductors, and molded coils, electromechanical assemblies; and cables. The company was founded in 1957 and is headquartered in Olathe, KS.

Bart's Electric Co., Inc. provides commercial electrical and special systems services. It serves the commercial, industrial, institutional, healthcare, military, and correctional markets. The company was founded by Bart Walker in 1992 and is headquartered in Pleasant Valley, MO.

Haakon Capital LLC is a private equity firm founded in 2006 by William Thomas Grant II and William Thomas Grant III. The firm is headquartered in Kansas, Missouri.

Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.

Everbank NA provides nationwide banking and lending services to consumer, commercial and institutional clients. It provides personal, business and commercial banking services. The company was founded in 1961 and is headquartered in Jacksonville, FL.

Groove Capital Management LLC (Groove Capital) is a venture capital firm founded in 2020 by Reed Robinson. The firm is headquartered in Minneapolis, Minnesota.

Flyover Capital Partners LLC (Flyover Capital Partners) is a venture capital subsidiary of Mariner LLC founded in 2014 by Keith Molzer and Thad Langford. The firm is headquartered in Overland Park, Kansas.

Mariner Wealth Advisors-NYC LLC, dba Mariner Wealth Advisors (MWA), is the wealth management subsidiary of Mariner Wealth Advisors LLC, headquartered in Overland Park, Kansas. MWA provides discretionary and/or non-discretionary investment advisory services to high-net worth individuals.

Autit LLC provides software that allows manufacturing companies to optimize the inventory and procurement of indirect MRO parts in their facilities. Its solutions include manufacturing, suppliers and distributors. The company was founded by Paul J. Noble and is headquartered in Atlanta, GA.

Virtus LLC operates as a brokerage and consulting firm. It offers actuarial analysis, captive consulting, safety and loss control , claims management consulting, and property and casualty insurance services. The company was founded by Andrew Gray in 2013 and is headquartered in Overland Park, KS.

SureSwift Capital, Inc. creates optimal outcomes for founders of bootstrapped software as a service business. The company was founded by Kevin McArdle and is headquartered in Victoria, Canada.

Layr Holdings, Inc. operates artificial intelligence powered business insurance platform. The company was founded by Phillip Naples and Andrew Egenes and is headquartered in Atlanta, GA.

Edgehill Venture Partner LLC (Edgehill Venture Partner) is a private equity firm founded in 2009 by C. Andrew Martin. The firm is headquartered in Mission, Kansas.

Velostics, Inc. is a logistics and supply chain enterprise software-as-a-service (SaaS) company that specializes in automating manual and paper-based truck scheduling, check-in, and order entry processes for terminals, warehouses, and plants. The company is based in Houston, TX, and has subsidiaries in the United States. The company's platform automates scheduling for logistics service providers between carriers, shippers, and consignees via their industry-leading 3-way scheduling solution. The Velostics® AI platform automates communication between carriers and facilities systems and logistics teams to schedule, check-in, and load vehicles faster and error-free. The company was founded by Gaurav Khandelwal, who has been the CEO since incorporation.

Big Band Software LLC provides B2B SaaS software solutions. The private company is based in Saint Paul, MN. The company was founded by Jason Heath, Chris Reedy, Kevin McArdle. Kevin McArdle has been the CEO since incorporation.

Balance Innovations LLC engages in the software company. It also develops solutions such as payment reconciliation, corporate reporting, deposit tracking, retail analytics, electronic-safe management, self-checkout management, and check conversion. The company was founded in 2004 and is headquartered in Lenexa, KS.

Opendorse, Inc. provides marketing services to professional athletes. It specializes in research, analytics and measurement, activation, and endorsement campaigns. The company was founded by Timothy Braun, Blake Lawrence, and Adi Kunalic in 2012 and is headquartered in Lincoln, NE.