David Christopher Ness

Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.

Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities.

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.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals.

US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Thrivent Asset Management LLC (TAM) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. Founded in 2005, the firm is a wholly-owned subsidiary of Thrivent Financial Holdings, Inc., which in turn is a wholly owned subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. TAM provides investment advisory services to the Thrivent Mutual Funds, a registered investment company under the Investment Company Act of 1940 that is comprised of various mutual fund series.

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.

BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients.

Part of Nexvex, Inc., RoofMarketplace, Inc. is an online marketplace platform targeting the property services market. The private company is based in Whitewater, WI. RoofMarketplace provides an easy-to-understand tutorial for consumers to describe their roofing needs, which is combined with accurate aerial measurements that enable contractors to bid the work. The platform offers increased revenue from every request, quick process bid jobs in less than five minutes, solid leads, and seamless connection. Welcome to the future of roof insurance claims with the RoofMarketplace platform, connect to an exclusive network of roofing contractors made available to bid on and perform insurance-related roof repair and replacement. The company was founded by Tim Russell, William Bazeley, David Kish. William Bazeley has been the CEO since incorporation.

The Institute of Electrical & Electronics Engineers, Inc. is a non-profit organization that owns and operates technical professional association. It provides membership and services, societies and communities support, publication services, and conferences and events. The company was founded in 1884 and is headquartered in New York, NY.

Thompson Investment Management, Inc. (TIM) is an independent, SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by John Thompson in 2004. TIM offers Investment Portfolio Management, Retirement Plan Services and Mutual Funds to individuals, businesses and foundations.

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

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

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.

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.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

GuideStar Clinical Trials Management LLC provides administrative support services for hospitals, health systems, academic medical centers and physician practices. Its services include comprehensive site evaluation, resource services, audits, assessment and support. The company is headquartered in Deerfield, IL.

Patient Advocate Foundation (PAF) is a national non-profit organization which provides professional case management services to Americans with chronic, life threatening and debilitating illnesses. PAF case managers serve as active liaisons between the patient and their insurer, employer and/or creditors to resolve insurance, job retention and/or debt crisis matters as they relate to their diagnosis also assisted by doctors and healthcare attorneys. Patient Advocate Foundation seeks to safeguard patients through mediation assuring access to care, maintenance of employment and preservation of their financial stability. The organization was founded in 1996 and is located in Hampton , VA.

Part of Lincoln Property Co., Lincoln Advisory Group Ltd. provides investment advice. The company is based in Chicago, IL.

Private Healthcare Systems, Inc. provides health care cost management services. The company provides its services to include self-insured employers, third-party administrators, Taft Hartley Funds, insurance companies and managed care organizations. It meets strategic, financial and quality needs of health care purchasers through care management services. The company was founded in 1985 and is headquartered in Waltham, MA.

KBS Realty Advisors LLC provides investment advice. The firm manages, develops and sells United States commercial real estate on behalf of pension funds, sovereign wealth funds and other institutional investors. The company was founded by Peter Bren, Keith David Hall and Peter B. McMillan III and Charles J. Schreiber, Jr. in 1992 and is headquartered in Newport Beach, CA.

Part of The Northwestern Mutual Life Insurance Co., Northwestern Mutual Financial Network is a company that provides financial planning services. The company is based in Louisville, KY.

Harrison Street Real Estate Capital LLC is a Private Equity/Venture Capital firm, a subsidiary of Colliers International Group, Inc. founded in 2005 by Christopher Nelson Merrill, Chris B. Galvin and Mike P. Galvin. Harrison Street Real Estate Capital LLC is headquartered in Chicago.

ISHPI Information Technologies, Inc. provides cyber services supporting the U.S. Armed Forces personnel and other direct defenders of the homeland. The firm focuses on emerging asymmetric information operations. It offers system engineering and integration, software engineering, modeling and simulation, rapid application development, cyber warfare, host-based security system development, information assurance, acquisition support, network engineering, training and consulting, and other related services. The company was founded by Noah T. Leask and Lisa Leask in 2006 and is headquartered in Mount Pleasant, SC.

Goulston & Storrs PC provides legal services. It offers banking and finance, bankruptcy and restructuring, capital markets, litigation, data privacy, hospitality and recreational, innovation development and licensing, real estate, and public law and partnership solutions. The company was founded in 1900 and is headquartered in Boston, MA.

Abacus Finance Group LLC (Abacus Finance) is a private equity firm founded in 2011 by Tim Clifford and Sean McKeever. The firm is headquartered in New York.

RLJ Credit Management LLC (RLJ Credit Management) is a private debt/equity division of RLJ Cos. founded in 2011 by Trevoir D. Gregg and Robert L. Johnson. The firm is headquartered in Bethesda, Maryland.

Part of The Joint Commission on Accreditation of Healthcare Organizations, The National Quality Forum (NQF) is a consensus-driven organization that works to improve the quality of American healthcare. The company is based in Washington. NQF's expert committee members represent diverse interests from every healthcare sector, and measures are endorsed only after thoughtful discussion and debate from across the healthcare community. NQF sets national priorities for performance improvement, endorses consensus standards for measuring and reporting performance, and provides education and outreach. Dana Gelb Safran has been the CEO of the American company since 2021. The National Quality Forum was acquired by The Joint Commission on Accreditation of Healthcare Organizations on August 16, 2023.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Future Factory LLC (Future Factory) is an private equity & venture capital firm founded in 2004 by Ed Michael Reggie. The firm is headquartered in New Orleans, Louisiana.