Gregory Hansen

Legacy Private Trust Co. (Legacy) is an independent investment adviser headquartered in Neenah, Wisconsin. The firm was founded in 2004 by Joseph E. McGrane, Michael B. Mahlik and Nick Carver. Legacy provides customized wealth management with an emphasis on developing long-term personal client relationships to their clients who include individuals and families, family-owned businesses, non-profit organizations, family offices, and foundations and endowments.

North Star Resource Group, Inc. offers securities and investment advisory services. Its products and services include life insurance, disability insurance, long-term health care planning, investments and employer group benefits, including medical insurance, dental insurance, term life insurance, universal life insurance, long term disability, short term disability, employee assistance programs, and long term care; and retirement and savings plans. The firm also offers wealth management, financial, and responsive, insurance brokerage, long-term care and employee benefit services. The company was founded by Phillip C. Richards in 1908 and is headquartered in Minneapolis, MN.

First Business Bank (Investment Management) (FBB-IM) is the investment management division of First Business Bank, a state-chartered, commercial bank headquartered in Madison, Wisconsin. The firm was founded in 1909 and is a wholly-owned subsidiary of First Business Financial Services, Inc. (NASDAQ: FBIZ). FBB-IM offers a full line of financial services for businesses and business owners, such as Business Banking, Private Wealth (Financial Planning, Investment Management, Trust & Estate Administration, and Private Banking) and Bank Consulting (Investment Portfolio Services, Asset Liability Management, ALM Process Validation) solutions.