James P. Kieburtz

Washington Mutual, Inc. provides financial services to consumers and mid sized businesses in the United States. The company primarily operates through three segments: retail banking & financial services, mortgage banking and commercial banking. The retail banking and financial services segment provides investment advisory and brokerage services, sales of annuities, mutual fund management and other financial services. This segment also purchases and re-underwrites loans to subprime borrowers. The mortgage banking segment offers various home loans including fixed rate home loans, adjustable rate home loans, hybrid home loans, option ARMs and government insured or guaranteed home loans. The commercial segment provides financing to developers and investors for the acquisition or construction of multifamily dwellings and other commercial properties, originates and services multifamily and other commercial real estate loans. The company was founded in August 1994 and is headquartered in Seattle, WA.

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries.

Davidson Investment Advisors, Inc. (DIA) is a registered investment advisor headquartered in Great Falls, Montana. The firm was founded in 1975 and is a wholly-owned subsidiary of D.A. Davidson Cos. DIA offers investment advisory services to a variety of clients including corporations, employee benefit plans, foundations, trusts and high net worth individuals.

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

Pugh Capital Management, Inc. (Pugh Capital) is an independent, employee-owned SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded by Mary Pugh and Scott Greiwe in 1991. Pugh Capital offers discretionary investment advisory services that relate to fixed income investments to institutional investors.

Enumclaw Insurance Group provides insurance services. It offers home, auto, business, and farm insurance. The company was founded in 1898 and is headquartered in Enumclaw, WA.

Mutual of Enumclaw Insurance Co. engages in the provision of insurance services. It offers home insurance, auto insurance, business insurance, and farm insurance. The company was founded in September 24, 1899 and is headquartered in Enumclaw, WA.

Capital Research & Management Co. (Global Investors), dba Capital Research Global Investors (CRGI), is an investment advisor headquartered in Los Angeles, California. The firm is a division of Capital Research & Management Co. (CR&M), the original company of the Capital Group Companies, which was founded in 1931 by Jonathan Bell Lovelace. In 2008, CR&M disaggregated their equity investment operations to become known as Capital Research Global Investors and Capital World Investors. Capital World Investors is the retail entity of the Capital Group. Institutional management services in North America are provided by Capital Guardian. Institutional management services are provided globally by Capital International.

Abu Dhabi Investment Authority provides investing funds. It manages a global investment portfolio across many asset classes and sub-categories. It invests directly in global financial markets. The company was founded in 1976 and is headquartered in Abu Dhabi, the United Arab Emirates.

Invesco Managed Accounts LLC (IMA) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 2002 as Seattle-Northwest Asset Management LLC. They are a subsidiary of SNW Asset Management Corp., ultimately owned by Invesco Ltd. (NYSE: IVZ). IMA provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, foundations, wrap programs, state and municipal government entities, other investment advisers, credit unions, corporations and other business entities.

Garde Capital, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded in 2009 by Jeffery Lippens, Thomas Owens, Richard Severs, and Marshal McReal. Garde Capital provides portfolio management services to a variety of types of clients such as individuals and families, trusts, charitable organizations, individual pension plan accounts, and retirement plan trustees.

Part of Pure Financial Advisors, Inc., Kaufman Kampe Advisors LLC provides investment advisory services. The company is based in Mercer Island, WA. The company was founded in 2007 by Valerie M. Kampe, Lori Kaufman. Lori Kaufman has been the CEO since 2007. Kaufman Kampe Advisors was acquired by Pure Financial Advisors, Inc. on December 31, 2021.