Lee Roberts

RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Greene Holcomb & Fisher LLC provides investment banking services. It specializes in the areas of mergers and acquisitions, financial advisory, and private placements. The company was founded by R. Hunt Greene and Brian L. Holcomb in 1995 and is headquartered in Minneapolis, MN.

AdvisorNet Financial, Inc. (AdvisorNet) is a SEC-registered investment adviser and holding firm headquartered in Minnetonka, Minnesota. The firm was founded in 1959 and do-business-as AdvisorNet Wealth Partners. AdvisorNet offers investment management services to individuals, trusts and for-profit and non-profit business entities.

Invenshure LLC (Invenshure) is a venture capital firm founded in 2011 by Troy D Kopischke and Danny J Cunagin. The firm is headquartered in Minneapolis, Minnesota.

The Leuthold Group LLC (Investment Management), do-business-as Leuthold Weeden Capital Management (LWCM), is the SEC-registered investment management division of The Leuthold Group LLC headquartered in Minneapolis, Minnesota. The Leuthold Group was founded in 1981 as an independent investment research firm. In 1987, members of The Leuthold Group founded LWCM to provide investment advisory services. The firm is majority employee-owned. LWCM serves as an investment advisor to separately managed accounts, Leuthold mutual funds, Leuthold ETF and a private fund that offers to a wide range of clients, including individuals, trusts, foundations, charitable organizations, corporations, government entities, unions, limited partnerships, endowments, investment companies, and pension plans.

The American Nurses Association, Inc. operates nursing facilities center. The association represents the interest of the nation’s registered nurses for improving the quality of health care for all. The company was founded in 1896 and is headquartered in Silver Spring, MD.

Goldner Hawn Johnson & Morrison Inc. (Goldner Hawn Johnson) is a private equity firm is founded by Van Zandt Hawn, Timothy Daniel Johnson, John Lewis Morrison, and Michael Goldner in 1989. The firm is headquarter in Minneapolis, Minnesota.

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.

Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland.

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.

The Advocates for Human Rights promotes human rights. It specializes in Human Rights, Women's Human Rights, Refugee and Immigrant Rights, International Justice, Human Rights Education. The company was founded in 1983 and is headquartered in Minneapolis, MN.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Nice Healthcare LLC provides personalized healthcare services through an application. The company was founded by Thompson Temilade Aderinkomi, Genevieve Swenson and Allison Nelson and is headquartered in Minneapolis, MN.

Related & Co. LLC was founded by Thompson Temilade Aderinkomi. The American company offers a Standard Relevancy Framework that helps organizations, teams, and leaders stay relevant and meet expectations in the new disruptive era.

GREAT NORTH CAPITAL MANAGEMENT LP (Great North Ventures) is a venture capital firm founded in 2017 by Ryan J Weber, Robert J Weber and James DonFrancesco. The firm is headquartered in Maple Grove, Minnesota.

Evidity Capital LLC (Evidity Capital) is a venture capital firm founded in 2014 by Paul Enever and Alejandro Sanchez. The firm is headquartered in New York.

Northleaf Capital Partners Ltd. (Northleaf Capital) is a private equity firm founded in 2005. The firm is headquartered in Toronto with an additional office in Montreal.

National Society to Prevent Blindness operates as an eye health and safety organization. It offers services for amblyopia, AMD, cataract, central retinal vein occlusion, colour blindness, conjunctivitis, diabetic eye disease and macular enema, dry eye, floaters, glaucoma, refractive eye, retinal tears and detachments, retinitis pigments and strabismus. The company was founded in 1908 and is headquartered in Chicago, IL.

Evver, Inc. transforms pictures into a visual symphony. The company was founded by Jessica Rusin and Kraig Clark in 2013 and is headquartered in Boulder, CO.