Philip Joe McBride

UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles.

Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations.

Union Pacific Railroad Co. engages in the provision of railroad and freight transportation services. Its railroad links coast ports and provides transportation service through its gateways. The company was founded by Abraham Lincoln on July 1, 1862 and is headquartered in Omaha, NE.

Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families.

The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds.

Lawson Kroeker Investment Management, Inc. is a registered independent wealth management firm headquartered in Omaha, Nebraska. The firm was co-founded by Frank Lawson and Ken Kroeker in 1986. Lawson Kroeker provides investment advisory services to high net worth individuals, trusts, charitable organizations, corporations, pension and profit-sharing plans, and investment companies.

Pekin Hardy Strauss, Inc. (Pekin Hardy) is an independent, SEC-registered investment adviser headquartered in Chicago, Illinois. The firm was founded by Rick Singer in 1990 as Pekin Singer Strauss Asset Management, Inc. Pekin Hardy serves as the investment manager to the Appleseed Fund, a mutual fund registered under the Investment Company Act of 1940, and provides investment management services to separately managed accounts, retirement plans, and other client accounts.

Pittenger & Anderson, Inc. (P&A) is an independent, SEC-registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded by James "Jim" Pittenger, Jr. and Daniel "Dan" Anderson in 1995. P&A provides advisory services to individual and institutional clients.

McCarthy Capital Corp (McCarthy Capital) is a private equity subsidiary of MGI Holdings Inc founded in 1986 by Michael R McCarthy. The firm is headquartered in Omaha, Nebraska.

Agile Sports Technologies, Inc. develops a performance analysis platform. It offers Hudl, a tool to edit and share video, study associated play diagrams, and create highlight reels for entertainment and recruiting purposes. The company was founded by David S. Graff, Brian W. Kaiser and John M. Wirtz in 2006 and is headquartered in Lincoln, NE.

Ameritas Investment Partners, Inc. (AIP) is a registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded as a Nebraska corporation in 1984 and is a wholly-owned subsidiary of Ameritas Holding Co., which is owned by Ameritas Mutual Holding Co. AIP provides investment advisory services to affiliated and unaffiliated insurance companies; pension plans and retirement accounts (including Taft-Hartley Plans); charitable organizations; and registered investment companies of Calvert Variable Products, Inc., The firm also provides investment advisory services to discretionary investment (wrap fee) program accounts including: individuals and high net-worth individuals; pension and profit sharing plans; trusts; charitable organizations; state and local government entities; and small businesses and others.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Tributary Capital Management LLC (Tributary) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2005 and is a wholly owned subsidiary of First National Bank of Omaha, which in turn a wholly owned subsidiary of First National of Nebraska, Inc. (OTCMKTS: FINN). Tributary and First Investment Group (formerly a department of First National Bank of Omaha) merged in May 2010. The event constituted a change in ownership only, as the investment strategies and personnel remained the same for each of the prior firms. Tributary provides investment management services to institutional and individual investors and to registered investment companies. The firm also participates in wrap fee programs and provides model-based offerings.

Footprints Asset Management & Research, Inc. (FAMR) is an independent registered investment advisory firm headquartered in Omaha, Nebraska. The firm was founded by Steve Lococo in 2003. FAMR provides advisory services to individual and institutional clients.

Signal 88 Franchise Group, Inc. provides private security guard and patrol services. It offers law enforcement and community-based security personnel, incorporating technology solutions, which provides customized security services to the to the residential, commercial, industrial, retail, healthcare, hospitality, and government segments. The company was founded on November 13, 2007 and is headquartered in Omaha, NE.

Part of Guan Chong Bhd., Guan Chong Cocoa Manufacturer Sdn. The company is based in Pasir Gudang, Malaysia. Bhd. is a Malaysian company that processes and produces cocoa-derived food ingredients such as cocoa liquor, cocoa butter, cocoa cake, and cocoa powder.

ITT Communications Systems provides wireless networking systems for tactical military and government systems. The company was founded in 1992 and is headquartered in Palm Harbor, FL.

S&B Christ Consulting LLC provides engineering and environmental management services. The firm’s services include operations research, civil engineering, environmental engineering, construction management, and vulnerability assessment. The company was founded in 2009 and is headquartered in Las Vegas, NV.

Dachis Corp. provides professional management consulting and advisory services, process design, program management, information design, marketing, change communication, and technical implementation services across three main practice areas: Customer Participation and Engagement, Workforce Collaboration, and Business Partner Optimization. The company was founded by Jeffrey A. Dachis, Livio Hughes and Gunter Pfau in 2008 and is headquartered in Austin, TX.

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.

SemperVirens Ventures LLC (SemperVirens Ventures) is an independent venture capital firm founded in 2018 by Robby Peter. The firm is headquartered in San Mateo, California.

Part of JB Foods Ltd., JB Cocoa Sdn. The company is based in Gelang Patah, Malaysia. Bhd. is a Malaysian company that produces, sells, and exports cocoa ingredients. The company was founded by How Keong Tey.

Invest Nebraska Corp (Invest Nebraska) is a venture capital firm founded in 2002. The firm is headquartered in Lincoln, Nebraska.

SMITH HAYES Cos. operates as a holding company which provides financial advisory services. It offers asset management services to institutions, wealth management services to individuals, as well as retirement plan consulting and investment banking services to municipal and corporate clients. The company was founded by Thomas Curtis Smith and Thomas D. Hayes on January 25, 1985 and is headquartered in Lincoln, NE.

William Blair & Co. LLC (Investment Management) (William Blair-IM) is the investment management division of William Blair & Co. LLC, a registered broker/dealer headquartered in Chicago, Illinois. The firm was founded in 1935 and is a wholly owned subsidiary of WBC Holdings LP. William Blair-IM provides investment advisory and management services to a number of clients including high net worth clients, individuals, small institutions, William Blair Wrap Program clients and other registered investment advisers.