Ryan Nitto

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.

ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals.

Textron Financial Corp. engages in the provision of financial services. It offers a wide array of loan and lease solutions. The company was founded in 1962 and is headquartered in Wichita, KS.

Part of RTX Corp., Pratt & Whitney Aircraft Co. is a manufacturer of gas turbine, airframe, and nacelle components.

Strategic Point Investment Advisors LLC (SPIA) is a registered investment advisory firm headquartered in Providence, Rhode Island. The firm was founded by David Brochu in 1989 and is a wholly-owned subsidiary of FI Services Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPIA provides investment advisory services for a variety of clients including individuals and retirement plan sponsors under ERISA.

BalancePoint, Inc. provides information technology consulting services. Its services include IT project solutions, IT staffing, leadership and strategy practice. The company was founded in 2004 by Michael Sommers, Jacquie Morgan and Scott James Lippert and is headquartered in Kansas City, MO.

Founded in 2001, Legent Clearing LLC is a broker/dealer located in Omaha, Nebraska. The firm is a subsidiary of COR Securities Holdings, Inc. and their ultimate parent is COR Capital LLC. They provide trade execution, securities clearance and settlement processing services to brokers and dealers in the US. Legent Clearing's products and services include annuities, retirement plans services, technology solutions, product literature and technology demos.

Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities.

Sage Partners LLC is engaged in management consulting and venture development services. The company was founded by Thomas L. Doorley, John R. Gaulding and Edward F. West in 2001 and is headquartered in Wellesley Hills, MA.

ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles.

Jeffrey Slocum & Associates, Inc. operates as a investment research and advisory firm. It focuses on global fixed income, global equities, alternative investments, and direct hedge fund strategies. The firm offers strategic integration of investments with an institution’s overall mission, objectives, and operations, investment policy development, asset allocation modeling, incorporating liabilities, spending, and liquidity considerations, risk budgeting, liability driven investment, investment manager selection, performance measurement and attribution analysis, investment policy compliance monitoring, transition management, fee negotiations and benchmarking, other service provider searches, education of clients staffs, committees, and other constituencies. The company was founded by Jeffrey Charles Slocum in 1986 and is headquartered in Minneapolis, MN.

Aether Investment Partners LLC (Aether Investment Partners) is a private equity firm founded in 2008 by Sean A. Goodrich and Troy R. Schell. The firm is headquartered in Denver, Colorado.

Metropolitan Life Insurance Co. engages in the provision of insurance, annuities, and employee benefits programs. It operates through the US, and MetLife Holdings segments. The company is headquartered in New York, NY.

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.

Chicago Board of Trade provides trade derivative facilities. It allows speculators throughout the world to interpret economic data, news, and other information. The company was founded on April 3, 1848 and is headquartered in Chicago, IL.

Home Instead Senior Care Ireland Ltd. provides trusted home care and home help services to seniors who prefer to live in their own homes and remain in their local communities instead of nursing homes or assisted living facilities. The non-profit company is based in Dublin, Ireland. The Irish company has a wealth of knowledge and expertise in all aspects of care at home, including meeting the needs of people living with dementia. Home Instead is the leading provider of private home care services in Ireland and has created a vast range of free resources to help family carers and ageing adults live better lives at home. The CEO of the company is Jeff Huber.

Grandpad, Inc. engages in development and manufacture of tablet computers that are customized for seniors. The company was founded by Scott Lien and Isaac Lien and is headquartered in Minnetonka, MN.

Home Instead, Inc. owns and operates in-home care service agencies. The firm's senior home care services include assistance with trips to the doctor, reminders to take the right medication at the right time, meal preparation, light housekeeping, errands, shopping, and even Alzheimer's and dementia care. The company was founded by Paul Hogan and Lori Hogan in 1994 and is headquartered in Omaha, NE.

Integrity Applications, Inc. operates as an engineering and software services company. It specializes in system engineering, system integration, system acquisition, software integration, visualization and modeling, and simulation to system program offices, enterprise system engineering activities and organizations across the intelligence community and department of defense. The company was founded by Joseph L. Brickey, Kenneth A. Abeloe, Paul J. Frommelt and Steven M. Wear in 1999 and is headquartered in Chantilly, VA.

Jardine Matheson Ltd. provides management services to group companies. The company is headquartered in Hong Kong.

Crypto.com Capital (Crypto.com) is a venture capital firm founded in 2016 by Bobby Bao, Kris Marszalek, Rafael Melo, Eric Anziani. The firm is headquartered in Hongkong.

Little Sunshine's Enterprises, Inc. provides early childhood education. Its programs include creatively shine, Reggio Emilia-Italian influence, student, teacher and family emergent learning, scholastic workbooks, and other extra curricular activities. The company was founded by Rochette Harrington Dahler and Matthew Dahler in 2002 and is headquartered in Springfield, MO.

Little Sunshine's Playhouse & Preschool, Inc. provides preschool services. It offers featuring a theater stage, a landscaped nature center for healthy, outdoor play and a variety of customized, age-appropriate playground equipment. The company was founded by Matthew Dahler and Rochette Dahler in 2002 and is headquartered in Springfield, MO.

United Capital Partners Advisory LLC (Private Equity) (United Capital Partners PE) is a private equity subsidiary of United Capital Partners Advisory LLC founded in 2006. The firm is headquartered in Moscow, Russia.

CWM LLC is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2010 and is a wholly-owned subsidiary of Carson Group Holdings LLC. CWM manages investment portfolios for individual clients, high net-worth families, foundations, endowments, and institutional investors. They also provide personal financial planning and investment advice.

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.

Duval Investment Group LLC provides investment services. The company was founded by Jon Duval in 2013 and is headquartered in Edina, MN.

Murphy Pohlad Asset Management LLC (MPAM) is an independent registered investment adviser headquartered in Eden Prairie, Minnesota. The firm was founded by John Murphy in 2000. MPAM provides investment advice to individuals, trusts, estates, charitable organizations, corporations and certain other business entities.

Alvarez & Marsal Europe LLP engages in the provision of business and management consultancy services. The company was founded on August 10, 2007 and is headquartered in London, the United Kingdom.