Abbey Marlana Spoo

Marquette Asset Management LLC (Marquette) is a wealth management firm registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2005 by John Beuerlein, John Pohlad and John Fabie. They are a subsidiary of Marquette Wealth Management LLC. Marquette provides wealth management services to high net worth and other individuals and their trusts, private foundations, donor-advised funds, and other entities.

Somerset Group LLC (SG) is an independent registered investment advisor headquartered in Wayzata, Minnesota. It was founded by John M. Murphy, Jr. and Arlene Kielley in 2011. SG offers financial advisory, portfolio management and financial planning services to individual clients, families, and selects institutions on a discretionary and non-discretionary basis. The firm provides investment management services via separately managed accounts and through discrete investment strategies.

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.

Founded in 2003, Somerset Asset Management LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm provides comprehensive wealth management services to individuals, families and select institutions.