Chris P. Shorba

BerganKDV Wealth Management LLC is a SEC-registered investment advisor headquartered in Bloomington, Minnesota. The firm was founded in 2007 as KDV Wealth Management LLC. They are a subsidiary of BerganKDV Ltd. BerganKDV Wealth Management provides personalized financial planning services, manages investment advisory accounts and offers third-party asset management to individuals, pension and profit-sharing plans, trusts, estates and small businesses.

Securian Asset Management, Inc. (Securian AM) is a SEC-registered investment advisor headquartered in St. Paul, Minnesota. The firm was founded in 1984 and formerly known as MIMLIC Asset Management, Inc. and Advantus Capital Management, Inc. They are a wholly-owned subsidiary of Securian Financial Group, Inc., ultimately owned by Minnesota Mutual Cos., Inc. Securian AM offers discretionary and non-discretionary asset management for registered investment companies, insurance companies, including separate accounts of insurance companies, and other institutional investors.

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.

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.

Minnesota Society of Certified Public Accountants offers services and professional development for CPAs and other accounting professionals. It provides CPE, resources, networking, and advocacy services. The company was founded on June 23, 1904 and is headquartered in Bloomington, MN.

Western Graphics, Inc. provides digital and commercial printing. It offers prepress, digital and offset printing, fulfillment, warehousing and distribution services. The company was founded in 1967 and is headquartered in St. Paul, MN.

Marks Group Wealth Management, Inc. (MGWM) is an independent, SEC-registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Bennett Marks in 2008. MGWM provides financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities.

RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.

Founded in 2012, Tower Square Investment Management LLC (TSIM) is a registered investment advisor located in El Segundo, California. The firm is a subsidiary of Cetera Financial Group, Inc. and their ultimate parent is RCS Capital Corp. (OTCMKTS: RCAP). Tower Square provides services to other investment advisers, broker-dealers, and their clients. They do not contract directly with individual investors. Instead, they are hired by related firms to provide management services to their clients. TSIM's strategies are mostly used as a foundation for another investment advisors' advisory programs.

Sellars Absorbent Materials, Inc. manufactures shop towels, disposable wipers, and sorbent products. Its products can be found in big box retailers as well as janitorial and sanitary maintenance, industrial, safety, and specialty distributors. The company was founded in 1985 and is headquartered in Milwaukee, WI.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Lake Country Capital LLC (Lake Country Capital) is a private equity firm founded by Ann Ferreira, Gregory Larson and Andrew Leonard. The firm is headquartered in Edina, Minnesota.

Creekridge Capital LLC engages in financing activities. It offers vendor financing, direct markets and portfolio services. The firm also provides healthcare and technology services. The company is headquartered in Edina, MN.

Hitachi Capital America Corp. operates as a leasing and financial services company. It offers asset based financing solutions with their business focus on truck finance, vendor finance, lease discounting, and software financing. The company was founded in October 1989 and is headquartered in Norwalk, CT.

Cetera Investment Services LLC provides brokerage, insurance and investment advisory services. It offers solutions in the areas of education and training, practice management, sales support, marketing and compliance for financial professionals; and wealth management programs. The company was founded in 1984 and is headquartered in St. Cloud, MN.

BerganKDV Ltd. operates as a business advisory firm. It services include business planning and consulting tax; assurance and accounting; technology; wealth management; and turnaround management. The company is headquartered in Waterloo, IA.

Part of Avalon Spirits Corp., Tss Brands LLC wholesales wine and alcoholic beverages. The company is located in the US. Tss Brands was acquired by Avalon Spirits Corp. on September 21, 2023.

US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles.

Part of Federated Hermes, Inc., Investment Advisers, Inc. is a company that provides investment and other related financial services. The company is based in Bloomington, MN. Investment Advisers was acquired by Federated Hermes, Inc. from Lloyds TSB Group Plc on September 20, 2000.

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.

Part of Vermilion Capital Management LLC, Vermilion Technical Research LLC provides investment research. The company is based in Edina, MN. The company was founded in 2006 by Joseph W. Jasper.

Vermilion Capital Management LLC (Vermilion) is an independent hedge fund manager headquartered in Minneapolis, Minnesota. The firm was founded by Joseph Jasper and David Nicoski in 2005. Vermilion manages investments for institutions and high net-worth individuals.

Ronald McDonald House Charities-Upper Midwest is a non-profit organization that provides a comfortable and caring home away from home for families with seriously ill children. The organization operates four locations in the Twin Cities and a fifth location in Duluth, MN, which opened in early 2021. The private company is based in Minneapolis. RMHC-UM offers complimentary lodging, meals, and supportive services to more than 6,400 families each year.