Steve Lindgren

Crown Wealth Group LLC (Crown Wealth) is an independent registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by Nicholas “Nick” Kolbenschlag in 2018. Crown Wealth offers discretionary and non- discretionary ongoing portfolio management services to ultra-wealthy individuals, families and businesses.

Charlotte Economics Club operates an organization. It provides leadership in the use and understanding of economic information. The company was founded in January 1996 and is headquartered in Charlotte, NC.

Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.

Office of the Comptroller of the Currency regulates and supervises all nationally chartered commercial banks in the United States. It covers bank management, bank operations, and international banking. The company is headquartered in Washington, DC.