Sue M. Burkhard

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

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.

Westwood Management Corp. (WMC) is a registered independent wealth management firm headquartered in Chicago, Illinois. The firm was founded by Michael Perlow in 1976. WMC provides investment advice to high net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations and other businesses.

Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, pooled investment vehicles, and sovereign wealth funds.

First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses.

Bridges Investment Management, Inc. (BIM) is a registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1994 and they are a direct subsidiary of Bridges Holding Co., ultimately owned by McCarthy Group LLC. BIM provides investment services to individuals, investment companies, trusts, estates, retirement plans, private funds, corporations and other entities, family offices, banks or thrift institutions, foundations and other charitable organizations.

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.

Summit Hotel OP LP engages in the provision of investment services. It focuses on acquiring and owning premium-branded select-service hotels in the upper midscale and upscale segments of the U.S. lodging industry. The company was founded on June 30, 2010 and is headquartered in Austin, TX.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.

Kiewit Construction Co. provides construction services to the transportation, power, communications, and marine industries. The company is headquartered in Omaha, NE.

Smeal Fire Apparatus Co. operates as a manufacturer, inventor, and innovator of customized fire apparatus. It offers custom and commercial pumpers, stainless steel tanker, aerial ladders, platforms, tractor drawn aerial (TDA), and windland urban interface (WUI) vehicles. The company was founded in 1955 and is headquartered in Snyder, NE.

Madonna Rehabilitation Hospital provides health care services. Its services include spinal cord injury, traumatic brain injury, stroke, pulmonary and neurological. The company was founded in 1958 and is headquartered in Lincoln, NE.

Bank Teller Ltd. provides electronic payments transfer services. The company is headquartered in London, the United Kingdom.

SilverStone Group, Inc. engages in the provision of insurance services that offers risk management and employee benefits. Its services include HR consulting, property and casualty coverage, risk management, employee benefits, business insurance, and financial planning services. The company was founded by Ruth Nelson and H. H. Nelson in 1945 and is headquartered in Omaha, NE.

DLR Group, Inc. provides architectural and interior design services. It specializes in corporate, educational, justice, sports and entertainment facilities. The company was founded by Bill Larson, Jim Roubal and Irv Dana in 1966 and is headquartered in Omaha, NE.

Olsson, Inc. provides design and consulting engineering services. It offers community planning, program management, structural engineering, surveying, and hydrogeology. The company was founded by John E. Olsson in 1956 and is headquartered in Lincoln, NE.

Heartland Family Service operates as a non-sectarian counseling agency. It provides human services to the individuals and families who shape the future of community in the following focus areas: Child & Family, Counseling & Prevention and Housing & Financial Stability. The company was founded in 1875 and is headquartered in Omaha, NE.

American National Bank operates as a nationally chartered commercial bank. Its services include personal and business banking, loans, savings and mortgages. The company is headquartered in Omaha, NE.

WoodSpring Suites LLC engages in the management and provision of extended stay hotels and apartments. It offers temporary lodging services and franchises its brand name to hotel developers and entrepreneurs. The company was founded by Jack P. DeBoer in 2003 and is headquartered in Wichita, KS.

Avior Wealth Management LLC (Avior) is an independent, SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded by Kent Nelson, Burton Van Denburg and Britt Campbell in 2008 as Nelson, Van Denburg & Campbell Wealth Management Group LLC. They rebranded as Avior Wealth Management in 2021. Avior provides investment advisory services to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, or charitable organizations, and corporations or business entities.

Heritage Services, Inc. provides religious, educational, and financial fundraising services. The non-profit company is based in Omaha, NE.

D.A. Davidson & Co. (Investment Management) (DAD-IM) is the investment management division of D.A. Davidson & Co., a registered broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a wholly owned subsidiary of D.A. Davidson Companies, a financial service holding company. DAD-IM provides professional money management services to a variety of individual and institutional clients.

The Robert B. Daugherty Foundation is a philanthropic organization that invests in projects and organizations that demonstrate potential to meet substantiated community needs with high impact. The foundation is based in Omaha, NE. The private company prioritizes effective leadership, mission expertise, diversified income streams, and broad-based community support. The foundation is committed to conducting business with the highest degree of ethics and integrity, practicing independent judgment with effective collaboration, and sustaining unwavering commitment to operational excellence and transparency.

The Robert B. Daugherty Foundation is a philanthropic organization that invests in projects and organizations that demonstrate potential to meet substantiated community needs with high impact. The foundation is based in Omaha, NE. The non-profit company prioritizes effective leadership, mission expertise, diversified income streams, and broad-based community support. The foundation is based on the core values of passion, integrity, and accountability, and operates with the highest degree of ethics and transparency. The company conducts rigorous, fact-based due diligence and recruit an efficient, performance-driven team.