Todd Swanson

Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017.

Super Wash, Inc. is the largest self-serve and touchfree automatic car wash franchise in the United States with 280 locations nationwide. The private company is based in Morrison, IL. The company has been family owned and operated since 1976 and prides itself on giving back to the community. Super Wash is powered by Tempera & WordPress.

Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD.

Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors.

Burke & Herbert Bank & Trust Co. (BHT) is the investment management subsidiary of Burke & Herbert Bank & Trust Co. (Virginia) (OTCMKTS: BHRB). The firm is headquartered in Alexandria and has branches throughout the State. Founded in 1852 by the Burke and Herbert families, BHT provides investment advisory services to individuals, families and businesses in the Northern Virginia area.

eFunds Corp. delivers risk management, payment, and outsourcing solutions. The firm also provides services to financial institutions, financial services companies, electronic funds networks, retailers, government agencies and telecommunications companies. The company was founded in 1984 and is headquartered in Scottsdale, AZ.

THL/Cannae Investors LLC provides technology enabled human resources and payroll processing services. The firm’s products include Human Capital Management, Dayforce HCM, Dayforce global Solutions, small business payroll & HR and Ceridian services. It specializes in tax services, employee benefits administration, corporate wellness and employee assistance, employee retention and recruitment services. The company was founded in 1992 and is headquartered in Minneapolis, MN.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Delta Dental of Minnesota provides dental benefits plans. The company was founded in 1969 and is headquartered in Minneapolis, MN.

Calamos Advisors LLC is a SEC-registered investment advisor headquartered in Naperville, Illinois. The firm was founded by John Calamos, Sr. in 1977 and is a wholly-owned subsidiary of Calamos Investments LLC, ultimately held by Calamos Family Partners, Inc. Calamos Advisors provides investment management services to institutional clients such as corporations and financial institutions, registered investment companies or mutual funds, closed-end funds, charitable institutions, foundations and endowments, corporate pensions, profit sharing and other retirement plans, municipalities, individuals, Taft-Hartley plans, and pooled investment vehicles.

Guggenheim Funds Distributors LLC (GFD) is a registered investment advisor headquartered in Chicago, Illinois. Formerly known as Guggenheim Distributors LLC, the firm is a subsidiary of Guggenheim Funds Services LLC and their ultimate parent is Guggenheim Partners LLC. GFD offers strategic investment solutions for financial advisors and their clients.

M.A. Mortenson Co. provides construction and management services. It specializes in consulting, project delivery, and facility management. The firm also offers its services to corporate, healthcare, heavy civil, hospitality, real estate, solar, sports and event centers, transportation, and water/waste water industries. The company was founded by M. A. Mortenson Sr. on April 1, 1954 and is headquartered in Minneapolis, MN.

CIFC Investment Management LLC (CIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1993 as Deerfield Capital Management LLC and became CIFC Investment Management in 2018. They are wholly owned directly by CIFC Capital HoldCo LLC, which is an indirect subsidiary of CIFC LLC. CIM primarily provide investment management services to pooled investment vehicles that are CLOs and to private funds and investors that invest in corporate and structured credit.

Carlson, Inc. operates hotels and restaurants. It offers hospitality and travel management services to organizations operating in oil and gas, diversified resources and mining, offshore, marine services, and alternative energies sectors; and government institutions and non-governmental organizations. The firm's Its brands include Radisson Hotels & Resorts, Radisson Seven Seas Cruises, and Carlson Wagonlit Travel, among others. The company was founded by Curtis L. Carlson in 1938 and is headquartered in Minnetonka, MN.

Legal & General Investment Management America, Inc. (LGIM America) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2006 and is a wholly-owned subsidiary of Legal & General Investment Management US (Holdings), Inc., ultimately held by Legal & General Group PLC (LON: LGEN) in Great Britain. LGIM America provides investment management services on a fully discretionary basis to institutional clients (corporations, healthcare agencies, non-profit, educational institutions, public plans and Taft-Hartley multi-employer plans).

International Franchise Association is a non-profit organization, which represents and protects the interests of the franchise community. The company was founded in 1960 and is headquartered in Washington, DC.

World Data Products, Inc. provides information technology hardware solutions. It offers parts and repair services, which includes server, networking, laptop, work station, desktop, printer and peripheral repair services, replacement parts, sourcing parts and parts services. The firm provides its services for information technology, healthcare, education, retail and manufacturing industries. The company was founded in 1987 and is headquartered in Plymouth, MN.

Spectrum Health Ventures (Spectrum Health Ventures) is a venture capital subsidiary of Spectrum Health System, founded in 2017. The firm is headquartered in Grand Rapids, Michigan.

Old Republic Insurance Co. provides casualty insurance services. The firm offers insurance services to blue-collar businesses that operate in metals, stone, clay, glass, and wood products. The company was founded in 1935 and is headquartered in Greensburg, PA.

Avante Capital Partners (Avante Capital Partners) is a private equity firm founded in 2009 by Jeri J. Harman and Steve E. Adamson. The firm is headquartered in Los Angeles, California.

Northwestern Mutual Capital LLC (Northwestern Mutual Capital) is a private equity firm founded in 1980. The firm is headquartered in Milwaukee, Wisconsin.

Fuzzy's Taco Opportunities LLC owns and operates restaurant. The company was founded in 2003 and is headquartered in Fort Worth, TX.

NRD Capital Management LLC (NRD Capital) is a private equity firm founded in 2014 by Aziz Hashim. The firm is headquartered in Atlanta, Georgia.

Press Ganey Associates LLC engages in the development and provision of healthcare performance improvement solutions. The firm offers software suites for hospitals, medical practices, outpatient settings, home-care, and clinics. It provides strategic consulting services and transformational solutions for safety, clinical excellence, patient experience, and workforce and engagement. The company was founded by Irwin Press and Rodney F. Ganey in 1985 and is headquartered in South Bend, IN.