Annell McKee Danczyk

Chase Investment Counsel Corp. (Chase) is an independent, SEC-registered investment advisor headquartered in Charlottesville, Virginia. Chase was founded by Derwood S. Chase, Jr. in 1957 to provide investment management to individuals and families throughout Virginia.

ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals.

Bell Bank engages in managing trust portfolios and individual insurance company portfolios. The company was founded in 1966 and is headquartered in Fargo, ND.

Davidson Investment Advisors, Inc. (DIA) is a registered investment advisor headquartered in Great Falls, Montana. The firm was founded in 1975 and is a wholly-owned subsidiary of D.A. Davidson Cos. DIA offers investment advisory services to a variety of clients including corporations, employee benefit plans, foundations, trusts and high net worth individuals.

Voya Financial Advisors, Inc. (VFA) is a dually registered investment advisor and broker/dealer headquartered in Windsor, Connecticut. Formerly known as ING Financial Partners, Inc., the firm was founded in 1994 as Washington Square Securities, Inc. They are a subsidiary of Voya Holdings, Inc., which is owned by Voya Financial, Inc. (NYSE: VOYA). VFA provides investment advisory services to individuals (including high net-worth individuals), pension and profit-sharing plans (and plan participants), charitable organizations, corporations and other businesses.

Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities.

The Joint Commission on Accreditation of Healthcare Organizations is based in Oakbrook Terrace, IL and has subsidiaries in the United States. The non-profit company operates as an organization that provides certification and accreditation for healthcare companies.

Cobblestone Asset Management LLC provides personalized and hands-on financial services, including investment management, financial planning, and consulting services. Cobblestone Asset Management is based in Richmond, VA. Richard Robert Krafcik has been the CEO of the private company since 2007. The company focuses on educating clients about financial concepts and helping them make informed decisions.

Part of International Business Machines Corp., IBM Research is a corporate research lab with over 3,000 researchers in 19 locations across six continents. The company is based in Yorktown Heights, NY and was founded by Thomas Boudalier. The company invests in breakthroughs such as artificial intelligence, quantum computing, and blockchain technology. IBM Research is dedicated to applying AI and science to industry challenges, from healthcare to environmentalism to retail.

Part of Billings Clinic, Logan Health operates as a hospital. The company is based in Kalispell, MT. The company was founded in 1910. The CEO is Craig Lambrecht. Logan Health was acquired by Billings Clinic on September 01, 2023.