Carol Schleif

BMO Family Office LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. It was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSE: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to high-net worth individuals, families, personal trusts, and family offices.

Abbot Downing Investment Advisors is an investment advisor headquartered in Minneapolis, Minnesota. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). They provide investment management services to a small number of individuals and families, as well as their endowments and foundations.

Founded in 1986, Lowry Hill Investment Advisors, Inc., formerly Norwest Capital Advisers, is a registered investment advisor located in Minneapolis, Minnesota. The firm manages investments exclusively for wealthy individuals and families. They are a subsidiary of Wells Fargo & Co. (NYSE: WFC)

First Trust Corp. operates as a bank holding company. The company is headquartered in New Orleans, LA.

CFA Society of Minnesota operates as a non-profit organization of financial analysts, portfolio managers, and other investment professionals. It offers educational programming, career resources, membership support, networking, and leadership opportunities. The company was founded on September 8, 1952 and is headquartered in Minneapolis, MN.

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.