Daniel Doyle

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.

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.

California Bankers Association provides legislative advocacy and regulatory advocacy to the banking industry. The non-profit company is based in San Francisco, CA and has subsidiaries in United States. Simone F. Lagomarsino has been the CEO of the company since 2017.

University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. It is located in Stockton, California.

JPMorgan Asset Management Holdings, Inc. provides asset management services. It serves institutional and individual investors, managing portfolios, and retirement plans for corporations, governments, and foundations. The company was founded on June 5, 2000 and is headquartered in New York, NY.

Pelco, Inc. designs, develops, and manufacture video security systems. It provides video surveillance equipment including closed circuit television systems, monitoring units, video surveillance cameras, video recorders, and accessories. The company was founded in 1957 and is headquartered in Fresno, CA.

Bank of the West operates as a state chartered commercial bank. It offers retail banking, small and medium enterprise banking, pacific rim banking, commercial banking, wealth management, and personal finance. The company was founded in 1874 and is headquartered in San Francisco, CA.

Westamerica Bank engages in the provision of consumer and commercial financing activities. The company was founded in 1884 and is headquartered in San Rafael, CA.

United Security Bank operates as a state chartered commercial bank. It offers online banking, online bill payment, 24-hr full service ATM’s, wire transfer services, safe deposit boxes, merchant card services, money orders and cashiers checks, wealth management services, courier services, remote capture and cash management. The company was founded in 1987 and is headquartered in Fresno, CA.

Baker Storey McDonald Properties, Inc. serves the retail real estate community throughout the central south. The combined experience and knowledge of David Baker, Carl Storey, Allen McDonald, and a team of talented professionals offer a unique advantage in accomplishing your retail real estate needs.

Charles McMurray Co. is a hardware supplier that has been in business since 1946. The private company is based in Sacramento, CA. The company offers a wide range of hardware products and provide expert advice to their customers. The company also offers personalized support to help their customers succeed. Charles McMurray does not sell to the general public and current customers can request web access.

The Oregon Bankers Association is a full-service trade association that represents state and national commercial banks, savings banks, and trust companies. The non-profit company is based in Salem, OR, and the CEO of the company is Linda Wilhelms Navarro. The association was established in 1905 and offers quality training, information, and educational services to its members. The association promotes and integrates diversity, equity, and inclusion across its organization and the banking industry it serves.

Part of Oak Valley Bancorp, Oak Valley Community Bank is a state chartered commercial bank. The company is based in Oakdale, CA. Christopher M. Courtney has been the CEO of the company since 1996.

Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities.

The Association of International Certified Professional Accountants, also known as aicpa® & cima®, is a global organization with 689,000 members, students, and professionals. The joint venture company is based in Durham, NC and has subsidiaries in the United Kingdom and United States. The organization is a leading authority in the field of accounting and finance, advocating for the profession, public interest, and business sustainability.