Kendra Dawn Baranko

Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.

BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans.

Montana Board of Investments is a state-owned pension fund manager headquartered in Helena, Montana. The firm was founded by the Montana legislature in 1972. Montana Board of Investments provides prudent investment management of state and local government funds. They work with financial institutions, state agencies, and local governments to enhance and expand Montana’s economy, assist new and expanding Montana businesses, and lend low-interest funds to eligible governments for a variety of projects.

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.

PrintingForLess.com, Inc. provides commercial printing services. Its PFL Pro a reseller program is designed to make it easy for designers, marketing agencies and print brokers. The firm offers a variety of specialty products and services for the needs of businesses, from small to large and custom solutions include API integration, product development, franchise support, and private print shops. The company was founded in 1996 by Andrew S. Field and is headquartered in Livingston, MT.

Joel Isaacson & Co. LLC (JIC) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Joel Isaacson in 1993 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JIC provides wealth management services and portfolio management services primarily to high net-worth individuals, and occasionally to corporate pension and profit-sharing plans, charitable trusts and non-high net-worth individuals.

WEG Holdings LLC engages in the provision of single-family housing construction services. The company is headquartered in St. Paul, MN.

Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses.

Truepoint, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by Michael J. Chasnoff in 1990. Truepoint offers wealth management and financial advisory services to individuals (mass affluent to high-net worth), families, trusts and institutional relationships (corporations, foundations and qualified plans).

Windgate Acquisition Ltd. is a development-stage company that focuses on acquiring, operating and managing hospitality properties across the United States. It plans to target properties in several areas, including downtown centers, airports, and suburban locations. Each hotel that the company will acquire will be strategically located and intended to serve as a hospitality provider for its selected market. The company will concentrate its efforts in acquiring, operating and managing mid-priced hotels; however, from time to time the company may also consider opportunities in low-price or discount hotels and premium, higher-priced hotels. It plans to continuously identify, refine, evaluate and analyze potential merger and acquisition opportunities in the hospitality sector. The company will typically seek undervalued or under-performing hotel properties that can be rehabilitated or improved, such that it can realize a significant return on its investment. The company was founded on January 11, 2011 and is headquartered in Bozeman, MN.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Noble Investment Group LLC is an Independent Private Equity firm founded in 1993 by Mitesh B. Shah. Noble Investment Group LLC is headquartered in Atlanta.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Dwyer Engineering, Inc. provides survey and civil engineering services. Its services include plot and grading plans, erosion control, design-build projects, off-site improvements, land surveying, water rights, and mining claims. The company was founded 1994 and is headquartered in Las Vegas, NV.

Thrivent Asset Management LLC (TAM) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. Founded in 2005, the firm is a wholly-owned subsidiary of Thrivent Financial Holdings, Inc., which in turn is a wholly owned subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. TAM provides investment advisory services to the Thrivent Mutual Funds, a registered investment company under the Investment Company Act of 1940 comprised of various mutual fund series.

The Wealth Enhancement Group, Inc. provides investment advisory services. Its services include tax-efficient wealth accumulation planning, asset protection, estate tax, charitable, business, executive benefit, fringe benefit, education, retirement planning and investment and asset allocation planning. The company was founded by Michael S. Ross in October 1996 and is headquartered in Alpharetta, GA.

Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors.

Foster Victor Wealth Advisors LLC (Foster Victor) is an independent, SEC-registered investment advisor headquartered in Greenville, South Carolina. Formerly known as Ben Advisors LLC, the firm was founded in 2016 and is wholly owned by Paul W. Foster, Robert T. Victor and Kylie K. Felker. Foster Victor offers investment management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business entities.

TA/WEG Parent LLC operates as a venture capital firm. The company is headquartered in Plymouth, MN.

TNF LLC (do-business-as True North Financial) is an independent registered investment advisor headquartered in Billings, Montana. The firm was founded by Tyler D. Vogele. True North Financial provides discretionary investment supervisory and management services on a continuous basis to individuals, high net worth individuals, retirement plans, charitable organizations, trusts, foundations, businesses, and 401K plans.

Part of TA Associates Management LP, WEG Consolidated LLC is a company that provides investment services. The company is based in Boston, MA.

Grubb & Ellis Catalyst operates as a brokerage and property services company in the Northern Rocky Mountain region. Its services include commercial real estate brokerage, property services, and real estate consulting. The firm also provides coordinated landlord leasing services. The company serves tenants, landlords, developers, and investors, as well as major corporations and entrepreneurs in the disciplines of commercial real estate, including office, retail, industrial, investment properties, multi-family, hospitality, land, and 1031 investments. Grubb & Ellis Catalyst was founded in 2010 and is headquartered in Bozeman, MT.

NorthCrest Asset Management LLC (NorthCrest) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2021 and is a wholly owned subsidiary of Wealth Enhancement Group LLC (WEG). NorthCrest primarily acts as sub-adviser to Wealth Enhancement Advisory Services LLC (WEAS), a registered investment adviser separates from but affiliated with NorthCrest through common ownership under WEG, to provide investment strategies for the benefit of its clients.

Qubits Ventures Management Company LLC (Qubits Ventures) is a venture capital firm founded in 2021 by Nardo Manaloto. The firm is headquartered in Pasadena, California.

Part of Atlas Copco AB, Montana Instruments Corporation is a company that provides cryostat solutions for customers involved in physics research and low temperature technology solutions. The company is based in Bozeman, MT. The company was founded by Luke Mauritsen. The CEO is Mark Carroll. Montana Instruments was acquired by Atlas Copco AB on November 21, 2022.