Mike Valencia

The Park National Bank (Investment Management) (PNB-IM) is the investment management division of The Park National Bank (PNB), which is headquartered in Newark, Ohio. The firm is a subsidiary of Park National Corp. (NYSE: PRK), a bank holding company. PNB-IM was founded in 1908 and manages separate portfolios for individuals and institutions. In addition to general banking and trust business, the affiliated county seat banks in the corporation also provide specialized financial services including aircraft leasing, municipal finance, and consumer lending.

PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.

Mid-Continent Capital LLC (MCC) is a wealth management firm headquartered in Chicago, Illinois. The firm was founded by John Mabie in 1983. They were acquired in 2023 by Connectus Wealth LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). MMC specializes in the management of equity and fixed income portfolios for private individuals and institutions.

State Farm Insurance Cos. provides personal property and casualty insurance services. It also offers auto insurance quotes, auto, home, life and health policies. The firm also provides commercial auto insurance coverage for renters, business owners, boats and motorcycles. The company was founded by George Jacob Mecherle in 1922 and is headquartered in Bloomington, IL.

Alloya Solutions LLC is a registered investment advisor headquartered in Naperville, Illinois. The firm was founded in 2002 and is a wholly-owned subsidiary of Alloya Corporate Federal Credit Union. Formerly known as Balance Sheet Solutions LLC, they renamed and rebranded as Alloya Solutions LLC in 2020. Alloya Solutions provides investment and liquidity solutions specifically for credit unions.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Part of RSM US LLP, Altschuler Melvoin & Glasser LLP provides accounting services. The company is based in Chicago, IL. Altschuler Melvoin & Glasser was acquired by RSM US LLP on November 20, 2006.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Wintrust Investments LLC (WTI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1931 and formerly known as Wayne Hummer Investments LLC and changed their name to Wintrust Investments LLC in 2018. They are a subsidiary of Wintrust Bank, NA, which is owned by Wintrust Financial Corp. (NASDAQ: WTFC). WTI provides portfolio management services to individuals, high-net worth individuals, banking or thrift institutions, corporate pension and profit-sharing plans, foundations, endowments, trust programs, and other US institutions.

Bosch Robert LLC engages in the manufacture and market of automotive original equipment. Its products include automation, mobile products, power tools, security technology, thermo-technology, packaging equipment and household appliances. The company was founded by Robert Bosch in 1886 and is headquartered in Farmington Hills, MI.

G-51 Capital Management LLC (G-51 Capital Management) is a venture capital firm founded in 1996 by Rudy Garza. The firm is headquartered in Austin, Texas.

GE Consumer Finance provides mortgages, credit cards and personal loans. The company is headquartered in Holladay, UT.

Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong.

The Illinois Certified Public Accountants Society operates a professional association of certified public accountants. The private company is based in Illinois. Todd Shapiro has been the CEO of the American company since 1998.

Invesco Senior Secured Management, Inc. (ISSM) is a SEC-registered investment advisor headquartered in New York City and has offices in Chicago, Denver and London, UK. Founded in 1990, the firm is directly owned by Invesco Advisers, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ISSM provides investment advisory services to privately placed pooled investment funds which include CLOs, as well as mutual funds, ETFs and SMAs.

Total Clarity Wealth Management, Inc. (Total Clarity) is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Charles, Illinois. The firm was founded by Terrance Murphy in 2006. Total Clarity provides investment management and financial planning services to families and businesses throughout the US.

Brady Investment Counsel LLC (Brady) is an independent wealth management firm headquartered in Normal, Illinois. The firm was founded by David Brady in 2003. Brady specializes in actively managed equity investment portfolios. They also offer ETFs and balanced investment strategies. Their typical client is either an individual or a charitable institution.

U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors.

Part of Stitch Fix, Inc., Stitch Fix UK Ltd. is an online clothing store based in London, UK. The British company operates online clothing stores. The company was founded in 2018 by Katrina Lake and she has been the CEO since then.

Ningbo Chisage Mulsanne Holding Co., Ltd. is an investment holding private company based in Ningbo, China.