Richard Poirier

Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities.

State Bar of Wisconsin operates as a bar association. The private company is based in Madison, WI and has subsidiaries in United States.

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

The Association of Corporate Counsel is a bar association that promotes the common professional and business interests of in-house counsel through information, education, networking, and advocacy. The non-profit company is based in Washington and has subsidiaries in the United States. Joining ACC provides access to valuable, supportive resources for every stage of your career. Veta T. Richardson has been the CEO of the American company since 2011.

SPC Financial, Inc. (SPC) is a registered independent investment advisor headquartered in Rockville, Maryland. The firm was founded by William Chatfield in 1970 as Suburban Planning Corp. SPC provides financial planning and portfolio management services for individual, corporate, institutional, ERISA funds, and charitable clients.

Blackthorne Partners Ltd. (Blackthorne Partners) is a private equity firm founded by John F. Syburg and Mark Robert Zellmer in 2006. The firm is headquartered in Mequon, Wisconsin.

Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.

Riviera Capital Partners LLC (Riviera Capital Partners) is a private equity firm founded in 2018 by Christopher Jenkins and Alex Wang. The firm is headquartered in Newport Beach, California.

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.

Wisconsin Gas LLC engages in the production and distribution of natural gas. Its services include electricity, natural gas, district energy (steam), and outages and leaks. The company was founded on March 27, 1852 and is headquartered in Milwaukee, WI.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients.

CollectiveHealth, Inc. provides self-insurance platform. Its platform helps organizations and its consultants to design, administer and optimize employee health benefit programs harnessing the power of data science and technology in ways that have simply not been possible to-date. The company was founded by Ali Diab, Kent Keirsey, Rajaie Batniji and Preston Tollinger in October 2013 and is headquartered in San Francisco, CA.

Aspirus Wausau Hospital, Inc. operates as a medical center. Its services include birthing services, behavioral health, cardiac rehab, genetic counseling, hospice, joint replacement, lifeline, medical transport, nutrition counseling and orthopedics. The company was founded in 1886 and is headquartered in Wausau, WI.

Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients.

HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments.

Johnson Financial Group, Inc. provides financial services. It specializes in the areas of banking, wealth, and insurance. The company was founded by Samuel Curtis Johnson II in 1970 and is headquartered in Racine, WI.

BMO Bank NA provides personal, business, and commercial banking products and financial advisory services. Its personal banking products and services include checking accounts; statement savings accounts, money market accounts, and certificates of deposit (CD); fixed and adjustable rate mortgages; credit cards, loans and lines of credit, and retirement accounts and investments; home equity, personal loans and lines of credit, and auto loans; and online banking, mobile banking, phone banking, payment and deposit, cross-border banking for Canadians, and switch kit services. The company was founded in 1882 and is headquartered in Chicago, IL.

Sit Investment Associates, Inc. (Sit Investment) is a privately-owned, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Eugene Sit in 1981. Sit Investment manages client assets on a discretionary basis for several types of clients, which includes public and private institutional investors, pension funds, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations, insurance companies, municipalities, registered investment companies, private investment companies, collective investment trusts and high-net-worth individuals.

Johnson Bank (Investment Management) (Johnson Bank-IM) is the investment management division of Johnson Bank, an international financial services company headquartered in Racine, Wisconsin. The firm is a subsidiary of Johnson Financial Group, Inc., a banking and financial services firm. Founded in 2007, Johnson Bank-IM offers banking, trust, insurance and investment solutions to individuals, families and businesses.

Standard Process, Inc. provides nutritional whole food supplements. It offers MediHerb that provides healthcare professionals with herbal products that unlock the healing power of plants by combining traditional knowledge with clinical experience and scientific research. The company was founded by Royal Lee in 1929 and is headquartered in Palmyra, WI.

International Council of Shopping Centers, Inc. serves the global retail real estate industry. Its programs include webinars, global awards program, exhibit, sponsorship and advertising, opportunities. The company was founded in 1957 and is headquartered in New York, NY.

State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX.

Legal & General Investment Management America, Inc. (LGIM America) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Legal & General Investment Management US (Holdings), Inc., ultimately held by Legal & General Group PLC (LON: LGEN) in Great Britain. Founded in 2006, LGIM America provides investment management services on a fully discretionary basis to affiliated and non-affiliated institutional investors, which includes public and private pension plans and pension funds, private funds, collective investment trusts, insurance companies, other employee benefit plans, Taft-Hartley plans, corporations, and trusts, as well as to the adviser of the mutual funds.

The Connecticut Forum provides live and unscripted conversations among renowned experts and celebrities, and community outreach programs including the Connecticut YOUTH Forum. The company was founded in 1992 and is headquartered in Hartford, CT.