Terri Matchett

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name to DWS as part of the rebranding of Deutsche Asset Management. They are a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for their municipal bond strategies through wrap fee programs.

National Wine & Spirits, Inc. distributes wines and spirits. It supplies its products to restaurants, liquor stores and retailers. The firm maintains a distribution network consisting of master warehouses, hyper-terminals and cross docking facilities. The company was founded in 1934 and is headquartered in Indianapolis, IN.

RREEF America LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1975 and is a direct subsidiary of RoPro US Holding, Inc., ultimately owned by Deutsche Bank AG (ETR: DBK), a publicly held banking corporation organized under the laws of Germany. RREEF provides investment and advisory services to funds and institutional clients on a discretionary and non-discretionary basis.

Hovde Capital Advisors LLC is an independent hedge fund manager headquartered in Madison, Wisconsin. The firm was founded by Eric Hovde in 1994 and manages the assets of high-net-worth clients.

Merrill Lynch Ventures LLC is a venture capital firm headquartered in New York City. The firm is a division of the Merrill Lynch Global Markets & Investment Banking Group and their ultimate parent is Bank of America Corp. (NYSE: BAC).

Marquette Asset Management LLC (Marquette) is a wealth management firm registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2005 by John Beuerlein, John Pohlad and John Fabie. They are a subsidiary of Marquette Wealth Management LLC. Marquette provides wealth management services to high net worth and other individuals and their trusts, private foundations, donor-advised funds, and other entities.

K.R. Drenth Trucking, Inc. operates as a trucking and heavy equipment supplier. Its service include transportation hauling and equipment. The company was founded in 1987 and is headquartered in Lynwood, IL.

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.

Hammond Kennedy Whitney & Co., Inc. (HKW) is an independent private equity firm founded in 1903. The firm is headquartered in Indianapolis, Indiana.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Harris Harper Counsel, Inc. (HHC) is an independent, SEC-registered investment advisor headquartered in Roanoke, Indiana. Founded in 1987, HHC provides personalized confidential investment management advice to individuals, partnerships, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses.

Water Tower Capital LLC provides fund management and financial advisory services. The company's services include financial restructuring, due diligence, securitization, valuation, fairness opinion, litigation consulting, and board advisory services. Water Tower was founded in March 2001 and is headquartered in Chicago, IL.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

INDUS Enterprise Solutions, Inc. provides information technology support services. Its services include software development, database design, system administration and maintenance, systems integration, software and network engineering, web services-enabled solutions, and information systems security. The company was founded by Aaron B. Floyd in 1986 and is headquartered in Vienna, VA

Indiana University Health Ball Memorial Hospital, Inc. provides general medical and surgical services. It serves as a teaching hospital, provides internships, and residency programs in specialties such as internal medicine and family practice. The company was founded in 1929 is headquartered in Muncie, IN.

Vanderbilt University Medical Center operates as a academic medical center. It provides patient care, research, and biomedical education services. The company is headquartered in Nashville, TN.

Corporate Visions, Inc. engages in the provision of marketing messaging, content, and sales skills training services. It offers conversation solutions such as Create Value, Elevate Value, Capture Value, and Expand Value. The company was founded in 1984 and is headquartered in Reno, NV.

Gateway Community Services, Inc. provides mental health care services. It services include intervention detoxification for adults and adolescents, assessment services for adults and adolescents first step camp, residential treatment for adults and adolescents women with children, outpatient treatment recovery housing and prevention programs. The company was founded in 1978 and is headquartered in Jacksonville, FL.

Browning Investments LLC manufactures cement sealants. The private company is based in Indianapolis, IN. John Hirschman has been the CEO of the company since 2013.

Ball State University Foundation manages and administers university-related funds for the support of scholarships, programs and projects. The company was founded in 1951 and is headquartered in Muncie, India.

Retirement Planning Services LLC engages in providing investment advice. It offers retirement planning, investment management, life transition planning and business planning services. The company is headquartered in Knoxville, TN.

Donaldson Capital Management LLC (DCM) is an independent, SEC-registered investment advisor headquartered in Evansville, Indiana and was founded in 1995 by Gregory Donaldson. DCM provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, foundations, corporations and other business entities.

Woodmen of the World Life Insurance Society (Invt Port) (dba WoodmenLife) is the investment portfolio division of Woodmen of the World Life Insurance Society, a not-for-profit fraternal benefit society headquartered in Omaha, Nebraska. WoodmenLife manages client’s investment portfolio.