Benjamin William Kuhn

CornerCap Investment Counsel, Inc. (CornerCap) is an independent registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Thomas Quinn and Gene Hoots in 1989. CornerCap provides guidance and tailored portfolio management services to high-net-worth individuals, group retirement plans, foundations, endowments, and other types of clients. The firm is also investment adviser to The CornerCap Group of Funds and to CornerCap Fundamentrics® Large Cap ETF.

Part of McKesson Corp., Source Informatics, Inc. is a company that provides healthcare information services. The company is based in Phoenix, AZ. Source Informatics was acquired by NDCHealth Corp. on August 20, 1997 for $92.60 million.

Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products.

Jensen Investment Management, Inc. (Jensen) is an independent, employee-owned SEC-registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by Val Jensen in 1988 and provides investment management services to a wide array of individual and institutional clients, including private clients, pension plans, foundations, endowments and other businesses. In addition, Jensen acts as the investment adviser to various mutual funds and a collective investment fund.

Fidelity Investments Canada ULC (FIC) is a Canadian investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of FIC Holdings ULC and their ultimate parent is 483A Bay Street Holdings LP in Bermuda. Founded in 1987, Fidelity Investments Canada provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high-net-worth program.

Destination Wealth Management, Inc. (DWM) is an independent, SEC-registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Michael Yoshikami in 1986. DWM provides discretionary investment advisory and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

Passport Capital LLC (Passport) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 2000 by John H. Burbank III. Passport serves as the investment manager to privately offered pooled investment vehicles.

Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV.

Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors.

Keesal, Young & Logan is a private company that provides legal services. The company is based in San Francisco, CA.

Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts.

Three Bell Capital LLC provides financial services. It offers private wealth management, corporate retirement plans, and private placement transactions. The company was founded by Jon Porter and is headquartered in Los Altos, CA.

Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations.

HC Advisors LLC is an independent, SEC-registered investment adviser and wealth management firm headquartered in Sandy Springs, Georgia. The firm was founded by Daniel Henning in 2012. HC Advisors offers personalized investment advisory services to high net-worth individuals, business owners, and corporate executives.

Vigeo Investments LLC (Vigeo Investments) is a private equity firm founded in 2017 by Skye A. Callantine. The firm is headquartered in Denver, Colorado.

Kokopelli Outdoor, Inc. manufactures packrafts and related gear. The company is headquartered in Denver, CO.