Brady Skidmore Webb

TownSquare Capital LLC (TownSquare) is a SEC-registered investment adviser headquartered in Provo, Utah. The firm was founded by Kurt Brown in 2017 and was acquired by Orion Advisor Solutions, Inc. from Foundry Partners LLC in 2022. They are ultimately owned by GT Polaris Holdings LP. TownSquare offers investment advisory services to wealth advisory firms and institutions such as family offices, corporations, endowments, foundations and governments.

Allegis Investment Advisors LLC is a company based in Idaho Falls, ID. Allegis Investment Advisors LLC was founded in 2009.

ZB, NA (do-business-as Zions Bank) is the investment management subsidiary of Zions Bancorporation NA (NASDAQ: ZION), a bank holding company. The firm is headquartered in Salt Lake City, Utah. They were founded in 1957 through the merger of Zion's Savings Bank & Trust Co., Utah Savings & Trust Co. and First National Bank of Salt Lake City. Zions Bank offers customized wealth management strategies to clients such as individuals, families, businesses, nonprofits, and government entities.