Brent Giles

Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA).

Keystone Bancshares, Inc. enagges in provision of investment services. The company is headquartered in Austin, TX.

Part of Heartland Financial USA, Inc., Bank of Blue Valley is a bank based in Overland Park, KS. The bank has assets of more than $1.40 billion and offers a broad range of banking and financial services to consumer and commercial customers from 10 banking centers. Bank of Blue Valley provides various types of deposit products and loans, including personal loans, small business loans, commercial real estate and residential mortgage loans, working capital financing, and other commercial loans. Additionally, the bank offers wealth management services, card services, and online and mobile banking services. Bank of Blue Valley is a member of the FDIC and an equal housing lender.

Minnesota Bank & Trust engages in the provision of banking services. It specializes in mortgage, commercial banking, small business services, and treasury management services. The company was founded in 2008 and is headquartered in Edina, MN.

Illinois Bank & Trust engages in provision of commercial banking services. It offers personal checking, personal savings, mortgages, small business checking, treasury management, and commercial banking. The company is headquartered in Rockford, IL.

Pioneer Bank SSB offers banking solutions. It provides personal and business banking services which include checking, savings, certificates of deposit, online and mobile banking, and treasury services. The firm also offers personal, home equity, business, mortgage, and agricultural loans. The company was founded by Whit Hanks and Jack Seifrick on May 14, 2007 and is headquartered in Dripping Springs, TX.

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.

United Way of Greater Milwaukee & Waukesha County, Inc. provides healthcare service. It helps people in need by providing them safe place to live and work by improving its community by mobilizing people and resources to drive strategic impact in education, income and health. The company was founded in 1887 and is headquartered in Milwaukee, WI.

Kapur & Associates, Inc. provides multi-faceted civil engineering and consulting services. It offers services to municipal, county, private development clients, Milwaukee metropolitan sewerage district (MMSD), division of state facilities, and the Wisconsin department of transportation. The company was founded in 1981 and is headquartered in Milwaukee, WI.

PAX Holdings LLC provides food packaging and industrial packaging services. The company was founded by James Kornfeld in 2015 and is headquartered in Milwaukee, WI.

PS Capital Partners LLC (PS Capital Partners) is a private equity firm founded in 2001 by Paul A. Stewart and Paul W. Sweeney. The firm is headquartered in Milwaukee, Wisconsin.

Novo Group, Inc. provides information technology and technical staffing services. It offers professional staffing, outsourced recruiting and executive search services. The company was founded by Mike Harris and Cindy Lu in 2003 and is headquartered in Brookfield, WI.

SWS Capital Management LLC (SWSCM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Christopher Williams in 2002 as Williams Capital Management LLC. They are a wholly owned subsidiary of Shank Williams Cisneros LLC. SWSCM provides discretionary fixed-income investment advisory services to institutional clients through separate accounts.

Part of PS Capital Partners LLC, PSCP Ice LLC is a company that manufactures block ice and cubed ice products. The company is based in Milwaukee, WI.

Milwaukee World Festival, Inc. provides event management services. It engages In live entertainment and hospitality. The company was founded in 1967 and is headquartered in Milwaukee, WI.

Part of PS Capital Partners LLC, Coyote Fund LLC is a company that provides investment services. The company is based in Milwaukee, WI.

Horizon Partners Ltd (Horizon Partners) is a private equity firm founded in 1990 by Robert M. Feerick. The firm is headquartered in Naples, Florida.

Paragon Capital Management LLC is an independent registered investment advisor headquartered in Overland Park, Kansas. It was founded by Howard T. Jacobson in 1998. The firm provides regular and continuous management and supervision of assets as well as financial planning primarily to individuals, high net worth individuals, foundations, trusts and estates.

Part of Alliant Energy Corp., Heartland Properties, Inc. is an American company.

Strategic Value Bank Partners LLC provides investment advice. The private company is based in Cleveland, OH and has subsidiaries in the United States. The company was founded in 2015 by Benjamin Mackovak.

Part of CoreLogic, Inc., First American Capital Management, Inc. is a financial services company that provides investment management services to institutional clients. The company is based in Newport Beach, CA.

United Security Bank operates as a state chartered commercial bank. It offers online banking, online bill payment, 24-hr full service ATM’s, wire transfer services, safe deposit boxes, merchant card services, money orders and cashiers checks, wealth management services, courier services, remote capture and cash management. The company was founded in 1987 and is headquartered in Fresno, CA.

Community Bank of the Bay engages in the provision of banking services. The company offers financial services to businesses, professional service firms, and owner-operators and non-profit organizations in the San Francisco Bay area. Its services include business, personal, and non-profit banking, and credit services such as checking, money markets and certificate of deposits, loans, and cash management. The company was founded by Frank Tsai on July 22, 1996 and is headquartered in Oakland, CA.

Idaho First Bank engages in the provision of commercial banking services. It offers personal and business deposit products, including checking, savings, and money market accounts. The company also provides personal lending services, such as home mortgage and custom construction, home equity lines of credit, home equity, personal lines of credit, auto, and other secured personal loans; and commercial loans comprising working capital lines of credit, asset based lines of credit, equipment lines of credit, owner occupied commercial real estate loans, investor commercial real estate loans, equipment financing, airplane financing, SBA guaranteed loans, USDA B&I guaranteed loans, and letters of credit, as well as mortgage lending services. In addition, it offers credit cards; online and mobile banking services; and cash management services consisting of deposit and sweep services, payments and transfers, and fraud protection services. The company was founded by Greg Lovell on March 2, 2005 and is headquartered in McCall, ID.

Ategra GP LLC provides investment services. The private company is based in Vienna, VA.

Revolution Insurance Technologies, Inc. provides insurance related technology services. The firm specializes in insurance technologies, enrollment platform, insurtech, enrollment technologies, supplemental products and voluntary benefits. The company was founded in 2016 and is headquartered in Austin, TX.