Katie Wham

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals.

Schafer Cullen Capital Management, Inc. (SCCM) is a wealth management and registered investment advisory firm founded by James Cullen and David Schafer in 1983. Headquartered in New York City, SCCM provides portfolio management services to a variety of client types including individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, Registered Investment Companies, private investment funds and trust programs.

Lake City Bank operates as a state chartered commercial bank. It provides business banking, personal banking and wealth management services. The firm delivers technology driven and client-centric financial services solutions to individuals and businesses. It also provides Business Banking Loans, Agricultural Loans, SBA Loans and Commercial Banking Officers. The company was founded in 1872 and is headquartered in Warsaw, IN.

Cullen Capital Management LLC, do-business-as Schafer Cullen Capital Management (SCCM), is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1983 to advise managed accounts. In 2000, they expanded their offerings to include US mutual funds and, in 2010, UCITS funds. SCCM provides portfolio management services to a variety of client types such as individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, Registered Investment Companies, UCITS, Hedge Funds and trust programs.

Capital Directions LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. Founded in 1985, the firm was acquired in 2023 by Savant Wealth Management LLC, which is ultimately held by SCMI, Inc. provides financial planning, advisory services and investment management to individuals and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations.

Martin Capital Advisors LLP (MCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Antonio, Texas. The firm was founded by Paul Martin in 1989. MCA manages investment portfolios for individuals, trusts, and pension plans.

Winston & Strawn LLP provides legal services. Its service areas include antitrust & trade regulations, employment & labor relations, intellectual property, taxation & trusts, and estates to automotive, aviation, electric power, financial services, and health care. The company was founded by Frederick H. Winston in 1853 and is headquartered in Chicago, IL.

Sheppard, Mullin, Richter & Hampton LLP provides legal services. It offers legal expertise and counsel to U.S. and international clients in a range of practice areas including antitrust, corporate and securities, entertainment, media and communications, finance, and white collar defense. The company was founded in 1927 and it is headquartered in Los Angeles, CA.

Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors.

Plancorp LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded by Jeffrey Buckner in 1983 as FFG Plancorp, Inc. and adopted the name Plancorp in 1985. Plancorp provides asset management, financial planning, retirement plan advisors and consulting services, and institutional investment services to individuals, trusts, estates, charitable organizations and corporations and/or other business entities.

Sterling Fund Management LLC (Sterling Partners) is a Private Equity firm founded in 1983 by Eric Becker, Michael Bronfein, Shoshana M. Vernick, Jeff Elburn. The firm is headquartered in Chicago, Illinois.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

Welch Packaging Group, Inc. manufactures corrugated boxes and provides custom packaging solutions. Its products include gaylord bin, indestructo, tuck-top carton, auto-bottom, and custom graphics boxes. The company was founded by M. Scott Welch and Don Kindt on April 15, 1985 and is headquartered in Elkhart, IN.

CID Capital Private Equity (CID Capital) is a private equity subsidiary of CID Capital, Inc founded in 1981. The firm is headquartered in Carmel, Indiana.

Wiseway Supply, Inc. supplies building materials. The firm offers its services in the divisions of electrical/lighting/gear/low voltage, plumbing and showroom. The company was founded by Rodney S. Cain and Jackie Cain in 1972 and is headquartered in Florence, KY.

ProSource LLC supplies luxury plumbing fixtures, lighting, cabinet, and door hardware. It offers decorative hardware, lighting, plumbing, and water heating. The company was founded by Grover A. Martin and Tonya Martin in 1996 and is headquartered in Greenville, SC.

Auto Accessories of America, Inc. manufactures parts and accessories for corvette cars. It offers door panels, seat covers, dash pads, sun visors, t-top pads, rear quarter panels, and other corvette interior products. The company was founded on August 8, 1977 and is headquartered in Reedsville, PA.

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.

Athletico Ltd. provides orthopedic rehabilitation services to communities, employers and athletes. Its services include complimentary injury screens, hand therapy, work rehabilitation, sports medicine and athletic training, head injury and concussion management and transportation services, as well as specialized services, such as women?s and men?s health therapy, vestibular rehabilitation, pediatric physical therapy, aquatic therapy. The company was founded by Mark A. Kaufman in 1991 and is headquartered in Oak Brook, IL.

Hughes & Co Investment Partners LP (Hughes & Co) is a private equity firm founded in 2010 by Travis J. Hughes. The firm is headquartered in Chicago, Illinois.

Tyree & D’Angelo Partners Management LP(Tyree & D’Angelo Partners Management) is a private equity firm founded in 2013 by James L. Tyree, Enzo D’Angelo and Michael Tyree. The firm is headquartered in Chicago, Illinois.

Lago Asset Management LLC (Lago Asset Management) is a private equity and venture capital firm founded in 2019 by Heather La Freniere. The firm is headquartered in Chicago, Illinois.

IrishAngels Inc (IrishAngels) is a venture capital subsidiary of Vitalize Venture Group founded in 2012 by Thomas Jordan Curnes, David Wieland and Gale Wilkinson. The firm is headquartered in Chicago, Illinois.

Warner Media LLC produces and distributes media content. The company was founded by Stephen Jay Ross in March 1972 and is headquartered in New York, NY.

Omaze, Inc. engages in operation of an online fundraising platform to raise money and awareness for causes. It provides cars, entertainment, and travels. The company was founded by Matt Pohlson and Ryan Cummins in 2012 and is headquartered in Culver City, CA.

The General Partnership (The GP) is a venture capital firm founded in 2019 by Phin Barnes and Mia Said. The firm is headquartered in San Francisco, California.

Boys & Girls Clubs of Greater St. Louis is a non-profit organization that was founded in 1967. The non-profit company is based in St. Louis, MO. The organization offers various programs in sports, fitness, and recreation to develop fitness, positive use, and leisure time for children. These programs include after-school programs, teen programs, summer camps, and more. The organization encourages community involvement through volunteering.