Lisa Ginter

Dickinson Financial Corp. operates as a bank holding company of Academy Bank and Armed Forces Bank. The company is headquartered in Kansas City, MO.

Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients.

J. A. Glynn & Co. offers securities brokerage and financial advisory services. It provides investment advisory, corporate governance, and equity investment advisory services. The company was founded in 1945 and is headquartered in St. Louis, MO.

Mitchell Capital Management Co. (MCM) is an independent registered investment advisor headquartered in Leawood, Kansas. The firm was founded by Fred G. Mitchell in 1987. MCM provides portfolio management services to individuals, trusts, institutions, companies, profit-sharing and pension plans, charitable organizations, foundations, multi-employer plans, associations, etc.

Argent Capital Management LLC (Argent) is an independent, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 1998 by John Meara and Steven Finerty. Argent manages assets for institutions and high-net-worth individuals.

Monetary Management Group, Inc. (MMG) is an independent registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 1980 by Thomas Wright, Sr. MMG provides portfolio management and analytical services to individuals, corporations, endowments, as well as pension and profit-sharing plans.

Aventis Pharmaceuticals, Inc. develops, manufactures and markets pharmaceutical products. The company was founded in 1950 and is headquartered in Bridgewater, NJ.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Bares Capital Management, Inc. (BCM) is an independent, SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by Brian T. Bares in 2000. The firm provides investment management services predominantly for institutional, pooled investment vehicle, and family office clients, and a small subset of high net-worth individuals and trust programs.

FAS Wealth Partners, Inc. (FAS) is an independent registered investment advisor headquartered in Leawood, Kansas. The firm was founded by Max W. Greer, Jr. in 1979 as Financial Advisory Service, Inc. and changed its name to FAS Wealth Partners, Inc. in 2022. FAS provides financial planning and asset management services to individuals, define contribution plans (profit-sharing and 401(k)), trusts, estates, charitable organizations, corporations and other business entities.

JAG Capital Management LLC (JAGCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2011 and is a wholly-owned subsidiary of J.A. Glynn & Co., which is 100% owned by firm employees. JAGCM provides portfolio management services to institutions and individuals, primarily in the US. The firm also serves as the Adviser to the JAG Large-Cap Growth Fund.

Security Benefit Corp. develops customized retirement solutions for employers and individual investors. It serves to the retirement savings market. The firm products for individuals include fixed annuities, mutual fund custodial and variable annuities. It offers 401(k) and 403(b) plan solutions, plan comparison and various administrative services for the insurance and financial services industry. The company also provides business processing and broker/dealer solutions tailored to the financial services marketplace. Security Benefit was founded in 1892 and is headquartered in Topeka, KS.

United Way of Greater St. Louis raises and allocates funds for charities. The company was founded in 1922 and is headquartered in St. Louis, MO.

Enterprise Bank & Trust (EBT) is an investment management firm headquartered in Clayton, Missouri. The firm is owned by Enterprise Financial Services Corp. (NASDAQ: EFSC). EBT offers a range of business and personal banking services, as well as wealth management services which include financial planning, estate planning, investment management and trust services to businesses, individuals, institutions, retirement plans and nonprofit organizations, and specialty banking such as third-party escrow, HOA, property management and SBA lending.

Managed Funds Association provides support services for the hedge funds industry. It operates as an association for investment professionals in futures, hedge funds, commodity pool operators, and other alternative investments. The company was founded in 1991 and is headquartered in Washington, DC.

Federation of American Hospitals operates as a representative and trade association for community hospitals and health systems. The private company is based in Washington. The American company was founded by Martin S. Rash. Charles N. Kahn has been the CEO of the company since 2001.

Academy Bank NA operates as a full-service commercial bank. It provides financial solutions for business and individuals, including commercial and business banking, treasury management and mortgage services. The company is headquartered in Kansas City, MO.

CrossFirst Bank provides commercial banking services to individuals and institutions. It offers business banking solutions such as checking accounts, savings and money market accounts, treasury management, remote deposit capture, business loans and lines of credit, small business banking, and online banking. The company was founded by Ronald Baldwin and Eric Schroeder in 2007 and is headquartered in Leawood, KS.

All Star Financial, Inc. is an independent fee-only asset management firm headquartered in Minneapolis, Minnesota. The firm was founded in 1990 by Robert Klefsaas. All Star Financial provides investment and portfolio management services to individuals, corporations and non-profit organizations.

Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.