Robert C. Laguarta

The Midwest Trust Co. is a private company based in Overland Park, KS. The Midwest Trust Co. provides trust services in the Midwest region.

Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co.

GuideStone Capital Management LLC (GSCM) is a SEC-registered investment advisor headquartered in Dallas, Texas. Founded in 2000, the firm is owned by GuideStone Investment Services, which is a wholly-owned subsidiary of GuideStone Financial Resources (GSFR) of the Southern Baptist Convention. GSCM provides investment advisory services to registered mutual funds and institutional investors. They also serve as the investment adviser to GuideStone Funds.

Part of UMB Financial Corp., UMB Bank & Trust, NA is a financial institution that offers personal banking services such as checking and savings accounts, credit services, investing, and wealth management. The company is based in Kansas City, MO. The company also provides strategic planning and investment advisory services for families of significant wealth, with a focus on helping clients plan for their lasting impact.

OIC LP (Orion Energy) is a private equity firm founded in 2015 by Nazar Massouh, Gerrit Nicholas. The firm is headquartered in New York.

First Command Financial Services, Inc. (FCFS) headquartered in Fort Worth, Texas. The firm was founded in 1958 and is a subsidiary of First Command Financial Planning, Inc. ESOP Trust. FCFS provides insurance products and services to active and retired or separated military families.

GuideStone Financial Resources provides financial services. It offers retirement, investment, executive benefit services and insurance plans. The firm provides property and casualty coverage for churches and other ministries. The company was founded in 1918 and is headquartered in Dallas, TX.

Circular Energy LP provides solar designs and installation services. It offers its services to homeowners and commercial property owners. The company was founded by JC Shore in 2009 and is headquartered in Austin, TX.

Vulcan Value Partners LLC (Vulcan) is an independent, SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by C. T. Fitzpatrick in 2007. Vulcan provides discretionary and non-discretionary investment advisory services to both individual and institutional clients. The firm manages its investment strategies through separately managed accounts, mutual funds, UCITS, a Collective Investment Trust, private funds, and as an investment manager in wrap fee programs.

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

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.

Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities.

Kohlberg Kravis Roberts & Co. LP (KKR) is a private equity subsidiary of KKR & Co. Inc founded in 1976 by Henry Kravis, George Roberts and Jerome Kohlberg. The firm is headquartered in New York.

Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe.

Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations.

2M Companies LLC (2M Cos) is a venture capital firm is founded in 1985 by Morton H. Meyerson. The firm is headquartered in Dallas, Texas.

Copley Hospital, Inc. provides medical and health care services. It provides health care services to residents and guests of the Lamoille Valley. The company was founded in 1932 and is headquartered in Morrisville, VT.

Sapphire Ventures LLC (Sapphire Ventures) is a private equity and venture capital firm, subsidiary of SAP Ventures Investment GmbH founded in 1996 by R. Douglas Higgins and Andreas Markus Weiskam. The firm is headquartered in Palo Alto, California.

Maverick Capital Ventures LLC (Maverick Capital Ventures) is a global investment firm, a subsidiary of Maverick Capital Ltd. founded in 2014. The firm is headquartered in San Francisco, California.

Springdale Ventures LLC (Springdale Ventures) is a venture capital firm founded in 2019 by Daniel A. Graham and Gilbreath G. Genevieve. The firm is headquartered in Austin, Texas.

Good Shepherd Health Care System is a non-profit healthcare system that operates Good Shepherd Medical Center in Oregon. The hospital has modern equipment and over 40 physicians on staff. The hospital offers CT scan technology that helps physicians analyze areas of the body and make a diagnosis. The hospital's general surgery specialists provide minimally invasive surgical procedures with reduced recovery time. Good Shepherd also offers therapy services including intravenous, respiratory, physical, speech, and language therapy. The Vange John Memorial Hospice is a fundraiser that takes place during December to support the local hospice. The Good Shepherd Women's Center is dedicated to the health of their patients, providing annual exams and treatment of gynecological conditions. Arthur Art Mathisen has been the CEO of the American company since 2023.

Alturus Capital Partners (Alturus Capital Partners) is a private equity firm founded in 2014 by Chad D. Hufsey and Jacob B. Jones. The firm is headquartered in Dallas, Texas.

Pine Tree Equity Management LP (Pine Tree Equity) is a private equity firm founded in 2007 by Jeff Settembrino. The firm is headquartered in Miami, Florida.

Cigna Ventures LLC (Cigna Ventures) is a venture capital subsidiary of Cigna Holding Co founded in 2018 by Richards Tom. The firm is headquartered in Bloomfield, Connecticut.

Footprint Coalition Ventures LLC (Footprint Coalition) is a venture capital firm founded by Robert Downey Jr. in 2019. The firm is headquartered in New York.

ABS Capital Partners, Inc. (ABS Capital Partners) is a private equity firm founded in 1990 by Don Bruce Hebb and Tim Thaddeus Weglicki. The firm is headquartered in Washington, DC.

Rockpoint Group LLC (Rockpoint Group) is a private equity firm founded in 2003 by Bill Walton and Keith Gelb. The firm is headquartered in Boston, Massachusetts with an additional offices in San Francisco, Dallas, Seoul, and London.

Founded in 1990, AIC Ventures is a venture capital firm headquartered in Austin, Texas. They also have offices in Dallas and Deerfield, Illinois.