James Bode

Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL.

Rainier Investment Management LLC (Rainier) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1989 and in December 2017, they became a wholly-owned subsidiary of Manning & Napier Group LLC, which is owned by Manning & Napier, Inc. (NYSE: MN). Rainier provides portfolio management services to corporations, foreign corporations, registered investment companies, collective investment trusts, foreign funds such as UCITs, and other US and international institutions.

McKinley Capital Management LLC (McKinley Capital) is a SEC-registered investment headquartered in Anchorage, Alaska. The firm was founded by Robert “Bob” Gillam in 1990 and is wholly-owned by McKinley Management, Inc. McKinley Capital provides investment advisory and sub-advisory services to institutional, individual and high-net worth investors. They also participate as a sub-advisor in various wrap fee programs and provide emulation or model portfolios to clients. In addition, the firm is the general partner and/or investment advisor to various commingled investment funds such as offshore and onshore limited partnerships and a statutory trust.

Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA.

Northstar Investment Advisors LLC (NIA) is an investment advisory firm headquartered in Denver, Colorado. It was founded in 1995 by Dick Kopp, Frederick Taylor and Robert Van Wetter. In 2021, the firm merged with Beacon Pointe Advisors LLC. NIA provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, banking or thrift institutions, ERISA accounts, other investment advisors, and charitable organizations.

Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries.

The Capital Markets Co. engages in the provision of management and consultancy services. It offers Capco digital, business change and cost, transformation, finance, risk and compliance, data and technology, and technology delivery solutions. It serves banking and payments, capital markets, insurance, wealth and asset management and energy industries. The company was founded by Rob Heyvaert in 1998 and is headquartered in Charlotte, NC.

Norwest Venture Partners is a venture capital division of Norwest Partners founded in 1961. The firm is headquartered in Palo Alto, California with additional offices in Mumbai and Herzliya.

Cable, Howse & Ragen, Inc. is a private company based in Seattle, WA. Cable. Cable, Howse & Ragen, Inc. was founded by Jeffrey Atkin, Elwood Denison Howse, Thomas J.

The Denver Foundation is a charitable organization that awards grants to non-profit organizations in the areas of Arts and Culture, Civic and Education, Health, and Human Services. The foundation's staff covers the following areas: community issues, giving and volunteering, management and administration, and non-profit sector. The Denver Foundation was founded in 1925 and is headquartered in Denver, Colorado.

Symmetry Investment Advisors, Inc (Symmetry Invt Advisors) is a venture capital/private equity firm founded in 2003 by Larry Russell Wonnacott and Marshall Lee Greenwald. The firm is headquartered in Glencoe, Illinois.

Children's Hospital Colorado Foundation provides family centered care to children. It offers treatment to building kids’ confidence through hospital sports program, providing family sleep rooms and integrating arts therapy into the healing process. The company was founded in 1978 and is headquartered in Aurora, CO.

The Hearing Loss Association of America (HLAA) is a consumer organization founded in 1979 by Howard E. “Rocky” Stone. It is the leading organization in the United States representing people with hearing loss. The organization offers programs and events that are designed to focus on the individual and provide them with the tools they need to live more successfully with hearing loss.

Amussen, Hunsaker & Associates LLC, dba Iron Gate Global Advisors (IGGA), is an independent, SEC-registered investment advisor and hedge fund manager headquartered in North Salt Lake, Utah. The firm was founded by Brian Hunsaker and Franz Amussen in 1999. IGGA provides wealth management services to individuals and their families.

Level Four Advisory Services LLC (LFAS) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2005 and do-business-as Level Four Wealth Management. They are wholly-owned by Level Four Group LLC and their ultimate parent is Carr, Riggs & Ingram LLC. LFAS provides investment advisory services to individuals, pension and profit-sharing plans, trusts and estates, and corporations and other business entities.

Trutina Financial LLC is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 2005 as Bellevue Financial, Inc. They were acquired in 2023 by CapFinancial Partners LLC, which is a subsidiary of The CapFinancial Group LLC. Trutina Financial provides wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, corporate assets, and endowments and foundations of nonprofits.