Jim Turner

UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals.

Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

RubinBrown LLP engages in the provision of auditing and accounting services. It offers assurance, business advisory, entrepreneurial, tax, and wealth advisory services. The company was founded by Mahlon Rubin in 1952 and is headquartered in St. Louis, MO.

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.

Baker Tilly International Ltd. provides accounting and investment consulting services. It offers audit and assurance, tax services, and specialist advisory services. The company was founded in 1987 and is headquartered in London, the United Kingdom.

The Financial Accounting Standards Board provides oversight of accounting standards. The non-profit company is based in Norwalk, CT.

Torotel Products, Inc. engages in the manufacture of custom magnetics for the aerospace, defense and industrial sectors. Its products include transformers, inductors, and molded coils, electromechanical assemblies; and cables. The company was founded in 1957 and is headquartered in Olathe, KS.

Haakon Capital LLC is a private equity firm founded in 2006 by William Thomas Grant II and William Thomas Grant III. The firm is headquartered in Kansas, Missouri.

Paradigm Financial Advisors LLC (PFA) is a wealth management firm headquartered in Des Peres, Missouri. The firm was founded by Margaret McDowell in 2010 and became a subsidiary of Creative Planning LLC in 2022. PFA provides multi-generational wealth planning for their clients and their families.

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.

Part of Oppenheimer Holdings, Inc., Oppenheimer Trust Co. is a company based in New York, NY.

Groove Capital Management LLC (Groove Capital) is a venture capital firm founded in 2020 by Reed Robinson. The firm is headquartered in Minneapolis, Minnesota.

Mariner Wealth Advisors-NYC LLC, dba Mariner Wealth Advisors (MWA), is the wealth management subsidiary of Mariner Wealth Advisors LLC, headquartered in Overland Park, Kansas. MWA provides discretionary and/or non-discretionary investment advisory services to high-net worth individuals.

Virtus LLC operates as a brokerage and consulting firm. It offers actuarial analysis, captive consulting, safety and loss control , claims management consulting, and property and casualty insurance services. The company was founded by Andrew Gray in 2013 and is headquartered in Overland Park, KS.

Part of Core & Main, Inc., Core & Main Holdings LP operates as a holding company whose subsidiary distributes water infrastructure products. The company is based in St. Louis, MO.

SureSwift Capital, Inc. creates optimal outcomes for founders of bootstrapped software as a service business. The company was founded by Kevin McArdle and is headquartered in Victoria, Canada.

Edgehill Venture Partner LLC (Edgehill Venture Partner) is a private equity firm founded in 2009 by C. Andrew Martin. The firm is headquartered in Mission, Kansas.

Big Band Software LLC provides B2B SaaS software solutions. The private company is based in Saint Paul, MN. The company was founded by Jason Heath, Chris Reedy, Kevin McArdle. Kevin McArdle has been the CEO since incorporation.