Laura S. Engel

Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD.

Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.

Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities.

Hodges Capital Management, Inc. (Hodges Capital) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded by Don and Craig Hodges in 1989. They are a wholly-owned subsidiary of Hodges Capital Holdings, Inc., which is owned by Hodges Capital Holdings Voting Trust. Hodges Capital manages assets for institutions, endowments, family offices, and individuals. The firm is also the advisor to various mutual funds.

Part of The Charles Schwab Corp., Charles Schwab U.K. Ltd. is a business development office. The company is based in London, UK.

Laffer Tengler Investments, Inc. is a SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded by Dr. Arthur B. Laffer and Arthur B. Laffer in 1999. They are a wholly owned subsidiary of ButcherJoseph Financial Holdings LLC. Laffer Tengler Investments provides investment advice and management services (1) as a discretionary investment adviser to domestic and foreign separately managed accounts; (2) as a discretionary manager to clients participating in one or more wrap fee programs; (3) as a non- discretionary investment adviser to certain clients, which includes other investment advisers; and (4) as a sub-adviser to certain open-end exchange traded funds.

CEMEX, Inc. operates as a global building materials company. It provides cement and concrete products to industrial, commercial, residential, and municipal construction projects. It offers ATM-like bulk cement dispatch system, construrama, customer-oriented educational and training services, construction financing services, mobile solutions, multiproducts, online services, service centers, smart silo, and technical support. The company was founded in 1906 and is headquartered in Houston, TX.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

KPMG Oy AB provides accounting services. The company offers statutory auditing, financial and attestation reporting, business and personal tax planning, risk advisory, and strategic management services. It also provides mergers and acquisition, private placement, valuation, divestment, restructuring, and litigation advisory services. KMPG serves public utilities, state-owned, small and medium-sized, and owner-operated companies, municipalities, foundations, and associations. KPMG was founded in 1989 and is headquartered in Helsinki, Finland.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers.

ADP, Inc. provides business outsourcing solutions. It offers human resource, payroll, tax and benefits administration services. The company was founded in 1973 and is headquartered in Mandeville, LA.

Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL.

Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families.

Freedom Investment Management, Inc. (Freedom) is an asset management subsidiary of Freedom Advisors Group Intermediate Holdings LLC, headquartered in Hartford, Connecticut. The firm was founded in 2003 by Jennifer Winters, William Nelson, and Scott Winters. Freedom is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately held by EQIS Holding, Inc., a holding company. Formerly known as EQIS Capital Management, Inc., the firm provides discretionary investment advisory services to separately managed accounts, pooled investment vehicles, and through sub-advisory relationships.

Winning Points Advisors LLC (WPA) is an independent registered investment advisor headquartered in Boca Raton, Florida. Founded in 1989, WPA offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

Keskuskauppakamari operates as a chamber of commerce. The private company is based in Helsinki, Finland.

Teknologiateollisuus ry operates as a lobbying organization for technology industry companies. It promotes the competitiveness of the Finnish technology industries and communicates about the diversity and significance of the industries. The company was founded on September 13, 1978 and is headquartered in Helsinki, Finland.

LeaseGreen Group Oy provides energy efficiency solutions for large buildings and industrial processes. Its offer includes identification of energy saving measures, engineering design, and implementation. The company was founded by Tomi Mäkipelto and Juho Rönni on February 13, 2013 and is headquartered in Helsinki, Finland.

PHP Holding Oy operates as an investment company with a focus in data communication, information technology, and the communications sector. The company was founded in 1906 and is headquartered in Lahti, Finland.

LRI Vision Management LLC (Unlock Venture Partners ) is a venture capital firm founded in 2016 by Andy Liu, Raazi Imam and Sanjay Reddy. The firm is headquartered in the Seattle, Washington.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Sia Partners (Canada) provides management consulting services.

Caiman Consulting Corp. provide advisory and implementation solutions. It practices in the areas of marketing, partner, product, people, and operations. The company was founded by Raazi Imam and Greg Long in 2004 and is headquartered in Redmond, WA.