Chad Everett Klatt

Omega Cabinets Ltd. designs, manufactures and sells wood kitchen cabinets, bathroom vanities, and related accessories. It offers entertainment centers, mantles, bookcases, and custom-designed pieces. The company was founded in 1977 and is headquartered in Waterloo, IA

Trust Point, Inc. is an independent, boutique trust and investment management firm headquartered in La Crosse, Wisconsin. The firm was founded in 1913 as LaCross Trust Co. and renamed Trust Point, Inc. in 2008. Trust Point provides individuals, families, businesses and other organizations with a full range of financial-related services.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund.

CWA Asset Management Group (CWA) LLC is a SEC-registered investment advisor and wealth management firm headquartered in Naples, Florida. The firm was founded in 2011 and is primarily owned by CWA Holdings LLC. CWA provides portfolio management and investment advisory services primarily to individuals, high net worth individuals or families, as well as trusts, endowments, charitable organizations, insurance companies, pension plans, foundations and other business entities.

Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis.

The Leuthold Group LLC (Investment Management), do-business-as Leuthold Weeden Capital Management (LWCM), is the SEC-registered investment management division of The Leuthold Group LLC headquartered in Minneapolis, Minnesota. The Leuthold Group was founded in 1981 as an independent investment research firm. In 1987, members of The Leuthold Group founded LWCM to provide investment advisory services. The firm is majority employee-owned. LWCM serves as an investment advisor to separately managed accounts, Leuthold mutual funds, Leuthold ETF and a private fund that offers to a wide range of clients, including individuals, trusts, foundations, charitable organizations, corporations, government entities, unions, limited partnerships, endowments, investment companies, and pension plans.

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.

Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

Part of Security Bancshares, Inc. (Kansas), The Farmers State Bank of Oakley, Kansas provides personal and business banking services, including deposit products, electronic banking services, credit cards, loans, and debit and ATM cards. The Farmers State Bank of Oakley, Kansas is based in Oakley, KS. The bank has knowledgeable lending staff and offers excellent agricultural rates. The company also provides online banking services and financial calculators.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

Modern Woodmen of America, Inc. is a fraternal financial services organization offers financial products and fraternal member benefits to individuals and families throughout the United States. The company was founded in 1883 and is headquartered in Rock Island, IL.

The HON Co. LLC manufactures and distributes office furniture. It offers chairs, desks, tables, storage and files, and workstations. The company was founded by Claude Maxwell Stanley, Clement T. Hanson, and H. Wood Miller founded in 1944 and is headquartered in Muscatine, IA.

Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN.

Renewable Capital Inc (Renewable Capital) is a venture capital firm founded in 2006 by Edward J. Stevenson, Robert M. Hertzberg and Scott Mikkelsen. The firm is headquartered in Las Vegas, Nevada.

Lincoln Savings Bank provides banking services. It offers insurance, investments, trust and real estate services. The firm provides mortgage, bonds, mutual funds and debentures. The company was founded in 1902 and is headquartered in Cedar Falls, IA.

Exceptional Persons, Inc. provides individual and family services. It serves persons with disabilities and families in the community seeking child care. The company was founded in 1957 and is headquartered in Waterloo, IA.

Part of Deloitte LLP (New York), Deloitte Corporate Finance LLC provides financial advisory services. The company is based in New York, NY. The CEOs of the company are Hector Calzada, Paul Warley, Thomas Sloop.

Hayden Harper Advisory LLC (HHA) is an independent, SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Michael Fox in 2002. HHA provides family office, tax and financial services to entrepreneurs, their families and small to mid-size businesses.

Aegon USA Investment Management LLC, do-business-as Aegon Asset Management US (Aegon AM US), is a SEC-registered investment advisor headquartered in Cedar Rapids, Iowa. The firm was founded in 2001 and is a direct subsidiary of Aegon USA Asset Management Holding LLC and their ultimate parent is Aegon NV (AMS: AGN, NYSE: AEF) in The Netherlands. Aegon AM US provides discretionary and non-discretionary investment management products and services in similar and different investment strategies to affiliated and unaffiliated institutional clients.

Lincoln Bancorp operates as bank holding company. The company is headquartered in Reinbeck, IA.

Public Trust Advisors LLC (Public Trust) is a SEC-registered investment advisor and holding firm headquartered in Denver, Colorado. The firm was founded by Randy S. Palomba in 2011. Public Trust offers investment advisory services to state and local US government entities, non-profit corporations, charitable organizations, and other institutional clients.

Regis Asset Management LLC provides investment advice. The private company is based in Westerville, OH.

Pedersen Dowie Clabby & Mccausland Insurance, Inc. is an insurance company that offers business, personal, and employee benefits insurance options. The private company is based in Waterloo, IA and has subsidiaries in the United States. The company also provides consulting services such as cyber security and worksite safety. The company has been in the insurance industry for 100 years and combines experience with innovation to manage risk and insurance. The company has a team of insurance specialists who care about their clients and provide excellent service.

DarningPixels, Inc. provides consulting for rich Internet applications, and advanced vehicle dashboards. The company was founded in 1988 and is headquartered in Waterloo, IA.

Summit Ag Investors LLC ( Summit Ag Investors) is a private equity/venture capital subsidiary of Summit Agricultural Group founded in 2010 by Bruce L. Rastetter. The firm is headquartered in Alden, Iowa.

Keystone Financial Services LLC (Keystone Financial) is an independent SEC-registered investment advisor headquartered in Loveland, Colorado. The firm was founded by Joshua P. Nelso in 2020. Keystone Financial provides investment advice to individuals, families, employer sponsored retirement plans, trusts, and broker dealer.

C9 Capital LLC (C9 Capital) is a venture capital firm founded in 2000 by Ryan Barton. The firm is headquartered in Grimes, Iowa.

The Yield Lab Manager LLC (Yield Lab Manager) is a venture capital firm founded in 2014 by Thad W Simons and Thomas Adamitis. The firm is headquartered in St. Louis, Missouri.

The Warner Group, Inc. provides real estate services. The private company is based in Rochester, WA.