Darren Lane Whitehurst

Windsor Capital Management LLC (WCM) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded by Darren Whitehurst in 2000 and is owned by Whitehurst Financial Services, Inc. WCM manages portfolios for families, high net-worth individuals and institutional clients.

Founded in 1986, Windsor Financial Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm is a subsidiary of The CapFinancial Group LLC. They provide portfolio management services to individuals, high net-worth individuals, banking institutions, corporations, pension and profit-sharing plans, charitable institutions, foundations and endowments.

First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.