Julie A. Williams

Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.

Part of RA Global Services, Inc., Norcross Securities is a securities broker-dealer. The company is based in Phoenix, AZ. Norcross Securities was acquired by RA Global Services, Inc. on March 11, 1992.

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

Salem Trust Co. operates an investment trust. It's services include benefit and invoice payments, global tax reclamation, class action lawsuit processing, and annual verification letter. The company is headquartered in Tampa, FL.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

Greater Milwaukee Foundation Inc. provides community and personalized services. It identifies important community needs and concerns and works with its donors to support programs bringing about positive change to people and communities. The organization was founded in 1915 and is headquartered in Milwaukee, WI.

Brookstone Capital Management LLC (BCM) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded by Nadim K. Zayed in 2006 and is owned by AL BCM LLC, which is owned by AmeriLife Group LLC. BCM provides investment advice to individuals, pension and/ or profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

Brookstone Asset Management LLC (Brookstone AM) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 2011 and formerly known as FormulaFolio Investments LLC. They are solely owned by Brookstone Capital Management LLC, which is ultimately owned by AmeriLife Group LLC. Brookstone AM provides investment services to individuals and high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.