Kari Kristine Haanstad

Modus Advisors LLC (Modus) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Excelsior, Minnesota. The firm was founded in 2008 by Tad Weiss. Modus provides investment advisory services to individuals and high net-worth individuals, trust, estates or charitable organizations, pension and profit-sharing plans, corporations, limited liability companies and/or other types of business.

JPMorgan Private Investments, Inc. (JPMPI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1991 and is a wholly-owned subsidiary of JPMorgan Chase Holdings LLC, ultimately held by JPMorgan Chase and Co. (NYSE: JPM). JPMPI provides advisory services to open-end and closed-end Registered Investment Companies (RICs); private investment funds organized as limited partnerships, limited liability companies, or offshore companies; and various wrap fee programs offered through an affiliate, JPMorgan Securities LLC (JPMS).