Lisa Marie Burke

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Receivables Performance Management LLC engages in the provision of billing and collection services. Its services include telemarketing, outsourcing and pre-collection, early age reactivation, and small balance portfolio. The firm serves industries bankcard and financial, telecommunications, utilities, retail, healthcare, commercial, state and local government, small balance accounts, and national legal services industries. The company was founded by Howard L. George in August 2002 and is headquartered in Lynnwood, WA.

The National Trust For Historic Preservation provides leadership, education, advocacy and resources to save America's historic places. The firm helps revitalize neighborhoods, communities, and spark economic development and promote environmental sustainability. The company was founded in 1949 and is headquartered in Washington, DC.

Wells & Co. provides general construction services. The private company is based in Spokane, WA.

Inland Northwest Health Services provides health care services. It offers COHE Community of Eastern Washington, community wellness, engage and health training services. The company was founded in 1994 and is headquartered in Spokane, WA.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

BlackRock Financial Management, Inc. (BFM) is a registered investment advisor headquartered in New York City. The firm was founded in 1994 and is a direct subsidiary of BlackRock Holdco 2, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFM manages assets for institutional and high net-worth clients, separate accounts, pooled investment vehicles, private investment funds and US registered investment companies.

Emergo Partners LLC (Emergo Partners) is a venture capital firm founded in 2014 by Diana Felicia Timofte, Steven Grin and Iván Rebolledo. The firm is headquartered in New York.

The Calgary Foundation facilitates collaborative philanthropy by making connections between donors and community organizations for the long-term benefit. The company was founded in 1955 and is headquartered in Calgary, Canada.

International Medical Corps provides health care services. It is a global, humanitarian, non-profit organization dedicated to saving lives and relieving suffering through health care training and relief and development programs. The firm offers training and health care to local populations and medical assistance to people at highest risk. The company was founded by Robert R. Simon in 1984 and is headquartered in Los Angeles, CA.

Investment Management Consultants, Inc. provides investment advice. The private company is based in Portland, OR.

Financial Planners Northwest, Inc. provides investment advice. The private company is based in Portland, OR.

Greenbridge Investment Management LLC (Greenbridge) is an independent registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by William B. Nolan in 2016. Greenbridge provides comprehensive Outsourced Investment Management (OIM or OCIO) solutions to charitable organizations, private and public foundations, endowments and high net worth families.

Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities.

Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients.

Simcoe Capital LLC, dba Signia Capital Management (Signia) is a boutique asset management firm headquartered in Spokane, Washington. The firm was founded by Daniel Cronen, Tony Bennett, and Larry Braitman in 2001 as Signia Capital Management LLC. Signia provides investment advisory services to institutions and high-net worth individuals.

Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds.