Shane Carson

SRS Capital Advisors, Inc. (SRS) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by David A. Simon, Michael P. Riordan and Patrick C. South in 2004. They were acquired in 2024 by Arax Investment Partners LLC, which is owned by Arax Business Trust. SRS specializes in customized investment platforms and highly sophisticated wealth planning solutions for high-net-worth families and individuals, businesses, and foundations.

1st Security Bank of Washington operates as a state chartered savings bank. It offers personal, business, and lending banking. The company was founded in 1936 and is headquartered in Mountlake Terrace, WA.

S & Co., Inc. (SCI) is an independent registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1988, SCI provides investment advice to individuals (primarily high net worth individuals), trusts, estates and charitable organizations. Most of the beneficiaries of these trusts, as well as the individuals, are members of the Saltonstall family.

The Boston Foundation manages charitable funds. The foundation is made up of separate funds, which have been established by hundreds of donors either for the general benefit of the community or for special purposes. It is also a partner in philanthropy, making it easy for donors to give, and keeping donors informed about programs that are working. The Boston Foundation was founded in 1915 and is located in Boston, MA.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

University of Alaska System operates as a holding company with interests in providing educational and research institution that offers academic programs, degrees, and certificates in the arts and sciences. The firm consists of three main universities, each with several satellite campuses in smaller communities. The company was founded in 1917 and is headquartered in Fairbanks, AK.

Golden Valley Electric Association, Inc. provides electric services. It also offers battery system, oil pipeline, energy conservation, and fuel symposium. The company was founded in 1946 and is headquartered in Fairbanks, AK.

The Alaska Permanent Fund Corp. (APFC) is a State-owned pension fund management firm headquartered in Juneau, Alaska. The firm was founded in 1980 to manage and invest the assets of the Alaska Permanent Fund, a sovereign wealth fund established in 1976 by Alaskans to preserve and convert the State’s non-renewable oil and mineral wealth into a renewable financial resource for all generations of Alaskans. APFC also manages the assets of other funds designated by law, such as the Alaska Mental Health Trust Fund.

Real Estate Fund LLC provides investment services.

Heitman Real Estate Securities LLC (HRES) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded as Heitman/PRA Securites Advisors, Inc. in 1966 and is majority owned by Heitman LLC. HRES provides advisory services to affiliated investment advisers, registered investment companies, commingled vehicles and separate account portfolios managed for business and institutional entities and sovereign wealth funds.