Shane M. Bacon

UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals.

Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors.

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

Faith Technologies, Inc. engages in the provision of electrical and energy services. It offers electrical planning, engineering, design, and installation. The company was founded by Roland G. Stephenson in 1972 and is headquartered in Menasha, WI.

Bart's Electric Co., Inc. provides commercial electrical and special systems services. It serves the commercial, industrial, institutional, healthcare, military, and correctional markets. The company was founded by Bart Walker in 1992 and is headquartered in Pleasant Valley, MO.

Haakon Capital LLC is a private equity firm founded in 2006 by William Thomas Grant II and William Thomas Grant III. The firm is headquartered in Kansas, Missouri.

V Wealth Advisors LLC (V Wealth) is a SEC-registered investment adviser headquartered in Overland Park, Kansas. The firm was founded by Thomas Blumer and Brett Lange in 2009 as V Wealth Management LLC and changed its legal name to V Wealth Advisors LLC in 2016. In 2023, They were acquired by WCG Wealth Advisors LLC, which is owned by The 1970 Lee Trust. V Wealth offers personalized investment management, consulting, and financial planning services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities.

Paradigm Financial Advisors LLC (PFA) is a wealth management firm headquartered in Des Peres, Missouri. The firm was founded by Margaret McDowell in 2010 and became a subsidiary of Creative Planning LLC in 2022. PFA provides multi-generational wealth planning for their clients and their families.

Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.

Groove Capital Management LLC (Groove Capital) is a venture capital firm founded in 2020 by Reed Robinson. The firm is headquartered in Minneapolis, Minnesota.

Mariner Wealth Advisors-NYC LLC, dba Mariner Wealth Advisors (MWA), is the wealth management subsidiary of Mariner Wealth Advisors LLC, headquartered in Overland Park, Kansas. MWA provides discretionary and/or non-discretionary investment advisory services to high-net worth individuals.

Compass Group Equity Partners LLC (Compass Group Equity Partners) is a private equity firm founded in 2015. The firm is headquartered in St. Louis, Missouri.

Virtus LLC operates as a brokerage and consulting firm. It offers actuarial analysis, captive consulting, safety and loss control , claims management consulting, and property and casualty insurance services. The company was founded by Andrew Gray in 2013 and is headquartered in Overland Park, KS.

SureSwift Capital, Inc. creates optimal outcomes for founders of bootstrapped software as a service business. The company was founded by Kevin McArdle and is headquartered in Victoria, Canada.

Edgehill Venture Partner LLC (Edgehill Venture Partner) is a private equity firm founded in 2009 by C. Andrew Martin. The firm is headquartered in Mission, Kansas.

Big Band Software LLC provides B2B SaaS software solutions. The private company is based in Saint Paul, MN. The company was founded by Jason Heath, Chris Reedy, Kevin McArdle. Kevin McArdle has been the CEO since incorporation.