Bill O’Toole

Dave Jones, Inc. provides mechanical contracting, providing plumbing, HVAC, and fire sprinkling installations in both residential and commercial settings. The company was founded by Dave Jones in 1977 and is headquartered in Madison, WI.

Part of National Mutual Benefit, Western Fraternal Life Association provides insurance services. The company is based in Cedar Rapids, IA. Western Fraternal Life Association was acquired by National Mutual Benefit on January 01, 2021.

La Casa de Esperanza, Inc. is community -based organization focusing on child and adult educational programming, offering opportunities for local families through community outreach programs and financial stability. The company was founded in 1966 and is headquartered in Waukesha, WI.

First Catholic Slovak Ladies Association (Invt Port) (FCSLA) is the investment portfolio division of First Catholic Slovak Ladies Association, a fraternal benefit society headquartered in Beachwood, Ohio. FCSLA provides financial security to their members while embracing their Catholic values and Slavic traditions.

First Catholic Slovak Ladies Association, founded in 1892, provides insurance services. The private company is based in Beachwood, OH and has subsidiaries in Canada and United States.

Rainbows For All Children provides support for all youth as they navigate grief and heal from loss, whether from death, divorce, deployment, or other trauma. The company was founded by Suzy Yehl Marta in 1983 and is headquartered in Evanston, IL.

Wintrust Investments LLC (WTI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1931 and formerly known as Wayne Hummer Investments LLC and changed their name to Wintrust Investments LLC in 2018. They are a subsidiary of Wintrust Bank, NA, which is owned by Wintrust Financial Corp. (NASDAQ: WTFC). WTI provides portfolio management services to individuals, high-net worth individuals, banking or thrift institutions, corporate pension and profit-sharing plans, foundations, endowments, trust programs, and other US institutions.

Great Lakes Advisors LLC (GLA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1981, the firm is a subsidiary of Whamco Holding Co. and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC), which acquired the firm in 2011. GLA offers customized investment advisory services to individual and institutional clients. In addition, the firm serves as adviser to mutual funds and is the General Partner to a Private Fund. GLA is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process.

Modern Woodmen of America, Inc. is a fraternal financial services organization offers financial products and fraternal member benefits to individuals and families throughout the United States. The company was founded in 1883 and is headquartered in Rock Island, IL.

Milwaukee World Festival, Inc. provides event management services. It engages In live entertainment and hospitality. The company was founded in 1967 and is headquartered in Milwaukee, WI.

Property Casualty Insurers Association of America is a property/casualty trade association, representing around 1,000 member companies. It provides a responsible and effective voice on public policy questions affecting insurance products and services, fosters a competitive insurance marketplace for the benefit of insurers and consumers and provides members with quality products, information and services at a reasonable cost. The company provides public policy positions at four levels: federal government, state legislatures, federal and state courthouses and the public arena. Its member companies include large national insurance companies, mid-size regional writers, insurers doing business in a single state and specialty companies that serve specific niche markets. The company was established in January 2004 by the merger of the Alliance of American Insurers (Alliance) and the National Association of Independent Insurers (NAII). It is headquartered in Des Plaines, IL.

Meridian Credit Union Ltd. operates as a credit union. It offers credit union, banking, financial services and commercial banking services. The company was founded in 2015 and is headquartered in Toronto, Canada.

The Independent Order of Foresters engages in the provision of insurance services. It offers life insurance, annuities, mutual funds, education savings, advisory, retirement planning, and electronic payroll solutions. The company was founded in 1874 and is headquartered in Toronto, Canada.

BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients.

Associated Trust Co., N.A. (Wisconsin) is the investment management division of Associated Bank, NA, itself a subsidiary of Associated Banc-Corp. (NYSE: ASB). Headquartered in Green Bay, Wisconsin, the firm provides asset management and trust services to public, private and non-profit organizations.

Kellogg Asset Management LLC (Kellogg) is a SEC-registered investment advisor headquartered in Green Bay, Wisconsin. The firm is a wholly owned subsidiary of Associated Trust Co., N.A., ultimately held by Associated Banc-Corp. (NYSE: ASB), a diversified bank/financial services holding company. Founded in 2009, Kellogg provides investment management services to institutional and high net-worth investors.

Gleaner Life Insurance Society, Inc. provides life insurance services. The private company is based in Adrian, MI and has subsidiaries in the United States. Kevin A. Marti has been the CEO of the company since 2024.

Gleaner Life Insurance Society, Inc. (Invt Port) (Gleaner Life) is the investment portfolio division of Gleaner Life Insurance Society, Inc., a not-for-profit fraternal benefit society headquartered in Adrian, Michigan. Founded in 1894, the firm provides both financial security and volunteer opportunities to members. Gleaner Life assists its members in achieving their financial goals through a broad range of life insurance and annuity products.

Erie Family Life Insurance Co. provides insurance products and solutions. It offers auto and leisure, home and property, life and more, and business insurance services. The company was founded in 1967 and is headquartered in Erie, PA.

Part of Harley-Davidson, Inc., Harley-Davidson Foundation, Inc. operates a charity that provides community support through monetary grants, table and event sponsorships, and merchandise donations. The company is based in Milwaukee, WI.