Brian Kozar

Montana Board of Investments is a state-owned pension fund manager headquartered in Helena, Montana. The firm was founded by the Montana legislature in 1972. Montana Board of Investments provides prudent investment management of state and local government funds. They work with financial institutions, state agencies, and local governments to enhance and expand Montana’s economy, assist new and expanding Montana businesses, and lend low-interest funds to eligible governments for a variety of projects.

Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor.

Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities.

Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

Billings Clinic provides health care services. It offers audiology, immunology, assited living, clinical services, emergency services, eye center, obstetrics and gynecology, oncology, ophthalmology, occupational medicine, and neurology. The company was founded in 1911 and is headquartered in Billings, MT.

DOWL LLC provides engineering services. It offers design of roadways, highways, airfields and trail systems, water, sewer and storm drain systems, facility site planning and design. The firm’s clients include private developers, land owners, federal, state and local governments and architects, construction contractors and other engineering firms. The company was founded in 1962 and is headquartered in Anchorage, AK.

The Billings Chamber of Commerce is a chamber of commerce organization. The non-profit company is based in Billings, MT.

Thrivent Asset Management LLC (TAM) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. Founded in 2005, the firm is a wholly-owned subsidiary of Thrivent Financial Holdings, Inc., which in turn is a wholly owned subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. TAM provides investment advisory services to the Thrivent Mutual Funds, a registered investment company under the Investment Company Act of 1940 comprised of various mutual fund series.

Montana Justice Foundation is a non-profit organization that provides funding and leadership services. The private company is based in Missoula.

Deaconess-Billings Clinic Health System operates medical clinics. The private company is based in Billings, MT.

Montana State Fund is the largest workers' American compensation insurance company in Montana. The non-profit company works with businesses and employees to create a culture of health and safety in the workplace. The company's employees are knowledgeable about the state and its people, and they offer coverage, payment options, and optional policy programs. Montana State Fund also provides resources for workplace safety and injury prevention, including workshops and guidelines. The company value work-life balance for their employees and offer college scholarships and community grants.

Part of Atlas Copco AB, Montana Instruments Corporation is a company that provides cryostat solutions for customers involved in physics research and low temperature technology solutions. The company is based in Bozeman, MT. The company was founded by Luke Mauritsen. The CEO is Mark Carroll. Montana Instruments was acquired by Atlas Copco AB on November 21, 2022.

Qubits Ventures Management Company LLC (Qubits Ventures) is a venture capital firm founded in 2021 by Nardo Manaloto. The firm is headquartered in Pasadena, California.