Danna Maller Roeque

US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund.

Knowlogy Corp. engages in the provision of technical training services. It specializes in the virtualization, application development, production solutions, and physical security solution. The company was founded in 1986 and is headquartered in Vienna, VA.

Best Software, Inc. was a developer and supporter of automated business management solutions. With a wide range of front office and back office solutions including accounting, human resources, payroll, fixed asset management, customer relationship management, and e-commerce software- Best Software offered award-winning products and services that have revolutionized the way small and mid-sized companies do business in today's marketplace. The company was located in Irvine, CA.

Part of Gt Polaris Holdings, Inc., Orion Portfolio Solutions LLC is a company that provides investment advice. The company is based in Omaha, NE.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

Part of Gt Polaris Holdings, Inc., Orion Advisor Solutions, Inc. is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. The company is based in Omaha, NE. Orion services $4.1 trillion in assets under administration and $65.9 billion of wealth management platform assets and supports over six million technology accounts and thousands of independent advisory firms. The company offers a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor's unique definition of financial success. Orion is the platform of choice for growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge, and build strong, profitable businesses.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions.

The Motley Fool Holdings, Inc. engages in the provision of investment advisory solutions. It offers retirement services, stock advisor, portfolio, inside value, income investor, investment commentary, and mutual fund. The company was founded by Erik Rydholm, Thomas M. Gardner, and David H. Gardner in 1993 and is headquartered in Alexandria, VA.

Torray Investment Partners LLC (Torray) is an independent, SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Robert Torray in 1972. Torray provides investment supervisory services to private accounts and an open-end registered investment company.