Fred M. Schultz

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Canterbury Consulting, Inc. provides investment advisory services. Its services include institutional advisory, outsourced and discretionary management and wealth management. The company was founded by Robinson Cluck in 1998 and is headquartered in Newport Beach, CA.

GAI Agility Income Fund is a non-diversified closed-end management investment company. The fund objective is to seek investment returns over various market cycles, with a majority of such returns derived from income. The company was founded on July 29, 2010 and is headquartered in Charlotte, NC.

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

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

Ballast Advisors LLC is a SEC-registered investment advisor headquartered in Woodbury, Minnesota. The firm was founded by Richard Gerczak in 2017 and is a subsidiary of Parnell & Associates, Inc. Ballast Advisors offers a variety of advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities.

DOHJ LLC (dba Vinoble Group) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. Founded in 2016, the firm provides investment advice and solutions. Vinoble Group also serves as investment advisors for trusts, working with both individuals as well as trustees and trust administrators to carry out the goals of the trust.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

LPWM LLC, dba Logan Park Wealth Management (Logan Park), is an independent registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. Founded in 2018, Logan Park offers advisory services to individuals, high net worth individuals, families, trusts, estates, businesses and retirement plans.

TrueFG LLC (dba True Financial Group) is an independent, SEC-registered investment advisor headquartered in Cedar Park, Texas. The firm was founded by Marie E. Freemyer in 2017. True Financial Group provides financial planning and investment management to individuals, couples, families, and businesses.

OneAscent Wealth Management LLC (OneAscent) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. The firm was founded by Harry Pearson and Robert Grubb in 2020. OneAscent provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

Oneascent Holdings LLC is a family of kingdom-minded companies that provide values-based financial solutions to empower stewards to thrive in life and legacy and bless humanity. Oneascent Holdings is based in Birmingham, AL, and has subsidiaries in the United States. The private company's subsidiary, Oneascent Financial Services, offers a platform for independent financial advisors who desire to be part of something bigger than themselves. Oneascent's values-aligned, kingdom-driven solutions give advisors the freedom to pursue their calling and focus on their unique gifting, guiding and caring for the clients entrusted to them. The company serves faith-driven individuals, families, and organizations. The company was founded by Harry Noble Pearson and Robert W. Grubb, and Harry Noble Pearson has been the CEO since incorporation.

OneAscent Financial Services LLC (OneAscent Financial) is a registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 2017 and is a subsidiary of OneAscent Holdings LLC. OneAscent Financial provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

MA Private Wealth LLC (MAPW) is an independent, SEC-registered investment adviser headquartered in San Carlos, California. The firm was founded by Marty Miller in 2018. MAPW provides discretionary and non-discretionary investment advisory services to individuals, including high-net worth individuals, and entities, including, but not limited to, family offices, trusts, estates, and private foundations.

The Mount Sinai Medical Center, Inc. operates charitable teaching hospitals. The non-profit company is based in New York, NY. The CEO of the company is Gino Santorio.

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

Onyx Bridge Wealth Group LLC (Onyx Bridge) is an independent asset management firm headquartered in Tarrytown, New York. The firm was founded by Jared Cohen in 2019. Onyx Bridge provides investment management services to individual and institutional clients.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Ipsen Advisor Group LLC is an independent, SEC-registered investment advisor headquartered in Little Rock, Arkansas. Founded in 2021, the firm develops customized financial solutions to address individuals, families and businesses' unique financial goals.

Mission Wealth Management LP (MWM) is a SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was founded in 2000 by Seth Streeter and Brad Stark. MWM provides investment advice to affluent individuals/families, pension/profit sharing plans, trusts, estates, and charitable organizations.

Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.

GoalFusion Wealth Management LLC (GoalFusion) is an independent registered investment advisor headquartered in Austin, Texas. The firm was co-founded by Cary Laudadio and Jared McBride in 2020. GoalFusion offers family, college and retirement planning as well as wealth and asset management tailored to each client’s needs, goals and plans for the future.

Refined Wealth Management LLC (RWM) is an independent registered investment adviser headquartered in Salt Lake City, Utah. The firm was founded by Ryan Larsen in 2013. RWM offers investment advice, financial planning, insurance, and other financial services to individuals, high net worth individuals, trusts, estates, corporations, and small business owners.