James Hoffman

Davidson Investment Advisors, Inc. (DIA) is a registered investment advisor headquartered in Great Falls, Montana. The firm was founded in 1975 and is a wholly-owned subsidiary of D.A. Davidson Cos. DIA offers investment advisory services to a variety of clients including corporations, employee benefit plans, foundations, trusts and high net worth individuals.

Ferguson Wellman Capital Management, Inc. (FWCM) is a wealth management firm and SEC-registered investment advisor headquartered in Portland, Oregon. Founded in 1975, FWCM provides advisory services to high-net worth individuals, trusts, estates and charitable organizations, corporations or other business entities, Taft-Hartley plans, foundations, and endowments.

CU Direct Corp. engages in the provision of software networking solutions and credit union services. It offers advisory services, AutoSMART, CUDL, Intuvo, Lending 360, lending insights, OnSpot financing, vehicle remarketing, and Vero. The company was founded in 1994 and is headquartered in Ontario, CA.

PolicyWorks LLC engages in the provision of credit union compliance solutions. Its services include audit and review, federal compliance support, compliance management, cybersecurity, and league compliance. The company was founded in 2006 and is headquartered in West Des Moines, IA.

Credit Union National Association, Inc. provides credit union products and services. It offers consumer lending services, residential mortgage lending services, credit union specific training platform, and strategic planning. The company was founded on May 22, 1987 and is headquartered in Madison, WI.