Lisa Jo Moe

Bremer Financial Corp. provides banking, investment, trust, and insurance services. Its services include personal banking, wealth management, investment management, and brokerage services. The company was founded by Otto Bremer in 1943 and is headquartered in St. Paul, MN.

Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Part of BNP Paribas SA, BancWest Investment Services, Inc. provides investment advice. The company is based in Omaha, NE.

Marquette Asset Management LLC (Marquette) is a wealth management firm registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2005 by John Beuerlein, John Pohlad and John Fabie. They are a subsidiary of Marquette Wealth Management LLC. Marquette provides wealth management services to high net worth and other individuals and their trusts, private foundations, donor-advised funds, and other entities.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries.

State Bankshares, Inc. is a holding company, which engages in the provision of multi-banking services. The company is headquartered in Fargo, ND.

Vogel Law Firm provides legal services. The private company is based in Fargo, ND and has subsidiaries in the United States.

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.

Institute of Management Accountants, Inc. provides accountants and financial services. The company was founded in 1919 and is headquartered in Montvale, NJ.

Part of Minnesota Life Variable Universal Life Account, Securian Trust Co., NA is a financial and insurance company that has been providing innovative products and exceptional service to customers for over 135 years. The company is based in St. Paul, MN. The company offers insurance and protection solutions for finance companies and their customers, including fixed indexed deferred annuities that provide both protection and growth potential, as well as whole life insurance for reliable permanent life insurance protection.

Community First Bank provides commercial banking services. Its products include deposit, checking, and loan. The company is headquartered in Butler, MO.

Minnesota Society of Certified Public Accountants offers services and professional development for CPAs and other accounting professionals. It provides CPE, resources, networking, and advocacy services. The company was founded on June 23, 1904 and is headquartered in Bloomington, MN.

Otter Tail Power Co. provides electricity and energy services. It serves residential, commercial, and industrial clients. The company was founded in 1907 and is headquartered in Fergus Falls, MN.

Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK.

The Bush Foundation engages in the provision of grants and investments to support organizations. It offers community innovation grants, Bush fellowship, Bush prize for community innovation, 2020 school design institute, change networks, event sponsorship, and President's innovation and partnership grant. The company was founded by Archibald Granville Bush and Edyth Bush in 1953 and is headquartered in St. Paul, MN.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.

Longwater Opportunities LLC (Longwater Opportunities) is a private equity firm founded in 2009 by Jordan Bastable and Brooks Burgum. The firm is headquartered in Dallas, Texas, with an additional office in Fargo, North Dakota.

CFA Society of Minnesota operates as a non-profit organization of financial analysts, portfolio managers, and other investment professionals. It offers educational programming, career resources, membership support, networking, and leadership opportunities. The company was founded on September 8, 1952 and is headquartered in Minneapolis, MN.