Dan Isenberg

Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals.

FirstTrust Indiana is the full-service investment advisory and trust company of First Indiana Bank. Headquartered in Indianapolis, FirstTrust provides fiduciary and investment services for individuals, including customized portfolio asset management for high net worth individuals as well as estate planning and tax efficiency strategies. Their ultimate parent is First Indiana Corp. (NASDAQ: FINB)

Founded in 1973, BMO Asset Management Corp. is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of BMO Financial Corp. and their ultimate parent is Bank of Montreal (NYSE: BMO). They were formerly known as Harris Investment Management, Inc. BMO Asset Management provides investment management services to pension, profit sharing, institutional and personal portfolios.