John James Southard

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.

Purple Communications, Inc. provides communications solutions and services for deaf and hard-of-hearing individuals and businesses. Its products and services include video and text relay, captioning, and video remote interpreting and on-site interpreting. The company was founded in 1982 and is headquartered in Rocklin, CA.

First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses.

Stoel Rives LLP provides full suite of transactional and litigation solutions for U.S. and international clients. Its practice areas include corporate, energy, environmental, intellectual property, labor and employment, land use and construction, litigation, natural resources, real estate, renewable energy and technology law. The firm?s clients include financial institutions, public and private utilities, energy and renewable energy companies, developers, manufacturers, retailers, hospitals, universities, agribusinesses, software companies, food and beverage companies, charitable foundations, telecommunications and forestry companies, among others. The company was founded in 1907 and is headquartered in Portland, OR.

NEC Solutions America, Inc. provides integrated solutions for the Connected Enterprise in North America. It provides corporate performance management and biometric security, digital cinema and in-theatre advertising systems, visual displays, and server solutions. It serves the health care and public safety, financial services, cinema, retail, and manufacturing markets. The company was founded on April 1, 2002 and is headquartered in Rancho Cordova, CA.

Centennial Ventures Inc (Centennial Ventures) is a venture capital firm founded in 1981 by Steve Halstedt. The firm is headquartered in Denver, Colorado.

Part of Juniper Networks, Inc., Trilogy, Inc. develops flexible and customizable IPSec security software. The company is based in Concord, MA. The company was founded by Oliver Tavakoli. Joseph A. Liemandt has been the CEO of the company since 1989. Trilogy was acquired by Funk Software, Inc., part of Juniper Networks, Inc. from December 01, 2005 on January 28, 2002.

Trintech, Inc. provides transaction reconciliation and payment infrastructure software solutions. Its portfolio of financial solutions include Cadency, Trintech Disclosure Management, ReconNET and T-Recs. The firm offers its solutions under the categories of account reconciliation, intercompany reconciliation, journal entry, close, compliance, disclosure & financial reporting and unclaimed property compliance. The company was founded in 1985 and is headquartered in Addison, TX.

ALPS Advisers, Inc. (AAI) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2006 and is a subsidiary of ALPS Holdings, Inc., ultimately held by SS&C Technologies Holdings, Inc. (NASDAQ: SSNC). AAI provides discretionary investment management services exclusively to registered investment companies.

Platte River Equity LLC (Platte River Equity) is a private equity firm founded in 2006 by J. Landis Martin. The firm is headquartered in Denver, Colorado.

The National Academies of Science operates as a private non-profit organization that provides advice in sciences, engineering and medicine. It conducted through seven major program areas: Behavioral and Social Sciences and Education, Earth and Life Studies, Engineering and Physical Sciences, Health and Medicine, Policy and Global Affairs, Transportation Research Board, and the Gulf Research Program. The company was founded on March 3, 1863 and is headquartered in Washington, DC.

The National Research Council provides science, technology and health policy consulting and advice. The company was founded in 1916 and is headquartered in Washington, DC.

Wyoming State Bar is an integrated bar association. The firm provides feedback to judicial officials about their performance on the bench and to help the public make more informed judgments in judicial elections. The company was founded in 1915 and is headquartered in Cheyenne, WY.

AvanStrate, Inc. engages in the manufacture and sale of glass substrates for Thin-Film-Transistor (TFT) color liquid crystal displays (LCDs). It offers LCD glass substrates which are used in LCD televisions, LCD monitors for personal computers, mobile phones, touch panels, and three-dimensional televisions. The company was founded on May 21, 1991 and is headquartered in Tokyo, Japan.

Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients.

Breakthrough 307 (Breakthrough 307) is an angel investment firm founded in 2016 by Jerad Stack, Charles Walsh & Ron Wright. The firm is headquartered in Casper, Wyoming.

Cypress Capital Management LLC is a boutique wealth management firm located in Sheridan, WY. Cypress Capital Management offers customized, comprehensive investment strategies that allow clients to achieve their investment and retirement goals. The private company tailors each client's portfolio using individual stocks and bonds, based on a fundamental, balance sheet approach. As independent advisors, they are compensated through fees, not commissions, and take pride in their hands-on approach. Cypress Capital Management does not outsource client funds to third-party managers or mutual funds, but rather conducts their own extensive research and analysis on the markets and individual stocks in their office in Sheridan. The company's investment philosophy is based on fundamental investing, which is still the foundation of their investment philosophy today. The company was founded in 2004 by Matthew McGregor Ebzery and William Bernard Ebzery, with Matthew McGregor Ebzery serving as the CEO since then.

Part of SS & C Technologies Holdings, Inc., Complete Financial Ops, Inc. is a company that provides fund administration services. The company is based in Highlands Ranch, CO. The company was founded in 2008 by Tiffany Cholez. Tiffany Cholez has been the CEO since 2008. Complete Financial Ops was acquired by SS&C Technologies Holdings, Inc. on December 05, 2022.

Signal 88 Franchise Group, Inc. provides private security guard and patrol services. It offers law enforcement and community-based security personnel, incorporating technology solutions, which provides customized security services to the to the residential, commercial, industrial, retail, healthcare, hospitality, and government segments. The company was founded on November 13, 2007 and is headquartered in Omaha, NE.

Altus Wealth Group LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Colorado Springs, Colorado. The firm was founded by Dustin Bench and Jill Reitmeyer in 2017. They provide investment advice to individuals, businesses, high-net-worth individuals, foundations, endowments, family foundations, institutions, trusts and estates.

Fulcrum Energy Capital Funds (Fulcrum Energy) is a private equity firm founded in 2016 by Brad Morse. The firm is headquartered in Denver, Colorado.