Krista Kay Linn

Founded in 1987, Concord Asset Management LLC is a registered investment advisor located in Chicago. The firm is a subsidiary of Madison Asset Management LLC and their ultimate parent is Madison Investment Holdings, Inc. Concord Asset Management provides investment management services to private and institutional portfolios.

Founded in 1989 by William Goldstein and Kimberly Geary, Lodestar Investment Counsel LLC is a wealth management firm and registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Dearborn-Flanzer LLC, which is owned by its Co-Presidents and Managing Directors, Robert Dearborn and Peter Flanzer. Lodestar provides investment management services to individuals, trusts, family offices, corporate and individual retirement plans, and charitable organizations.

Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles.