Roland A. Goertz

The Midwest Trust Co. is a private company based in Overland Park, KS. The Midwest Trust Co. provides trust services in the Midwest region.

Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co.

Part of UMB Financial Corp., UMB Bank & Trust, NA is a financial institution that offers personal banking services such as checking and savings accounts, credit services, investing, and wealth management. The company is based in Kansas City, MO. The company also provides strategic planning and investment advisory services for families of significant wealth, with a focus on helping clients plan for their lasting impact.

Independent Bankers Financial Corp. bank holding company. The company is headquartered in Dallas, TX.

Price Wealth LLC is a wealth management firm headquartered in Austin, Texas. The firm was founded by Eric Price in 2004 as Price Wealth Management, Inc. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Price Wealth provides integrated wealth management services for families and their foundations.

Formlabs, Inc. engages in the design and manufacture of three-dimensional (3D) printing tools. Its products portfolio includes Form 3, Form 3L, Form 2, Wash + Cure, Form Cell, and Fuse 1. The firm offers products and services in the industries of engineering, manufacturing, education, entertainment, dental, jewelry, healthcare, and audiology. The company was founded by Maxim Boris Lobovsky, Natan Linder, and John D. Cranor III in 2011 and is headquartered in Somerville, MA.

SwiftStack, Inc. provides private cloud storage software solutions. The firm offers software defined storage built from the ground-up for web, mobile and as-a-service applications. SwiftStack contains everything customer need to set up, integrate and operate a private storage cloud based on OpenStack Swift. The company was founded by Joe Arnold, Anders Tjernlund, Darrell Bishop and Orion Auld in 2011 and is headquartered in San Francisco, CA.

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.

Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities.

Haynes & Boone LLP provides legal services. It offers corporate, business litigation, insurance and healthcare law, labor and employment, estate planning, real estate, bankruptcy, intellectual property, white collar crime, and antitrust. The company was founded by Richard D. Haynes and Michael M. Boone in 1964 and is headquartered in Dallas, TX.

Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe.

Texas Life Insurance Co. provides life insurance services through its PLUS Series, a 'brochure' insurance product that includes individual and worksite plans. It is authorized to do business in 49 states and in Washington DC. The company was founded in 1901 by William D. Mayfield and is headquartered in Waco, TX.

First Capital Partners LLC (First Capital Partners) is a private equity firm is founded in 2006 by David F. McLeese. The firm is headquartered in Omaha, Nebraska.

Oil States Industries, Inc. manufacturers deepwater production products and subsea pipelines. The firm operates in offshore oil and gas, land oil and gas, defense and general. Its products and services include floating production systems, subsea pipelines and structures, tabular connection systems, fixed structures, decommissioning, cranes, winches, repair, maintenance and refurb, fabrication services, structural test laboratory, acute welding, piper valves, proprietary products, custom molding operations, rotary selector valve, aerospace products, shock mounts, lockseals, clutches and breaks and plugs. The company was founded in 1942 and is headquartered in Arlington, TX.

Stonehenge Growth Capital Co LLC (Stone Growth Capital) is a private equity subsidiary of Stonehenge Capital Co. LLC founded in 1999 by Thomas Adamek. The firm is headquartered in Baton Rouge, Louisiana.

RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.

People Pattern Corp. provides analytics marketing platform for audience segmentation, user classification, and audience activation. Its services include audience intelligence, customer acquisition, personalized content, influencer identification and activation, enrich first party-data, and client service. The company was founded by Kenneth Seung Cho and Jason Baldbridge in March 2013 and is headquartered in Austin, TX.

E14 Fund Management, Inc. (E14 Fund) is an independent venture capital firm founded in 2013. The firm is headquartered in Wellesley, Massachusetts.

Cigna Ventures LLC (Cigna Ventures) is a venture capital subsidiary of Cigna Holding Co founded in 2018 by Richards Tom. The firm is headquartered in Bloomfield, Connecticut.

Blue Heron Capital Management LLC (Blue Heron Capital) is a private equity and venture capital firm founded in 2009 by Tom Benedetti and Andrew Tichenor. The firm is headquartered in Richmond, Virginia.

Good Shepherd Health Care System is a non-profit healthcare system that operates Good Shepherd Medical Center in Oregon. The hospital has modern equipment and over 40 physicians on staff. The hospital offers CT scan technology that helps physicians analyze areas of the body and make a diagnosis. The hospital's general surgery specialists provide minimally invasive surgical procedures with reduced recovery time. Good Shepherd also offers therapy services including intravenous, respiratory, physical, speech, and language therapy. The Vange John Memorial Hospice is a fundraiser that takes place during December to support the local hospice. The Good Shepherd Women's Center is dedicated to the health of their patients, providing annual exams and treatment of gynecological conditions. Arthur Art Mathisen has been the CEO of the American company since 2023.

Copley Hospital, Inc. provides medical and health care services. It provides health care services to residents and guests of the Lamoille Valley. The company was founded in 1932 and is headquartered in Morrisville, VT.