Brett Roubal

The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds.

ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles.

Textron Financial Corp. engages in the provision of financial services. It offers a wide array of loan and lease solutions. The company was founded in 1962 and is headquartered in Wichita, KS.

ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals.

Strategic Point Investment Advisors LLC (SPIA) is a registered investment advisory firm headquartered in Providence, Rhode Island. The firm was founded by David Brochu in 1989 and is a wholly-owned subsidiary of FI Services Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPIA provides investment advisory services for a variety of clients including individuals and retirement plan sponsors under ERISA.

Founded in 2001, Legent Clearing LLC is a broker/dealer located in Omaha, Nebraska. The firm is a subsidiary of COR Securities Holdings, Inc. and their ultimate parent is COR Capital LLC. They provide trade execution, securities clearance and settlement processing services to brokers and dealers in the US. Legent Clearing's products and services include annuities, retirement plans services, technology solutions, product literature and technology demos.

Sage Partners LLC is engaged in management consulting and venture development services. The company was founded by Thomas L. Doorley, John R. Gaulding and Edward F. West in 2001 and is headquartered in Wellesley Hills, MA.

CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

Association for Financial Professionals, Inc. provides treasury management services. It provides training, certification, career counseling and other professional development services and hosts an annual four-day conference. The firm also publishes AFP Exchange, a bimonthly magazine. Its committee on Investment of Employee Benefit Assets represents executives who oversee investment funds of pension and benefit plans. The company was founded in 1980 and is headquartered in Bethesda, MD.

Integrity Applications, Inc. operates as an engineering and software services company. It specializes in system engineering, system integration, system acquisition, software integration, visualization and modeling, and simulation to system program offices, enterprise system engineering activities and organizations across the intelligence community and department of defense. The company was founded by Joseph L. Brickey, Kenneth A. Abeloe, Paul J. Frommelt and Steven M. Wear in 1999 and is headquartered in Chantilly, VA.

International Franchise Association is a non-profit organization, which represents and protects the interests of the franchise community. The company was founded in 1960 and is headquartered in Washington, DC.

American Physical Therapy Association (APTA) is a individual membership professional organization representing more than 77,000 member physical therapists (PTs), physical therapist assistants (PTAs), and students of physical therapy. APTA seeks to improve the health and quality of life of individuals in society by advancing physical therapist practice, education, and research, and by increasing the awareness and understanding of physical therapy's role in the nation's health care system.

Jeffrey Slocum & Associates, Inc. operates as a investment research and advisory firm. It focuses on global fixed income, global equities, alternative investments, and direct hedge fund strategies. The firm offers strategic integration of investments with an institution’s overall mission, objectives, and operations, investment policy development, asset allocation modeling, incorporating liabilities, spending, and liquidity considerations, risk budgeting, liability driven investment, investment manager selection, performance measurement and attribution analysis, investment policy compliance monitoring, transition management, fee negotiations and benchmarking, other service provider searches, education of clients staffs, committees, and other constituencies. The company was founded by Jeffrey Charles Slocum in 1986 and is headquartered in Minneapolis, MN.

Jardine Matheson Ltd. provides management services to group companies. The company is headquartered in Hong Kong.

BalancePoint, Inc. provides information technology consulting services. Its services include IT project solutions, IT staffing, leadership and strategy practice. The company was founded in 2004 by Michael Sommers, Jacquie Morgan and Scott James Lippert and is headquartered in Kansas City, MO.

Part of RTX Corp., Pratt & Whitney Aircraft Co. is a manufacturer of gas turbine, airframe, and nacelle components.

Sport & Spine Rehab of Fort Washington LLC engages in the provision of back, neck, spine therapy, and rehabilitation services. It offers comprehensive care by combining chiropractic, physical therapy, rehabilitation and patient education to eliminate symptoms, restore full function and promote a healthy lifestyle. The firm also promotes wellness by supporting local employers and charitable organizations, providing screenings and consultations at health fairs as well as educational lectures. The company was founded by Jay S. Greenstein in 1994 and is headquartered in Fort Washington, MD.

Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities.

Clarity Asset Management, Inc. is a fee only financial planning and asset management firm. The private company is based in Ames, IA. As a fiduciary team, they work together for the benefit of their clients, always putting their best interest first.

Woodmen of the World Life Insurance Society (Invt Port) (dba WoodmenLife) is the investment portfolio division of Woodmen of the World Life Insurance Society, a not-for-profit fraternal benefit society headquartered in Omaha, Nebraska. WoodmenLife manages client’s investment portfolio.

CWM LLC is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2010 and is a wholly-owned subsidiary of Carson Group Holdings LLC. CWM manages investment portfolios for individual clients, high net-worth families, foundations, endowments, and institutional investors. They also provide personal financial planning and investment advice.

Aether Investment Partners LLC (Aether Investment Partners) is a private equity firm founded in 2008 by Sean A. Goodrich and Troy R. Schell. The firm is headquartered in Denver, Colorado.

Pediatric Brain Foundation provides financial support to families of children with neurological disorders.

Gardedam Therapeutics, Inc. provides pharmacological research services. The firm develops and commercializes pharmacological chaperone based small molecule and protein therapeutics. The company was founded by Gergely Toth in 2012 and is headquartered in Palo Alto, CA.

Sagacious, Inc. provides services and support for financial services companies. The firm’s services include implementation, custom development, integration, workflows and process automation, support and training and analytics and business intelligence. The company is headquartered in West Des Moines, IA.

Alvarez & Marsal Europe LLP engages in the provision of business and management consultancy services. The company was founded on August 10, 2007 and is headquartered in London, the United Kingdom.