Daniel Sullivan

Thrivent Financial for Lutherans operates as a not-for-profit membership organization of Christians, which engages in the provision of investment advisory services. It offers life insurance, annuities and mutual funds, student and educational resources, charitable planning, and trust services. The company was founded in June 2001 and is headquartered in Minneapolis, MN.

Associated Bank NA engages in the provision of banking and non-banking financial services to individuals and businesses. It offers personal, business, commercial, and wealth services. The company was founded in 1874 and is headquartered in Green Bay, WI.

TSG Consumer Partners LLC (TSG Consumer Partners) is a private equity firm founded in 1986 by Charles Howard Esserman. The firm is headquartered in Larkspur, California.

The Appleton Group LLC (Appleton Group) is a SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Mark Scheffler in 2002 and was acquired by Johnson Financial Group, Inc. in 2023. Appleton Group provides professional, full-time investment advisory and fiduciary services for a wide variety of clients, who includes private clients, employer sponsored plans and non-profit endowments.

U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH.

Kessler Investment Group LLC (KIG) is an independent, SEC-registered investment advisor headquartered in Columbus, Indiana. The firm was founded by Craig Kessler in 2008. KIG provides discretionary portfolio management for individuals, institutions and ERISA Plans.

Harbour Capital Advisors LLC is a wealth management firm and registered investment advisor headquartered in Tyson's Corner, Virginia. The firm was founded in 2011 and is a subsidiary of Harbour Lights Holding Co., Inc. Harbour Capital Advisors provides holistic, personalized wealth planning and investment management solutions to individuals, families and their charitable organizations.