David L. Sweitzer

Union Security Insurance Co. is a stock life insurance company, which engages in the provision of pre-funded funeral insurance products, and accidental death and dismemberment policies. It also offers life and health insurance products including group insurance products. The company was founded in 1910 and is headquartered in Madison, WI.

CUNA Mutual Group engages in the provision of life insurance, investment advisory, and information technology services. It offers credit union protection, retirement solutions, trustage insurance program, and lending services. The company was founded in 1935 and is headquartered in Madison, WI.

MIB Group, Inc. provides data-driven risk management and digital solutions. It offers underwriting services, MIB checking services, and risk analytics. The company was founded in 1902 and is headquartered in Braintree, MA.

Cape Abilities, Inc. provides services for elderly and persons with disabilities. It offer cape abilities life skills, community based day support program, pre-employment transition, and transportation, residential services. The company was founded in 1968 and is headquartered in Hyannis, MA.

MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans.

Huntington National Bank (Investment Management) (HNB-IM) is an investment management division of Huntington National Bank, which is a wholly-owned subsidiary of Huntington Bancshares, Inc. (NASDAQ: HBAN). The firm was founded in 1866 and is headquartered in Columbus, Ohio. HNB-IM provides investment management and trust services to individuals and families who seek guidance in the management of their investment assets.

Bank Insurance & Securities Association is a business association. The non-profit company is based in Washington.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

Members Trust Co. offers trust and investment services to credit unions, members, and private clients with a focus on estate planning and retirement savings. Members Trust was founded in 1987 and is based in Tampa, FL with subsidiaries in the United States. The private company provides guidance on investment management, long-term care planning, and tax-efficient investing. The company also offers information on converting traditional IRAs to Roth IRAs, business succession planning, and designating beneficiaries. Kenneth E. Lako has been the CEO of the company since 2023.

The American Council of Life Insurers (ACLI) is a non-profit organization that has been delivering financial security to families for over 175 years. ACLI is based in Washington, and Susan K. Neely has been the CEO of the private company since 2018. With over 90 million families relying on their life insurance and financial protection products, ACLI's fundamental mission is to safeguard people and the things that matter most to them. The organization advocates for public policies that protect consumers while ensuring families have access to information about different choices for retirement security.

The Chamber of Commerce of The United States of America provides information on how businesses can adapt their workforce development and management strategies to deal with the changing labor market. The non-profit company is based in Washington and has subsidiaries in the United States. The Chamber of Commerce of The United States of America is the world's largest business organization, advocating, connecting, informing, and fighting for business growth and success. The American company was founded by Michael Scown, and Suzanne P. Clark has been the CEO of the company since 2014.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

CMFG Life Insurance Co. (Investment Portfolio) (CMFG Life-IP) is the investment portfolio division of CMFG Life Insurance Co., an insurance company headquartered in Madison, Wisconsin. CMFG Life-IP manages the investment portfolio of insurance clients.

United Way of Dane County, Inc. aims to improve lives and strengthen communities. It offers programs which cover the areas of education, healthcare, homelessness, domestic violence and aiding people with disabilities. The company was founded in 1922 and is headquartered in Madison, WI.

TruStage Ventures LLC (TruStage Ventures) is a venture capital subsidiary of CUNA Mutual Group founded in 2016. The firm is headquartered in Madison, Wisconsin.

Foley & Lardner LLP engages in the provision of legal services. Its practice areas include employee benefits and executive compensation, environmental, estates and trusts, finance, international tax and transfer pricing, private equity and venture capital, real estate, securities, commodities and exchange regulation, taxation, and transactions. The company was founded by Asahel Finch and William Pitt Lynde on September 8, 1842 and is headquartered in Milwaukee, WI.

Liberty Mutual Insurance Co. provides auto, home and life insurance services. The firm offers insurance for personal automobile, workers compensation, homeowners, commercial multiple peril, commercial automobile, general liability, global specialty, group disability, assumed reinsurance, fire and surety. The company was founded on July 1, 1912 and is headquartered in Boston, MA.

Factory Mutual Insurance Co. provides commercial and industrial property insurance worldwide. Its products include sustainability select, cargo insurance, alternative risk transfer:Rent-A-Captain and business interruption coverage. The firm services include boiler and machinery services, predictive analytics and claims services. The company was founded in 1999 and is headquartered in Johnston, RI.

Morgan, Lewis & Bockius LLP provides legal consulting services. It specializes in transactional, litigation, labor and employment, regulatory, and intellectual property legal services to various industries. The company was founded in 1873 and is headquartered in Philadelphia, PA.

Epic Systems Corp. develops healthcare information systems. It offers inpatient clinical, electronic medical record, portable clinical information, core specialty support, operating room management, ICU/acute care support, and inpatient pharmacy services. The company also provides implementation, process engineering, training, optimization, architecture, and content services. Epic Systems was founded by Judith R. Faulkner in 1979 and is located in Verona, WI.

DebtMarket, Inc. provides online marketplace for buying and selling loans. It provides access to portfolio price transparency, increased transactional communication and streamlined processes. The company was founded by Scott Walchek in 2007 and is headquartered in San Ramon, CA.

SSM Health Care Corp. provides rehabilitation and pediatric services, long-term and residential care facilities, hospices and home health agencies, physician practices, ambulatory care centers, professional office buildings, shared services, and health related businesses. Its services include corporate responsibility process, communications, human resources, home care management, information technology, and strategic planning and marketing. The company was founded in 1872 and is headquartered in Saint Louis, MO.

Integrity Partners Management Co. (Integrity Partners) is a venture capital firm founded in 1999. The firm is headquartered in Alamo, California.

Part of Altaba, Inc., C2B Technologies is a company that develops on-line comparison shopping software. The company is based in San Mateo, CA. The company was founded by Scott Walchek, Greg Newman. Scott Walchek has been the CEO since incorporation. C2B Technologies was acquired by Inktomi Corp. on September 01, 1998 for $139.84 million.

Macromedia, Inc. provided software technologies and internet solutions such as websites, rich media content & internet applications across multiple platforms. The company was founded in 1992 and was located in San Francisco, CA

Sanctuary Woods Multimedia Corp. is engaged in the development, publication and sale of interactive multimedia educational software products for the home and education markets. The company sells its products in North America through educational dealers and distributors as well as directly to schools. It also distributes products on a limited basis in the consumer retail channel. Currently it focuses on the development of children's educational software products and youth oriented web sites for the NFL and major league baseball on a contract basis.

Ionic Fusion Corp. designs, manufactures, and distributes electronic equipment. The company also creates multiple alloys and precious metal configurations. It offers its services to the aerospace, automotive, electronics, marine medical, and power systems industries. The company was founded in April, 2001 by Rod Ward, John Petersen, and Vince Sciortino and is headquartered in Longmont, CO.

ePlanet Capital Advisors US Inc (ePlanet Capital) is a venture capital firm founded in 1999 by Asad Jamal. The firm is headquartered in San Jose, California.

CanDoGo, Inc. delivers on-demand coaching and mentoring services. The company was founded by Larry McClymonds and Michael Norton on January 16, 2007 and is headquartered in Denver, CO.

Palm Beach Capital Partners LLC (Palm Beach Capital) is a private equity firm founded in 2001 by Shaun McGruder and Nathan Ward. The firm is headquartered in West Palm Beach, Florida.

TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts.

Trov, Inc. provides insurance technology platform. It offers mobility insurance and enterprise applications. The firm through its insurtech platform empowers financial institutions and insurance incumbents to deploy modern solutions for homeowners, renters, drivers and small businesses. Its technology-enabled brokerage combines software with bespoke insurance products to solve the risk management issues facing companies in emerging mobility and gig work. The company was founded by Jim Gemmell and Scott Walchek in June 2012 and is headquartered in Danville, CA.

Revalesio Corp. develops therapeutics for the treatment of inflammatory diseases through Taylor-Couette-Poiseuille (TCP) flow. The company is headquartered in Tacoma, WA.

Happy Money, Inc. provides online debt settlement services. It offers a free, web-based service that allows consumers to view all of their financial information in one place. The firm encourages users to set personal financial goals, and offers motivational strategies and rewards when they make progress. It also offers a social platform that helps users manage their way out of debt. The company was founded by Ralph S. Saunders III and Eden Warner in 2009 and is headquartered in Costa Mesa, CA.

Steeped, Inc. provides ground, pre-dosed, ready to brew specialty coffee. The company was founded by Josh Wilbur and is headquartered in Scotts Valley, CA.

Kangyu Commericial Consulting (Shanghai) Co., Ltd. develops and operates healthcare recommendation software platform. It offers a mobile application platform for online diagnosis, online pharmacy, insurance claim, and health management. The company was founded by Jan Velich, Neil Liang, and Sebastien Gaudin on June 27, 2014 and is headquartered in Shanghai, China.

FRDM, Inc. operates as a social tech company. The company is based in Lafayette, CA. The company was founded by Justin Dillon. Justin Dillon has been the CEO since incorporation.