Karen A. Bouche

Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients.

Marietta Investment Partners LLC (Marietta) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by John T. Evans in 2000. Marietta provides investment advisory services to individual, trust and institutional clients.

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.

Questco LLC operates as a professional employer organization. It offers employee benefits, workers compensation, payroll and tax administration, human resource outsourcing, and retirement services. The company was founded in 1989 and is headquartered in Conroe, TX.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Parallel49 Equity (Parallel49 Equity) is a private equity firm, a subsidiary of Tricor Pacific Capital, Inc. founded in 1996 by Rod R. Senft, J. Trevor Johnstone and David James Rowntree. The firm is headquartered in Illinois, US.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

NWD Investment Management, Inc. provides asset management services to institutional and individual investors. It is an asset management firm for individuals and institutional clients, including corporate & public pension plans, foundations & endowments, mutual fund companies and insurance companies. The company was founded in 1999 and is headquartered in Conshohocken, PA.

ShoreView Industries LLC (ShoreView Industries) is a private equity firm founded in 2002 by Robert Davis, Jeffrey Mudge, and David Wakefield. The firm is headquartered in Minneapolis, Minnesota.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Edmonds Duncan Registered Investment Advisors LLC (Edmonds Duncan) is an independent, SEC-registered investment advisor headquartered in Lawrence, Kansas. The firm was founded by Jason Edmonds and Donald Duncan in 2013. Edmonds Duncan provides investment advisory services on a discretionary basis to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors.

The Chamber of Lawrence provides tools and resources to build, sustain and grow the business. The firm’s programs include metropolitan E-community, leadership Lawrence and government & community affairs. The company was founded on December 12, 1878 and is headquartered in Lawrence, KS.

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.

Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN.

The Fox Cities Chamber of Commerce is a business organization that serves as a platform for businesses to connect, network, and collaborate with each other.

Gold Standard Baking, Inc. produces and supplies fresh and frozen baked foods. Its products include croissants, butterflake rolls, danish cakes, signature breads and clamshells. The company was founded in 1987 and is headquartered in Chicago, IL.

Johnson Financial Group LLC (JFG) is a SEC-registered investment advisor and wealth management firm headquartered in Denver, Colorado. The firm was founded by Brandon Johnson in 2002 and is principally owned by B&W Holdings LLC. JFG offers investment management, financial planning and family office services to individual, private foundation, business and institutional clients.

Strong Precision Technologies, Inc. designs, manufactures and markets precision-machined components serving the medical and industrial markets. It has made two acquisitions to form its medical division: Inland Midwest Corp. and MedTorque, Inc. The Medical division provides precision contract manufacturing and services for spinal and orthopedic surgical instruments and implants. The firm has made two acquisitions to form its industrial division: Comet Tool, Inc. and Duro-Life Corporation. The Industrial division manufactures metal components and tools used in agricultural, construction, mining, hydraulic machinery, mobile equipment and transportation end markets. The company was founded in 2011 and is headquartered in Elk Grove Village, IL.

Novartis Pharmaceuticals Corp. develops, manufactures, and markets prescription drugs. It manufactures and markets prescription drugs used to treat a number of diseases and conditions including cardiovascular, dermatological, central nervous system, bone disease, cancer, organ transplantation, psychiatry, infectious disease, and respiratory. The company was founded in 1996 and is headquartered in East Hanover, NJ.

Medical Positioning, Inc. provides medical products. It manufactures and sells patented specialty beds and tables designed to improve diagnostic imaging procedures in cardiology, radiology, and mammography as well as interventional procedures. The firm products enable hospitals and physicians to improve the quality of images they obtain from their ultrasound and fluoroscopy equipment. The company was founded in 1988 and is headquartered in Kansas City, KS.