Lisa Harwood

West Coast Financial LLC (WCF) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Barbara, California. The firm was founded by E. David Yossem in 1983. WCF serves the financial needs of individuals, families, trusts, nonprofits, and businesses.

Sansum Clinic operates as a healthcare company. The firm offers urgent care, primary care, distinguished specialty centers, specialty care and support services. The company was founded by William David Sansum in 1921 and is headquartered in Santa Barbara, CA.

Northwest Investment Counselors LLC (Northwest) is an independent registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded in 1998 by Mark E. Scarlett, Matthew J.N. Roehr. Northwest provides investment supervisory services to individuals and families, pension and profit-sharing plans, trusts, estates, and charitable organizations.

DM Management & Consulting SRL provides management consulting services. The private company is based in Parma, Italy. The Italian company was founded in 2011 by Luca Romani, Stefano Massari. Stefano Massari has been the CEO since 2011.

Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs.

WaCap-O Real Estate Opportunity Fund VIII Feeder LLC engages in the provision of investment services. The company was founded in 2020 and is headquartered in Seattle, WA.

WaCap - O Real Estate Income Fund Feeder LLC provides investing services. The company is headquartered in Seattle, WA.

WaCap - O Real Estate Debt Fund III Feeder LLC provides investment services. The company is headquartered in Seattle, WA.

Federated MDTA LLC (dba MDT Advisers) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors.

Sustainability Accounting Standards Board is a non-profit organization, which engages in the development and maintaining of robust reporting standards that enable businesses around the world to identify, manage, and communicate financially material sustainability information to their investors. Its market use include supporters, perspectives and case studies, SASB resources, SASB reporters, firm licensing SASB. The company was founded by Jean Rogers in 2011 and is headquartered in San Francisco, CA.

Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.