Mark Joseph Reed

Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.

North American Management Corp. (NAM) is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1928, NAM provides investment services to individuals, families, trusts, estates, charitable organizations, limited liability partnerships, pensions and profit -haring plans, corporations, and single family offices.

Bush O'Donnell Investment Advisors, Inc. (BOIA) is a wealth management firm and registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 1986 by William Bush and Richard Kobusch as Bush & Kobusch Investment Advisors. In 1987, James O’Donnell joined Mr. Bush and renamed the firm in 1988. They are a wholly-owned subsidiary of Bush O’Donnell & Co., Inc., which is owned by Ivy Medical LLC. BOIA manages discrete investment portfolios for individuals, families, corporate retirement plans, foundations, endowments and religious communities.