Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations. Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide. For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients. With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.

Established in 2005, Caprock is a privately-owned family office with locations in Newport Beach, Seattle, San Jose, Park City and Boise. We are an SEC-registered investment advisor, advising on ~$8 Billion in client assets. We develop customized wealth strategies for individuals and families who don’t have the bandwidth or expertise to do so on their own. Our decisions are based on unbiased, rational analysis with one goal in mind: to protect and grow your wealth.

Guidant Financial helps individuals secure small business funding to start, buy or grow a business. An industry leader in innovative business and franchise funding, we work with new and existing business owners to educate them on their options and create customized funding solutions. Our full suite of funding options include 401(k) business financing, SBA small business loans and unsecured business loans, as well as growth capital and other business services. Visit Guidant on the web at guidantfinancial.com.

• Serves as the point person for operational strategy and execution• Vendor management• Reporting and quarter-end processes • Tech stack implementation and optimization• Compliance review support and employee education• Trading for cash management and portfolio rebalancing• Loves knowing she is part of a team that is making a meaningful impact on people’s lives and legacies• Enjoys analyzing back-office situations and challenges to improve efficiency and streamline processes, along with building and integrating systems to continually improve the client experience

R|W Investment Management is a fee-based financial planning and investment management firm headquartered in Boise, Idaho and serving families nationwide. Our advisors hold the Certified Financial Planner™ designation and the Chartered Financial Analyst® charter and serve as trusted stewards to help you preserve and grow your wealth. Our firm offers institutional management for families, businesses, and non-profit organizations. We help clients make the right decisions when it matters most. Our Investment Advisors draw on over three decades of investment stewardship in Idaho. We have built a dynamic firm to serve the needs of families, businesses, and non-profit organizations. Our investment management process is designed to help our clients adhere to their long term plan throughout market cycles. RW Investment Management, LLC dba R|W Investment Management (“RWIM”) is a Registered Investment Adviser. This document is solely for informational purposes. Advisory services are only offered to clients or prospective clients where RWIM and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by RWIM unless a client service agreement is in place.

Buffington Mohr McNeal is a fee-only registered investment advisory firm established in April of 1998 by M. Dean Buffington, Bruce R. Mohr, and Carey H. McNeal. We provide wealth planning, retirement planning, and investment management in a high touch environment that gives our clients a road map tailored to meet their goals. The three principals and our professional staff manage over $500 million in client assets for individuals, families, trusts, partnerships, foundations, charitable organizations, corporations, and public institutions. As a small team of skilled professionals, we are each personally involved with our clients. And we plan to keep it that way. What does that mean to you? You can be sure that you will always remain one of our most important clients. We are committed to long-term relationships that mature and grow, along with your assets. We love what we do. We enjoy working with financial matters-but we don’t consider numbers to be our business. People are our business. In fact, our best day is a day spent meeting with clients. It is not our goal to become the biggest financial business in town. Just the best.

For decades, Springfield Business Journal has been the only regional publication providing comprehensive business news for southwest Missouri. SBJ.net provides a full spectrum of interactive electronic services and information, targeted newsletters, as well as daily breaking business news.

We have been helping individuals, families, and institutions reach their financial goals for almost 30 years. Our advisors help clients with all aspects of their financial world, including investment management, estate planning, and tax planning and preparation. Our job is to know our clients well. We want them to have a complete roadmap for their financial future, and do not want this to be complicated. We would like our clients to be able to describe their plan for retirement or other goals in 60 seconds or less, and make it understandable to the listener. When you work with Verdi Wealth Management, we promise you will discover a level of advice & service that you never knew existed in a client-advisor relationship. Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Verdi Wealth Management 412 E. Parkcenter Blvd. #325 Boise, ID 83706. 208-331-7858. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Clearwater Advisors was founded by treasury and investment professionals who understand treasury needs and who have a unique perspective and understanding of risk. We combine innovative, tailored investment management with complete portfolio transparency. Launched in 2001 and headquartered in Boise, Idaho, Clearwater Advisors helps clients manage over $7 billion while providing an industry-leading level of exceptional service and manager access.

The Tumwater Canyon is a river canyon in the state of Washington near where Ben Warren spent his childhood. In addition to its calm swimming holes and beautiful scenery, the Tumwater Canyon is famous for its Class V Rapids. The American Whitewater Association defines Class V rapids as “Extremely long, obstructed, or very violent rapids which expose a paddler to added risk. Drops may contain large, unavoidable waves and holes… Rapids may continue for long distances between pools, demanding a high level of fitness…Proper equipment, extensive experience, and practiced rescue skills are essential..” They are the type of experience that is dangerous to take on alone, but an experienced guide can take you through the dangers to places most people only dream of seeing. "We can’t think of a better metaphor for long term investing."​ We believe that real wealth – an income you do not outlive and a significant legacy to your heirs - is achievable for regular people. We believe that achieving real wealth is not driven primarily by investment performance but by investor behavior – making the right decisions at the critical moment. We believe good investor behavior is primarily a function of making a lifetime financial plan and sticking with it, ignoring the fads and fears of the moment. We invest with a buy and hold, long term investment strategy formulated based on a comprehensive financial plan. We do not attempt to time the highs and lows of the markets or individual investments. Comprehensive Financial Planning For: -Retirement -Risk Management -Education -Estate Planning -Parental Support -Cash Management -Corporate Retirement Plan Management -Long Term Investment Capital Management

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