Founded in 1987, Carlson Capital Management (CCM) is a comprehensive wealth management firm and trusted fiduciary advisor that brings together in one place the key disciplines of investment, estate, retirement, risk management, and philanthropic planning to provide fully integrated wealth management. With this structure, clients receive integrated advice from a collaborative team, giving them a greater sense of control and understanding, confidence that each facet of wealth is coordinated and optimized, and, most importantly, peace of mind. CCM serves high net worth individuals and families, and receiving exceptional service and being wrapped in care are defining characteristics of the client experience at CCM.

Accredited Investors Wealth Management® provides an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Our services are best suited for those in the Twin Cities and connected communities around the country who value our team approach and willingness to engage in deep relationships. Our team is comprised of professionals with wide-ranging backgrounds in accounting, law, investment research, banking, and philanthropy, all working together to craft personalized strategies for each client family. We have a profoundly collaborative culture valuing the collective “we over me” team mindset with a group of multigenerational owners serving multigenerational client families. We created the widely acclaimed Wealth Management Index™, which guides meaningful conversations about money and values, leading to personalized and proactive planning strategies. Going through this process together empowers our clients to spend their lives wisely. Founded in 1987, Accredited Investors Wealth Management® manages approximately $3 billion of investment assets as of 12/31/2022. Spend Your Life Wisely™ For important information and disclosures, please visit: accredited.com/disclosures

Garda Capital Partners has over 20 years of experience deploying relative value strategies across fixed income markets for institutional investors. Garda embraces one investment strategy with one focus: Protect and grow capital for institutional investors who entrust their money to Garda so they can deliver on their promises to their stakeholders. Garda's approach to fixed income relative value investing, their integrity, has earned the trust of investors and counterparties over many market cycles. Garda has offices in Wayzata, Minnesota; New York City, New York; Scottsdale, Arizona; West Palm Beach, Florida; Geneva, Switzerland; Copenhagen, Denmark; and Singapore.

Twin Cities-based Oppidan Investment Company is a national property development firm offering a full range of real estate services including asset management, brokerage services, construction management and project management. Since our founding in 1991, Oppidan has successfully developed in excess of 450 projects valued at more than $3.0 billion and spanning 15.8 million-square feet throughout 35 states and parts of Canada. Over the years, Oppidan’s range of clients has grown to include not only retailers but also banking, recreation, medical, office, industrial, nonprofit, residential apartments and senior housing, and more. We are most notably recognized for our work with industry leading businesses Orchard Supply Hardware, Duluth Trading Company, Goodwill, General Electric, Shopko, Carbo Ceramics, Ebenezer, and FreshThyme. Oppidan is the preferred developer for Lowe's, a Orchard Supply Hardware chain, helping them grow and redevelop throughout the nation. Oppidan has a reputation for being fast, being flexible, and being value-oriented while meeting our clients’ needs and exceeding their expectation. We also have a reputation for offering broad thinking and unprecedented depth of experience that defies our size. We believe it is our ability to live up to this reputation that has led every single Oppidan client over the past 27 years, to become a repeat client. Today, Oppidan remains at the forefront of the ever-changing real estate industry, helping our clients find the right properties in the right locations, at the right price so they can grow their business.

Octavus sources a variety of alternative investment products, including private equity, hedge fund strategies, managed futures, and REITs. Octavus and its wholly owned subsidiary broker/dealer, Octavus LLC, market selected alternative investment products to a number of U.S. brokerage and independent financial planning firms and assists those firms in accessing alternative investment solutions for their clients.

Minneapolis, Minn.-based JNBA Financial Advisors is an independent, fee-only wealth management firm that specializes in client-focused asset management and financial planning for discerning achievers. We strive to inspire confidence and contribute to your financial well-being by providing the best care to every client through highly personalized and integrated wealth management expertise and advocacy. More than a mission statement, it’s a partnership promise. One we stake our record, our ratings, our reputation, and our remarkable client retention rate (97% since tracking began in 2001) on. Considering the fact that financial relationships tend to be both complex and interdependent, we believe that truly effective wealth management must be continuous, comprehensive, and perfectly coordinated. At JNBA, we pledge to mentor your money and guide every mile of your wealth journey, from initial assessment, to retirement planning, to investment and risk management, to tax and estate planning – while always looking at success through your eyes and your eyes alone. That’s the JNBA way. For more information, visit www.JNBA.com.

North Sky Capital is a pioneer in impact investing in the United States. Now in its 24th year, North Sky has deployed more than $1.3 billion across 140+ impact investments. The firm has two flagship investment strategies: impact secondaries (private equity) and sustainable infrastructure (direct). Both strategies support positive environmental and social impact while targeting market rate investment returns. North Sky has been an active impact investor since the beginning of the modern era of private markets impact investing in 2005-6. Founded in 2000, we have raised more than $1.7 billion of investor commitments. Since 2003, we have been playing an innovative and leadership role in the impact investment marketplace. We identify and invest in companies, private equity funds and infrastructure projects focused on making the world a better place. In 2005, North Sky launched the first impact fund of funds in North America. We have continued to innovate in this market, launching the first impact secondaries fund in 2013. Today, our Impact Secondaries Funds are the leading liquidity providers to impact investors worldwide. During the Great Recession, we identified an opportunity to invest in clean energy infrastructure projects in North America, while also creating high-paying construction jobs. We raised our first Infrastructure Fund in 2010 and have since created approximately 3.3 GW of new clean power generation and storage capacity in North America. To date, we have invested $635 million in 36 projects, creating more than 2 million green job hours. Together with our clients, we have created one of the most impactful investment platforms focused on private markets in North America. We continue to collaborate with our clients to do even greater things tomorrow. For more information, visit northskycapital.com

Yukon Partners provides mezzanine capital to middle market businesses with a focus on transactions controlled by private equity sponsors. The transactions include buyouts, recapitalizations, and acquisitions. Our investments take the form of subordinated debt, preferred equity, and minority common stock.

Modus Advisors provides fee-based financial planning, retirement planning, and investment management services. We manage investment portfolios for successful individuals and families. Modus Advisors, LLC is a Registered Investment Advisor (RIA). A successful financial planner since 1985, Tad Weiss founded Modus Advisors in 2009 to meet a growing client need. Tad saw that the financial planning marketplace was becoming increasingly complex. He felt that what the financial services world needed most was an improved method to develop and deliver unbiased, easy-to-understand financial planning results. To provide these results-focused solutions, Tad founded Modus Advisors and the Modus Method was born. Modus Advisors is an independent firm, with the freedom to recommend investments without bias or conflict of interest. We are committed to forming long-term, meaningful partnerships with our clients. www.ModusAdvisors.com [email protected] 952-946-1000

PERKINS CAPITAL MANAGEMENT, INC. is a financial services company based out of 730 EAST LAKE STREET, WAYZATA, Minnesota, United States.

As a Registered Investment Advisory firm, we have a fiduciary responsibility. We manage your investments and provide you with financial advice, with your best interests always as our highest priority. Our firm is independent, our employees are owners, and our advisors are fiduciaries. This combination leads to a culture of collaboration, fewer conflicts of interest, and a promise of accountability to you from the moment we meet. You’ll have a powerful group of smart people on your side because every Marks Group team member collaborates on your behalf. We conduct our own research, build our own portfolios, and design and implement strategies based on your specific priorities. Investment Advice offered through Marks Group Wealth Management, a Registered Investment Advisor.