Dana Investment Advisors is an Asset Management firm that guides investors through an ever-changing market environment. Dana actively manages a broad range of public U.S. Equity and Fixed Income investment strategies for corporations, endowments, foundations, family offices and individuals. Our objective is straightforward: Deliver consistent excess returns with lower risk and provide clients with exceptional, personal and timely service.

Fiduciary Management, Inc. (“FMI”), founded in 1980, is an independent money management firm based in Milwaukee, Wisconsin. FMI’s equity investing strategies apply a value discipline, with a focused approach firmly rooted in fundamental research. As of 3/31/2023, FMI has approximately $14.1 billion in AUA ($13.9 Billion AUM). Social media Terms of Use This site is for accredited investors and professional purposes only and should not be considered as investment advice or recommendations to invest in any security, strategy or investment product. Contacting FMI For general questions, please contact FMI directly at [email protected] or (414) 226-4545.

Provident Trust Company is an SEC-Registered Investment Advisor and State of Wisconsin Chartered Trust Company with more than $1 billion of assets under management. Provident manages separate portfolios of $1 million or more and a proprietary mutual fund. Provident provides integrated financial forecasting, portfolio management and trust services for our clients. Our investment management expertise and fiduciary powers combine to provide what we believe is a great value to families and businesses seeking a stable group of experienced professionals to manage their financial affairs.

Mason Wells was founded in Milwaukee in 1998 and has partnered with entrepreneurs, families, and management teams to help their companies reach new levels of excellence while preserving legacy and culture. We pride ourselves on an unwavering commitment to candor, trust, accountability, and transparency in our relationships with our partners, investors, advisors, and employees. Mason Wells brings a people-first and thematic approach to private equity through lasting partnerships by immersing itself in its targeted industry sectors and regional business communities of the Midwest. We know each situation is unique and have a qualified and experienced team to help provide resources that help companies professionalize operations, improve service offerings, execute M&A strategies, and access new markets among many others. Mason Wells has raised over $2.4 billion across five independent buyout funds. We fulfill our commitment to all stakeholders by employing an honest, repeatable playbook to drive thoughtful value creation and partnership, showcased in over 38 platform investments since the firm’s inception. Consumer Packaged Goods: -Beverage -Food -Ingredients -Household -Healthcare -Personal Care Engineered Products and Services: -Building Products -Flow Control -Foodservice Equipment -Healthcare Products -Specialty Chemicals -Test & Measurement Outsourced Business Services: -Commercial, Industrial & Residential Services -Environmental, Infrastructure & Utility Services -Insurance Services -Specialty Distribution -Testing, Inspection, Compliance & Certification -Transportation & Logistics Packaging Materials and Converting: -Food & Beverage -Health & Beauty -Pet Care -Healthcare -Regulatory/Compliance - Warehouse/Logistics

RoundTable Healthcare Partners, based in Lake Forest, IL, is an operating-oriented private equity firm focused exclusively on the healthcare industry. RoundTable partners with companies that can benefit from its extensive industry relationships and proven operating and transaction expertise. RoundTable has established a successful history of working with owner/founders, family companies, management teams, entrepreneurs and corporate partners who share a vision and believe in the value creation potential of its partnership model. RoundTable has raised $4.25 billion in committed capital, including six equity funds totaling $3.65 billion and three subordinated debt funds totaling $600 million.

Heartland Advisors is a boutique, independent investment firm in Milwaukee, WI. Our value-focused, actively managed product suite is offered through 3 mutual funds and 4 separately managed accounts. Our approach is consistent across all of our products, however, we believe each portfolio serves a distinct role and is constructed accordingly. Some of our portfolios emphasize dividends to mitigate volatility and to provide a modest stream of income while others seek to diversify risk and increase opportunity by holding stocks with varying market caps. The ultimate goal with each is to provide superior risk adjusted returns and limit downside participation. Heartland defines value using our proprietary, consistent, and time-tested 10 Principles of Value Investing™. Our Investment Team applies a bottom-up approach that combines traditional fundamental analysis as well as meetings with management, competitors, and end clients of the businesses we consider for investment. DISCLOSURE Past performance does not guarantee future results. This material must be accompanied by a prospectus: m.heartlandadvisors.com/prospectuses. The value of investments vary daily, which may cause loss of principal. Funds are distributed by ALPS Distributors, Inc. Individuals who post here are registered representatives of ALPS. SMAs and related services are by Heartland Advisors and not affiliated with ALPS. For complete disclosures, visit m.heartlandadvisors.com/social.

Landaas & Company is an independent money management firm focused primarily on the needs and objectives of individual investors. Landaas & Company offers objective investment advice based on what we think is best for each client. We are not obliged to any other company for our recommendations. Our ultimate interest is that our clients do well and remain with us. Our academic approach to money management helps us create customized, balanced portfolios from an assortment of mutual funds, stocks, bonds and other assets, both U.S.-based and international. We recommend investment funds consistently managed by proven professionals. Relying on our market-tested knowledge of finance and economics, using a broad array of assets, we seek consistent investment performance with below-average risk. We continually monitor our clients’ portfolios and recommend adjustments to manage risk and maximize return. As the tortoise showed the hare, steady wins the race. We don’t chase fads. We patiently mind our clients’ money for the long haul. Landaas & Company has extensive experience in the financial markets and relies on a team of thoughtful, accomplished professionals representing a diversity of backgrounds and experiences. We invest in our employees and maintain a work environment that is respectful and intellectually stimulating. As a firm and individually, we are involved in our community. We pride ourselves on high ethical standards. We have never had a formal complaint filed against our firm or one of our staff. Landaas & Company is registered as a broker/dealer with the Financial Industry Regulatory Authority. Landaas & Company is registered as an investment advisor with the United States Securities and Exchange Commission and also accountable to clients through the Wisconsin Department of Financial Institutions and similar agencies in the 35 other states and territories where we do business. We are members of Securities Investor Protection Corporation.

Bank Specialists Providing Experience - Leadership - Results Hovde Group is a leading U.S. financial advisory group that provides a full-service suite of investment banking, capital markets, and financial advisory services focused exclusively on the banking and thrift industry. As a leading specialist in the banking sector for over 35 years, Hovde Group consistently ranks among the top firms in mergers and acquisitions and capital markets transactions for U.S.-based bank and thrift institutions. Our firm draws from many years of experience and the comprehensive financial services expertise of our team members to develop and deliver innovative and value-added solutions for our clients. Our experienced professionals provide clients across all 50 states with the expertise, resources and focus necessary to structure, negotiate and successfully close strategic transactions. Hovde Group is a member FINRA/SIPC.

Founded in 2006, Exequity was among the first firms to recognize and act upon the need for independent compensation advisory services. Since that time, we have been at the forefront of partnering with boards and senior management teams on complex issues involving executive compensation, governance, talent management, and corporate transactions. Exequity is recognized as a leader in the executive pay arena, advising hundreds of clients across all industries. In addition to being at the forefront of executive compensation design and corporate governance consultation, Exequity maintains the deepest roster of technical advisors, ensuring both the most sophisticated approach to pay design and adherence with relevant technical requirements and governance strictures. We routinely advise leading U.S. companies on a wide variety of board-level topics, including benchmarking and incentive design, technical (tax, accounting, valuation), corporate governance (ISS, Glass Lewis), and corporate transactions (IPOs, spin-offs). Exequity's distinguishing characteristic is our consulting approach: we seek to provide practical solutions to the specific challenges our clients face, backed by innovative thinking. Exequity continuously improves the tools and resources available to address our clients’ needs by developing and deploying new analytical and conceptual models. Examples include Market Analytics for peer group development and relative TSR modeling and design, as well as the Incentive Zone Calibrator for establishing appropriate performance ranges in incentive plans. As much as every client is unique, so is our guidance.

Accounts Payable, Accounts Receivable (invoicing & collections), Contract Administration, Fixed Assets, Payroll Processing and Reporting, General Ledger Entries & Reconciliations, Financial Statements. Also Notary Public.

SF Investments, Inc. is an investment management company based out of 799 Central Avenue Suite 350, Highland Park, Illinois, United States.

At Ellenbecker Investment Group, our goal is to help you understand what you need to do to achieve your goals so you can relax and enjoy your life. We believe a whole-person approach is the best way to find that kind of true wealth. Our advisors will help you focus on three of the most important human dimensions: financial, personal and social well-being. We will take the time to understand what matters to you now and through all of life’s transitions. And most importantly, we will involve you along the way so you can gain both financial confidence and knowledge. We will take a look at your current investments and apply financial best practices to determine which parts of your plan are working for you – and which parts can use some improvement. Your personalized plan will include everything that you and your spouse or significant other have accumulated. The result will be complete integration of all your investment and financial disciplines into a single strategy, anchored by our high standards. Through regular meetings, ongoing updates and individualized attention, we will keep you on the right path – and make sure you are always familiar with where your plan is taking you.  Advisory services offered through Ellenbecker Investment Group, Inc. (EIG), a Registered Investment Advisor. EIG does not provide tax or legal advice; please consult your tax or legal advisor regarding your particular situation. Diversification and asset allocation do not guarantee positive results. Loss, including loss of principal may result.