Glenna K. Anderson

Aon Plc is engaged in the provision of a range of risk, retirement, and health solutions. It operates through Aon United segment. The Aon United segment gives advice and solutions to clients focused on risk, retirement, and health through five principal products and service revenue lines: Commercial Risk Solutions, Reinsurance Solutions, Retirement Solutions, Health Solutions, and Data and Analytic Services. The Commercial Risk Solutions includes retail brokerage, cyber solutions, global risk consulting, and captives. The Reinsurance Solutions comprises treaty and facultative reinsurance brokerage and capital markets. The Retirement Solutions consists core retirement, investment consulting, and talent, rewards and performance. The Health Solutions involves in heath and benefits brokerage and healthcare exchanges. The Data and Analytic Services composes of Affinity, Aon InPoint, and ReView. The company was founded in 1979 and is headquartered in London, the United Kingdom.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs.

Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Sentry Insurance A Mutual Co. offers property, casualty, and life insurance products & services. The firm offers boat, renters, life, motorcycle, personal liability, rental property, and recreational vehicle insurance services. The company was founded in 1904 and is headquartered in Stevens Point, WI

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Part of Bank of Montreal, BMO Financial Corp. provides banking and investment services. The company is based in Wilmington, DE. Darrel Hackett has been the CEO of the company since 2023.

United Way of Metro Chicago, Inc. operates as non-profit organization, which allocate funds for health, education, financial stability and safety. The firm provides health, education and financial services. It offers 211 hotline support, center for human trafficking and slavery, born learning, and sports activities. The company was founded by Frances Wisebart Jacobs, Myron W. Reed, William J.O’Ryan, Dean H. Martyn Hart and Rabbi William S. Friedman in 1887 and is headquartered in Chicago, IL.

BMO Bank NA provides personal, business, and commercial banking products and financial advisory services. Its personal banking products and services include checking accounts; statement savings accounts, money market accounts, and certificates of deposit (CD); fixed and adjustable rate mortgages; credit cards, loans and lines of credit, and retirement accounts and investments; home equity, personal loans and lines of credit, and auto loans; and online banking, mobile banking, phone banking, payment and deposit, cross-border banking for Canadians, and switch kit services. The company was founded in 1882 and is headquartered in Chicago, IL.

Consello Capital LLC (Consello Capital) is a private equity subsidiary of Consello Management LP founded in 2021 by Declan Martin Kelly. The firm is headquartered in New York.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

Northwestern Medical Group operates hospitals. The private company is based in Glenview.

Sentry Insurance sells fire, marine, casualty, life, and health insurance. It offers auto delarship, distributors and retailers, equipment dealership, food processing, metalworking, printing, national accounts, transportation, truck and trailer dealership. The company was founded in 1904 and is headquartered in Stevens Point, WI.

Milwaukee World Festival, Inc. provides event management services. It engages In live entertainment and hospitality. The company was founded in 1967 and is headquartered in Milwaukee, WI.

The Chicago Community Trust provides charity services. It offers services to organizations such as social services agencies, schools, health centers, museums and theaters in the Chicago area. The firm provides charitable resources in the arts and culture, basic human needs, community development, education and health sectors. The company was founded in 1915 and is headquartered in Chicago, IL.

World Business Chicago provides economic data and statistical assistance services. The company was founded in 1999 and is headquartered in Chicago, IL.

Junior Achievement of Chicago engages in the provision of educational services. Its programs are funded by businesses and individuals and are designed to be taught in the classroom by business, parent, and community volunteers. The company was founded in 1940 and is headquartered in Chicago, IL.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

United Way of Palm Beach County, Inc. is a non profit organization that helps to improve the lives of individuals and families in Palm Beach County by uniting the resources of donors, volunteers, agencies and the community. The company was founded in 1928 and is headquartered in West Palm Beach, FL.

HH&A, Inc. is a local cooling service expert in the Naperville area. HH&A is based in Naperville, IL and has subsidiaries in the United States. The company specializes in spring AC tune-ups and heat pump installations. The company was founded in 2012 by Jeremy Hesselink, who has been the CEO since then.

Rush Street Capital LLC is a financial services company that specializes in capital markets, mergers and acquisitions, and special situations. The private company is based in Chicago, IL. The company provides debt and equity capital markets, mergers and acquisition, financial restructuring, and valuation services to private equity firms, private business owners, and some of the largest corporations in the country. The company has over 50 years of combined investment and commercial banking experience, which has given them significant industry expertise, deep relationships, and a keen understanding of how to address a company ’ s corporate finance and investment banking needs. Rush Street Capital provides their clients access to a robust and well-qualified market of equity, debt, and hybrid capital providers. The company navigates the capital markets for their clients, allowing them to focus on running their businesses, saving them valuable time and resources, and providing them financing options from which to choose.

Rush Street Ventures (Rush Street Ventures) is a private equity subsidiary of Rush Street Capital LLC founded in 2019 by Rick Lopez. The Firm is headquartered in Chicago, Illinois.