H. Gerald Bidwell

Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations.

Willamette Management Associates provides financial advisory and business valuation services. The company's services include tax planning and compliance, litigation support, bankruptcy, reorganization, and strategic planning services. The company was founded in 1969 and is headquartered in Chicago, IL.

OnPoint Community Credit Union provides business calculators to answer common business and finance questions, including details of loans, leases, cash flow, financial ratios, and more. The private company is based in Portland, OR, and serves the areas of Portland, Bend, and Vancouver. The company also offers business insurance, including general liability insurance, automotive insurance, property insurance, and more. OnPoint's digital banking services allow customers to conveniently track their business accounts, pay bills, and transfer funds online. Additionally, OnPoint partners with GreenPath Financial Wellness to provide members with free individualized counseling, guidance, and educational resources. The company also offers retirement services and planning to help employees improve their financial well-being, reduce turnover, and make recruitment efforts more competitive. The CEO of the company is Robert A. Stuart.

Jennifer Black & Associates LLC is an independent research firm headquartered in Lake Oswego, Oregon. The firm was founded by Jennifer Black in 2003. They provide institutional investors with research and investment advice on specialty soft-line retail and apparel manufacturing industries.

Hudson Capital Management (NY) LP (Hudson Clean Energy Partners) is a private equity subsidiary of Hudson Sustainable Investment Management LLC. The firm is founded in 2006 by Neil Z. Auerbach and Hudson M. David. The firm is headquartered in New York.