Jason G. Ruff

Montana Board of Investments is a state-owned pension fund manager headquartered in Helena, Montana. The firm was founded by the Montana legislature in 1972. Montana Board of Investments provides prudent investment management of state and local government funds. They work with financial institutions, state agencies, and local governments to enhance and expand Montana’s economy, assist new and expanding Montana businesses, and lend low-interest funds to eligible governments for a variety of projects.

Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities.

Windgate Acquisition Ltd. is a development-stage company that focuses on acquiring, operating and managing hospitality properties across the United States. It plans to target properties in several areas, including downtown centers, airports, and suburban locations. Each hotel that the company will acquire will be strategically located and intended to serve as a hospitality provider for its selected market. The company will concentrate its efforts in acquiring, operating and managing mid-priced hotels; however, from time to time the company may also consider opportunities in low-price or discount hotels and premium, higher-priced hotels. It plans to continuously identify, refine, evaluate and analyze potential merger and acquisition opportunities in the hospitality sector. The company will typically seek undervalued or under-performing hotel properties that can be rehabilitated or improved, such that it can realize a significant return on its investment. The company was founded on January 11, 2011 and is headquartered in Bozeman, MN.

First Analysis Corp (First Analysis) is a venture capital firm founded in 1981 by Francis Oliver Nicklin. The firm is headquartered in Chicago, Illinois.

Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles.

Truepoint, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by Michael J. Chasnoff in 1990. Truepoint offers wealth management and financial advisory services to individuals (mass affluent to high-net worth), families, trusts and institutional relationships (corporations, foundations and qualified plans).

PrintingForLess.com, Inc. provides commercial printing services. Its PFL Pro a reseller program is designed to make it easy for designers, marketing agencies and print brokers. The firm offers a variety of specialty products and services for the needs of businesses, from small to large and custom solutions include API integration, product development, franchise support, and private print shops. The company was founded in 1996 by Andrew S. Field and is headquartered in Livingston, MT.

Grubb & Ellis Catalyst operates as a brokerage and property services company in the Northern Rocky Mountain region. Its services include commercial real estate brokerage, property services, and real estate consulting. The firm also provides coordinated landlord leasing services. The company serves tenants, landlords, developers, and investors, as well as major corporations and entrepreneurs in the disciplines of commercial real estate, including office, retail, industrial, investment properties, multi-family, hospitality, land, and 1031 investments. Grubb & Ellis Catalyst was founded in 2010 and is headquartered in Bozeman, MT.

Kayne Anderson Capital Advisors LP (Kayne Anderson Capital Advisors) is a private equity subsidiary of Kayne Anderson Capital Advisors LP founded in 1991. The firm is headquartered in Los Angeles, California.

Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.

TNF LLC (do-business-as True North Financial) is an independent registered investment advisor headquartered in Billings, Montana. The firm was founded by Tyler D. Vogele. True North Financial provides discretionary investment supervisory and management services on a continuous basis to individuals, high net worth individuals, retirement plans, charitable organizations, trusts, foundations, businesses, and 401K plans.

Part of Atlas Copco AB, Montana Instruments Corporation is a company that provides cryostat solutions for customers involved in physics research and low temperature technology solutions. The company is based in Bozeman, MT. The company was founded by Luke Mauritsen. The CEO is Mark Carroll. Montana Instruments was acquired by Atlas Copco AB on November 21, 2022.

Qubits Ventures Management Company LLC (Qubits Ventures) is a venture capital firm founded in 2021 by Nardo Manaloto. The firm is headquartered in Pasadena, California.

Thrivent Asset Management LLC (TAM) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. Founded in 2005, the firm is a wholly-owned subsidiary of Thrivent Financial Holdings, Inc., which in turn is a wholly owned subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. TAM provides investment advisory services to the Thrivent Mutual Funds, a registered investment company under the Investment Company Act of 1940 comprised of various mutual fund series.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor.

Billings Clinic provides health care services. It offers audiology, immunology, assited living, clinical services, emergency services, eye center, obstetrics and gynecology, oncology, ophthalmology, occupational medicine, and neurology. The company was founded in 1911 and is headquartered in Billings, MT.

Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

DTM Consulting, Inc. provides mapping, environmental analysis and data management solutions. Its services include database, custom application and watershed resource solutions. The firm's products include ESRI GIS and TOPO software. The company was founded by David Marshall and Tony Thatcher in 1997 and is headquartered in Bozeman, MT.

The Billings Chamber of Commerce is a chamber of commerce organization. The non-profit company is based in Billings, MT.

Montana Justice Foundation is a non-profit organization that provides funding and leadership services. The private company is based in Missoula.

Deaconess-Billings Clinic Health System operates medical clinics. The private company is based in Billings, MT.

DOWL LLC provides engineering services. It offers design of roadways, highways, airfields and trail systems, water, sewer and storm drain systems, facility site planning and design. The firm’s clients include private developers, land owners, federal, state and local governments and architects, construction contractors and other engineering firms. The company was founded in 1962 and is headquartered in Anchorage, AK.

Montana State Fund is the largest workers' American compensation insurance company in Montana. The non-profit company works with businesses and employees to create a culture of health and safety in the workplace. The company's employees are knowledgeable about the state and its people, and they offer coverage, payment options, and optional policy programs. Montana State Fund also provides resources for workplace safety and injury prevention, including workshops and guidelines. The company value work-life balance for their employees and offer college scholarships and community grants.

Noble Investment Group LLC is an Independent Private Equity firm founded in 1993 by Mitesh B. Shah. Noble Investment Group LLC is headquartered in Atlanta.