John Borgen

BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients.

Wintrust Investments LLC (WTI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1931 and formerly known as Wayne Hummer Investments LLC and changed their name to Wintrust Investments LLC in 2018. They are a subsidiary of Wintrust Bank, NA, which is owned by Wintrust Financial Corp. (NASDAQ: WTFC). WTI provides portfolio management services to individuals, high-net worth individuals, banking or thrift institutions, corporate pension and profit-sharing plans, foundations, endowments, trust programs, and other US institutions.

The American Fraternal Alliance operates as a resource for the educational needs of fraternal benefit societies. The firm provides learning opportunities for members including webinars, teleconferences, and high-impact, hands-on educational tools. The company was founded in 1886 and is headquartered in Oak Brook, IL.

La Casa de Esperanza, Inc. is community -based organization focusing on child and adult educational programming, offering opportunities for local families through community outreach programs and financial stability. The company was founded in 1966 and is headquartered in Waukesha, WI.

Better Business Bureau of Wisconsin, Inc. promotes ethical business practices. The company was founded by and is headquartered in West Allis, WI.

Rainbows For All Children provides support for all youth as they navigate grief and heal from loss, whether from death, divorce, deployment, or other trauma. The company was founded by Suzy Yehl Marta in 1983 and is headquartered in Evanston, IL.

Kellogg Asset Management LLC (Kellogg) is a SEC-registered investment advisor headquartered in Green Bay, Wisconsin. The firm is a wholly owned subsidiary of Associated Trust Co., N.A., ultimately held by Associated Banc-Corp. (NYSE: ASB), a diversified bank/financial services holding company. Founded in 2009, Kellogg provides investment management services to institutional and high net-worth investors.

Great Lakes Advisors LLC (GLA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1981, the firm is a subsidiary of Whamco Holding Co. and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC), which acquired the firm in 2011. GLA offers customized investment advisory services to individual and institutional clients. In addition, the firm serves as adviser to mutual funds and is the General Partner to a Private Fund. GLA is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process.

Associated Trust Co., N.A. (Wisconsin) is the investment management division of Associated Bank, NA, itself a subsidiary of Associated Banc-Corp. (NYSE: ASB). Headquartered in Green Bay, Wisconsin, the firm provides asset management and trust services to public, private and non-profit organizations.