Bob Phelps

Oarsman Capital, Inc. is an independent registered investment advisor headquartered in Milwaukee, Wisconsin with an additional office in Prairie du Sac and Brookfield. The firm was founded by Robert Phelps and Alan Purintun in 2000. Oarsman Capital provides investment management services, mutual fund/exchange-traded fund portfolios, and retirement plan advisory services to a variety of retail and institutional clients.

Marietta Investment Partners LLC (Marietta) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by John T. Evans in 2000. Marietta provides investment advisory services to individual, trust and institutional clients.

Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc.