Paula Rose Swanson

Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD.

Part of BNP Paribas SA, BancWest Investment Services, Inc. provides investment advice. The company is based in Omaha, NE.

Marquette Asset Management LLC (Marquette) is a wealth management firm registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2005 by John Beuerlein, John Pohlad and John Fabie. They are a subsidiary of Marquette Wealth Management LLC. Marquette provides wealth management services to high net worth and other individuals and their trusts, private foundations, donor-advised funds, and other entities.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries.

State Bankshares, Inc. is a holding company, which engages in the provision of multi-banking services. The company is headquartered in Fargo, ND.

CFA Society of Minnesota operates as a non-profit organization of financial analysts, portfolio managers, and other investment professionals. It offers educational programming, career resources, membership support, networking, and leadership opportunities. The company was founded on September 8, 1952 and is headquartered in Minneapolis, MN.

Kinetic Leasing, Inc. provides equipment leasing services. The firm's products include finance, capital, tax, municipal, lease line of credit, and operating lease. The company was founded by Al Hintz in February 2000 and is headquartered in Fargo, ND.

Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK.

Part of Minnesota Life Variable Universal Life Account, Securian Trust Co., NA is a financial and insurance company that has been providing innovative products and exceptional service to customers for over 135 years. The company is based in St. Paul, MN. The company offers insurance and protection solutions for finance companies and their customers, including fixed indexed deferred annuities that provide both protection and growth potential, as well as whole life insurance for reliable permanent life insurance protection.

The Bush Foundation engages in the provision of grants and investments to support organizations. It offers community innovation grants, Bush fellowship, Bush prize for community innovation, 2020 school design institute, change networks, event sponsorship, and President's innovation and partnership grant. The company was founded by Archibald Granville Bush and Edyth Bush in 1953 and is headquartered in St. Paul, MN.

Longwater Opportunities LLC (Longwater Opportunities) is a private equity firm founded in 2009 by Jordan Bastable and Brooks Burgum. The firm is headquartered in Dallas, Texas, with an additional office in Fargo, North Dakota.

Community First Bank provides commercial banking services. Its products include deposit, checking, and loan. The company is headquartered in Butler, MO.

The Arthur Cos., Inc. is a grain and agronomy business based in Arthur, ND. The Arthur Companies offers ethanol trading through Arthur Trading Company, which is a partner of the Arthur Companies. The private company is a diverse group of agribusinesses that provides leading-edge products, services, and markets. The ethanol trading provides the flexibility and stability needed for successful ethanol trading.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.