Dan Carlson

Founded in 1970, Momentum Investment Partners LLC is a registered investment advisor located in New York City. The firm is a subsidiary of OAM Avatar LLC and their ultimate parent is Overture Asset Managers LLC. They were formerly known as Avatar Associates. Momentum Investment Partners manages assets for institutional, financial advisory, private client and wrap brokerage portfolios.

Buck Global LLC engages in the provision of human resource-focused consulting and technology services to mid- to large-sized companies and government agencies. It offers consulting for employee retirement programs, compliance, recruiting, and talent management, and benefits administration. The company was founded by George Buck Sr. in 1916 and is headquartered in New York, NY.

Tidal Investments LLC is a SEC-registered investment advisor and holding firm headquartered in Milwaukee, Wisconsin. The firm was founded by Daniel Carlson and Michael Venuto in 2012 as Toroso Investments LLC. Tidal Investments specializes in ETF focused research, investment strategies and services designed for financial advisors, RIAs, family offices and investment managers.

Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The company is based in Philadelphia, PA.

Harris Bank provides commercial banking services. The bank provides deposit and lending, private bank and wealth management, middle-market investment banking, and real estate investment trust services. It is headquartered in Chicago, IL

Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.

VS Trust operates as a trust. It intends to provide daily investment results, before fees and expenses, that correspond to the performance of a particular index or benchmark for a single day. The company is headquartered in Mount Kisco, NY.