Gretchen Simmons

Riverbridge Partners LLC (Riverbridge) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was founded by Mark Thompson in 1987. Riverbridge serves as an investment manager for institutions, investment companies, pooled investment vehicles, individuals, and advisors. The firm also provides portfolio management services under a wrap fee arrangement offered by unaffiliated broker-dealer sponsors.

The Welch Group LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. It was founded by Stewart H. Welch III in 1984. The firm provides investment management services to individuals, business entities, pension and profit-sharing plans and trusts.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland.

Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities.

Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA.

Part of Avantax, Inc., Summit Wealth Advocates LLC is a fee-only financial advisory firm that helps clients refocus their time and energy on what matters most to them. The company is based in Prior Lake, MN. The company offers an innovative planning process and tax-focused investment strategy. The company was founded by Bruce Primeau. Summit Wealth Advocates was acquired by Avantax Wealth Management, Inc. on August 22, 2023.