James Bryce Orser

Bridger Capital Management LLC (Bridger) is an independent registered investment adviser headquartered in Southlake, Texas and was founded in 2007. Bridger provides investment advisory services to individuals, high-net worth individuals and pension and profit sharing plans.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN.

Luther King Capital Management Corp. (LKCM) is the investment advisory firm headquartered in Fort Worth, Texas and has additional offices in Austin, San Antonio, and Dallas. The firm was founded in 1979 by J. Luther King, Jr. and is a subsidiary of Southwest JLK Corp. LKCM provides investment advisory services to separately managed portfolios for individuals, trusts, estates, charitable organizations, government entities, corporations and other business entities, foundations, endowments, pension and profit-sharing plans, registered investment companies, and private investment partnership as well as to the LKCM Funds.