Jeffrey Wilkinson

UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals.

Part of CoreLogic, Inc., First American Capital Management, Inc. is a financial services company that provides investment management services to institutional clients. The company is based in Newport Beach, CA.

Community Bank of the Bay engages in the provision of banking services. The company offers financial services to businesses, professional service firms, and owner-operators and non-profit organizations in the San Francisco Bay area. Its services include business, personal, and non-profit banking, and credit services such as checking, money markets and certificate of deposits, loans, and cash management. The company was founded by Frank Tsai on July 22, 1996 and is headquartered in Oakland, CA.

G-51 Capital Management LLC (G-51 Capital Management) is a venture capital firm founded in 1996 by Rudy Garza. The firm is headquartered in Austin, Texas.

Annie's Media LLC operates publishing and printing stores. The firm’s publishing brands include Annie's Attic, American School of Needlework, House of White Birches, Clotilde and The Needlecraft Shop. The company was founded by Ed Kutlowski and Mike Kutlowski in 1925 and is headquartered in Berne, IN.

Wisconsin Bank & Trust state chartered commercial bank. Its services include banking, borrowing, investment services, wealth advisory services, insurance, and eBanking. The company is headquartered in Madison, WI.

United Security Bank operates as a state chartered commercial bank. It offers online banking, online bill payment, 24-hr full service ATM’s, wire transfer services, safe deposit boxes, merchant card services, money orders and cashiers checks, wealth management services, courier services, remote capture and cash management. The company was founded in 1987 and is headquartered in Fresno, CA.

Greenleaf Book Group LLC produces, markets, and distributes self-published books in different genres. It also distributes select titles from small and independent publishers to major trade outlets, libraries, and airport retailers. The company was founded by Clint Greenleaf in 1997 and is headquartered in Austin, TX.

Meritage Capital LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Austin, Texas. The firm was founded by Thomas Meredith and Akex Smith in 2003 and they are a wholly-owned subsidiary of Brown Advisory Management LLC. Meritage Capital provides comprehensive wealth management services and customized investment advisory solutions for their private clients, families, and foundations.

Idaho First Bank engages in the provision of commercial banking services. It offers personal and business deposit products, including checking, savings, and money market accounts. The company also provides personal lending services, such as home mortgage and custom construction, home equity lines of credit, home equity, personal lines of credit, auto, and other secured personal loans; and commercial loans comprising working capital lines of credit, asset based lines of credit, equipment lines of credit, owner occupied commercial real estate loans, investor commercial real estate loans, equipment financing, airplane financing, SBA guaranteed loans, USDA B&I guaranteed loans, and letters of credit, as well as mortgage lending services. In addition, it offers credit cards; online and mobile banking services; and cash management services consisting of deposit and sweep services, payments and transfers, and fraud protection services. The company was founded by Greg Lovell on March 2, 2005 and is headquartered in McCall, ID.

Hawthorn Bank operates as a state chartered commercial bank. It offers personal and business services which includes personal and business banking, checking accounts, home mortgage loans, commercial loans, cash management, business checking, money market, savings accounts, and mobile banking. It has offices in Belton, Branson, California, Clinton, Columbia, Drexel, Harrisonville, Independence, and Jefferson City. The company is headquartered in Jefferson City, MO.

Part of Heartland Financial USA, Inc., Bank of Blue Valley is a bank based in Overland Park, KS. The bank has assets of more than $1.40 billion and offers a broad range of banking and financial services to consumer and commercial customers from 10 banking centers. Bank of Blue Valley provides various types of deposit products and loans, including personal loans, small business loans, commercial real estate and residential mortgage loans, working capital financing, and other commercial loans. Additionally, the bank offers wealth management services, card services, and online and mobile banking services. Bank of Blue Valley is a member of the FDIC and an equal housing lender.

Pioneer Bank SSB offers banking solutions. It provides personal and business banking services which include checking, savings, certificates of deposit, online and mobile banking, and treasury services. The firm also offers personal, home equity, business, mortgage, and agricultural loans. The company was founded by Whit Hanks and Jack Seifrick on May 14, 2007 and is headquartered in Dripping Springs, TX.

Concierge Auctions LLC provides real estate and home auctions. Its solution provides a win both for buyers, sellers, and agents. The company was founded by Laura Brady in 2008 and is headquartered in New York, NY.

Revolution Insurance Technologies, Inc. provides insurance related technology services. The firm specializes in insurance technologies, enrollment platform, insurtech, enrollment technologies, supplemental products and voluntary benefits. The company was founded in 2016 and is headquartered in Austin, TX.

Strategic Value Bank Partners LLC provides investment advice. The private company is based in Cleveland, OH and has subsidiaries in the United States. The company was founded in 2015 by Benjamin Mackovak.

Moonshot Brands LLC produces baseball themed peanut butter. The company is headquartered in Austin, TX.

Dipsticks Research Ltd. is an agency that specializes in brand and communications research. The private company is based in Hexham, UK. The British company was founded in 1996 by Fiona Raglan and John Raglan. Paul Wealleans has been the CEO of the company since 2021.

Serata Capital Partners LLC (Serata Capital Partners) is a private equity firm founded in 2019 by Drew N Bagot. The firm is headquartered in Texas.

The Greenleaf Groups LLC is a company that plants trees and gathers data. The company is based in Austin, TX. The company also publishs and distribute books. The company was founded by Kate Greenleaf and Greenleaf Clint, with Greenleaf Clint serving as CEO since incorporation.

Content Capital LLC provides investment and production services for media creators. The company is based in Austin, TX. The CEO of the company is Greenleaf Clint.