Nate Gentry

Blakeslee & Blakeslee, Inc. provides investment advice. The private company is based in San Luis Obispo, CA.

Part of Nationwide Mutual Insurance Co., Nationwide Fund Distributors LLC is a company that provides fund management services. The company is based in King Of Prussia, PA and was founded in 2007.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Foreside Fund Services LLC engages in furnishing general or specialized business management services. The private company is based in Portland, ME and has subsidiaries in the United States.

abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world.

NWD Investment Management, Inc. provides asset management services to institutional and individual investors. It is an asset management firm for individuals and institutional clients, including corporate & public pension plans, foundations & endowments, mutual fund companies and insurance companies. The company was founded in 1999 and is headquartered in Conshohocken, PA.

United Way of Central New Mexico, Inc. provides social services. It focuses on building financially stable families, preparing children to succeed, and creating a cohesive community. The organization was founded in 1934 and is headquartered in Albuquerque, NM.

New Mexico Medical Review Association engages in providing healthcare services. It offers health care process improvement, medical review, continuing education, health care communication & marketing, statistical and analytical services. The company is headquartered in Albuquerque, NM.

Chief Cornerstone Capital LLC is an independent hedge fund manager headquartered in Fort Washington, Pennsylvania. The firm was founded by Charles “Chuck” Purcell. Chief Cornerstone Capital manages a value oriented, long/short, low net exposure, and low volatility market neutral fund.

Founded in 2001, Partnervest Advisory Services LLC is a registered investment advisor located in Santa Barbara, California. The firm provides financial services to individuals, pension and profit sharing plans, trusts, estates, charities, corporations and other business entities.

Carlsbad Community Foundation, Inc. is a non-profit organization that provides scholarships to local students. The organization is based in Carlsbad, NM. Recently, the foundation awarded 144 scholarships with a total value of $165,000. The foundation also offers additional scholarships for continuing or returning students.