Bridges Investment Management, Inc. is a registered investment adviser established in 1994, offering full-service investment management. The firm manages assets totaling $7,549,835,558 as of December 31, 2022, with $7,275,453,655 managed on a discretionary basis and $274,381,903 on a non-discretionary basis. Bridges provides investment management services to various clients, tailoring portfolios based on individual goals, risk tolerance, and circumstances. The firm's investment approach is long-term, emphasizing high-quality securities and diversification. Bridges operates as a fiduciary, acting in clients' best interests and avoiding conflicts of interest. Clients are not charged investment advisory fees for shares of Bridges Investment Fund held in their accounts. The firm's fee schedule is negotiable, based on assets managed, with no minimum account size required. Bridges does not charge performance-based fees and exercises investment discretion in managing client accounts. The firm provides additional services such as financial planning, pension consulting, and educational workshops. Bridges Investment Management emphasizes ethical conduct, transparency, and client-focused practices in its operations.

Mutual Group Investment Services, operated by Mutual Advisors, LLC, is a turnkey asset management platform established in 2013 in Omaha, Nebraska. The firm offers operational support services to independent registered investment advisers, allowing access to investment managers and solutions for retail clients. Clients work with their advisers to select investment strategies based on individual needs and objectives. The firm manages over $5 billion in discretionary and non-discretionary assets. Fees are based on a tiered schedule and are billed quarterly or monthly. Clients may place reasonable restrictions on their accounts, and the firm does not have specific minimums but imposes minimums on individual strategies. Investment strategies involve various risks, and clients are encouraged to diversify and invest within their risk tolerance. The firm does not charge performance-based fees and does not vote proxies. Clients receive statements from custodians quarterly and are encouraged to review them for accuracy. Mutual Advisors, LLC has no financial conditions impairing its ability to meet commitments to clients.

Weitz Investment Management, Inc. is a financial advisory firm based in Omaha, Nebraska. It currently has approximately $3,360,900,110 of assets under management and employs about 36 people. Weitz Investment Management, Inc. uses a fee structure of and a percentage of assets under your management.

McCarthy Partners Management, LLC (MPM) is a financial advisor firm with a team of experienced professionals dedicated to managing investments and overseeing portfolio companies. The firm was established in 2007 and specializes in private equity investments. MPM's investment strategy involves evaluating, structuring, and financing investments while actively participating as board members in portfolio companies. The advisors, including President Patrick Duffy, Senior Partner Robert Emmert, and others, are members of the Investment Committee responsible for approving and monitoring investments. Clients can expect a fiduciary relationship with MPM, ensuring that decisions are made in their best interests. The firm requires a minimum initial investment, and fees are structured based on assets under management. The advisors are subject to compliance supervision by the Chief Compliance Officer, Teri Mercer, to ensure adherence to legal and ethical standards. Clients have limited control over their investments, with the Investment Committee overseeing all decisions. MPM's investment philosophy focuses on private equity opportunities, with a strong emphasis on aligning interests between the firm and its clients. The team's diverse backgrounds in finance, law, and business provide a comprehensive approach to managing investments and maximizing returns. For more information, visit www.mccarthycapital.com or contact Teri Mercer at (402) 932-8600.

First National Advisers, LLC, founded in July 2015, is a subsidiary of First National Bank of Omaha, providing investment advisory services under the name Private Wealth Reserve (PWR). The firm manages $6.6 billion in discretionary assets for individuals and institutional investors. Services include investment management support for affiliated entities, investment company sub-advisor services, and managed mutual funds and individual equities portfolios. Private Wealth Reserve offers holistic planning, estate planning, asset protection, and family office services. Fees are charged based on assets under management, with rates ranging from 0.50% to 1.15%. The firm acts as an ERISA fiduciary, adhering to the Impartial Conduct Standards. Clients have investment discretion, allowing FNA to make decisions without specific consent. FNA does not typically vote on proxies for "unmanaged" assets but may do so for Private Wealth Reserve clients. The firm mitigates conflicts of interest by utilizing the same selection criteria for all funds and engaging in cross trades when beneficial. FNA does not charge performance-based fees and has no reportable disciplinary events. Clients are subject to additional fees and expenses beyond management fees. The firm's financial condition is deemed sufficient to meet contractual commitments.

Avior Wealth Management, LLC is an investment advisor registered with the U.S. Securities and Exchange Commission since December 4, 2008. The firm offers investment management, financial planning, and business consulting services. Avior provides continuous supervision over client accounts, offering advice on various types of investments. The firm also offers financial planning services, including asset and liability management, retirement planning, and tax planning. Business consulting services are available on a contractual basis, covering areas such as business continuity planning and executive bonus and retention. Avior utilizes a third-party platform, Pontera, for managing held-away assets with discretion. The firm does not act as a custodian but provides investment management services on a discretionary or non-discretionary basis. Fees for investment management services are negotiable and typically do not exceed 2.0% annually. The firm bills fees quarterly and monthly, in advance and in arrears, based on the market value of assets in the managed account. Avior does not receive performance-based fees and provides investment advice to various types of clients, including individuals, institutions, and trusts. The firm's primary method of analysis is fundamental analysis, and it does not have any disciplinary events related to the firm. Avior has affiliations with Avior Insurance, LLC, Avior Tax and Accounting, LLC, and Momentum Independent Network, LLC. The firm has established a Code of Ethics and provides investment discretion based on client preferences. Avior does not vote on behalf of clients' securities and does not require prepayment exceeding $1,200 per client six months in advance.

Bancwest Investment Services, Inc. (bwis) is a financial advisory firm based in Omaha, Nebraska. It currently has approximately $2,024,253,748 of assets under management and employs about 369 people. Bancwest Investment Services, Inc. (bwis) uses a fee structure of and a percentage of assets under your management.

Tributary Capital Management, LLC, an SEC-registered investment advisor established in 2005 and headquartered in Omaha, Nebraska, specializes in providing investment management services to institutional and individual investors. The firm manages equity assets totaling $2,915.1 million as of December 31, 2024. Tributary offers various investment strategies, including separately managed accounts with small, small/mid, large, all cap, and equity income portfolios, as well as individually managed accounts tailored to each client's specific needs. Additionally, Tributary serves as the registered investment advisor for the Tributary Funds, Inc., offering six investment portfolios. The firm charges fees based on a percentage of assets under management, with a standard fee schedule ranging from 0.40% to 0.80% depending on account size and investment strategy. Clients may also incur additional fees such as brokerage, custody, and transaction fees. Tributary exercises investment discretion over client portfolios and provides model delivery services to third-party investment managers and Turnkey Asset Management Programs. The firm's investment philosophy is grounded in fundamental research and risk management, with a focus on active portfolio management and adherence to client-specific investment objectives and guidelines. Tributary does not have any performance-based fees and offers investment management services to institutional and individual clients with account minimums ranging from $100,000 to $5 million, with the discretion to waive minimum balances. Clients should carefully review all account statements, as Tributary does not take custody of clients' funds or securities but has affiliated custody for certain accounts. The firm also has a Code of Ethics emphasizing fiduciary duty and high ethical standards, and it votes proxies on clients' behalf unless directed otherwise.

Lutz Financial is a registered investment adviser established in 2000 in Nebraska, offering investment advisory services to individuals, high net worth individuals, retirement plans, charitable organizations, and business entities. The firm provides discretionary or non-discretionary investment advisory services based on a percentage of assets under management. Clients may also engage in financial planning and consulting services on a fixed fee or hourly rate basis. Lutz Financial primarily recommends mutual funds, individual bonds, and ETFs for client accounts. The firm also offers retirement plan consulting services to various types of plans. Clients have the option to participate in the Automated Investment Program, which features asset management services without financial planning. Lutz Financial does not participate in performance-based fees and has not been subject to disciplinary actions. The firm recommends Charles Schwab and Nationwide as custodians and does not receive compensation for client referrals. Clients receive regular account statements and reports, and Lutz Financial does not vote client proxies. The firm's Chief Compliance Officer, James P. Boulay, is available to address any client inquiries.