Wilcox LLC

As one of the world's leading financial institutions, Smith Barney provides cash management, financial planning, brokerage, estate planning, block trading and alternative investment services. With branches in Portland, Ore., the company offers employee retirement plans and diversification and risk management services. It also deals in annuities, mutual funds and equities, as well as a selection of fixed-income products, including municipal bonds and government securities. Smith Barney has expertise in insurance, key-person and wealth planning, business succession and recapitalization, as well as mergers and acquisitions, private placements and leveraged buyouts. The full-service brokerage firm serves individual investors and small- and mid-sized businesses, as well as large corporations, nonprofit organizations and family foundations. Smith Barney is a division of Citigroup Global Capital Markets, which is a global, full-service financial firm that provides brokerage, investment banking and asset management services to corporations, governments and individuals around the world.

Piper Sandler is a leading investment bank based in Portland, Oregon, that has been connecting capital with opportunity since 1895. The firm provides a wide range of services including investment banking, public finance, equities research, fixed income, and alternative asset management across numerous sectors such as healthcare, technology, and real estate. Recognized for its accomplishments, Piper Sandler ranks as the No. 3 advisor in U.S. M&A for announced deals over $1 billion and is known for its strong performance in public finance and research, particularly with small and mid-cap companies. Committed to fostering diversity, the firm believes that unique backgrounds and experiences lead to more innovative solutions, contributing to the betterment of the communities they serve. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy