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Adams Brown

Adams Brown is a regional certified public accounting and advisory firm based in Wichita, Kansas, founded in 1945. With nearly 400 professionals, the firm serves clients across all 50 U.S. states, Canada, and the Caribbean. It is recognized as one of the largest accounting firms in Wichita and is affiliated with BKR International, which enhances its ability to assist clients with international business operations. The firm offers a wide range of services, including tax planning and compliance, audit and assurance, business consulting, client accounting and advisory services, wealth management, and managed IT and cybersecurity services. Adams Brown has specialized teams focused on various industries, such as agriculture, construction, manufacturing, healthcare, and not-for-profit organizations. The firm emphasizes a client-centric approach, fostering strong relationships and providing personalized service to closely held and family-owned businesses, as well as individuals and families seeking financial planning.

CNH

CNH Industrial N.V. is a global manufacturer of agricultural and construction equipment, headquartered in Basildon, Essex, United Kingdom. The company has a rich history dating back to 1842 and was formed through the merger of Case Corporation and New Holland N.V. in 1999, later restructuring as CNH Industrial in 2013. With over 63,000 employees, CNH operates 67 manufacturing plants and 56 research and development centers across 180 countries. The company offers a wide range of products under well-known brands such as Case IH, New Holland Agriculture, and Case Construction Equipment. Their agricultural equipment includes tractors, combines, and precision farming technology, while their construction equipment features excavators, backhoe loaders, and dozers. CNH also provides financial services through CNH Industrial Capital, supporting customers with equipment financing and offering integrated engineering and aftermarket support. The company is committed to sustainable technologies, including precision agriculture and alternate fuel solutions.

FIRST MARYLAND DISABILITY TRUST INC

Supplemental or Special Needs Pooled Trust Program at First Maryland Disability Trust, Inc.

TruStone Financial Credit Union

TruStone Financial Credit Union is a member-owned financial cooperative based in Plymouth, Minnesota. Founded in 1939 by eight educators, it has grown to become Minnesota’s second-largest credit union, serving members across Minnesota and Wisconsin through 13 branches. The credit union emphasizes financial education, reflecting its origins as a teachers credit union, and operates under a "For Life" philosophy that prioritizes long-term relationships with members and community prosperity. TruStone offers a range of services, including digital banking for account management, loans for auto, mortgage, and personal needs, as well as credit cards and investment products. It also provides business solutions such as commercial lending and business account services. The TruStone Foundation promotes financial literacy through partnerships and scholarship programs, supporting youth education in the community. The credit union continues to grow through strategic mergers and technological investments, enhancing its member services and operational efficiency.

Paladin Capital of Tennessee

Located in Nashville, TN, Paladin capital is a premier leader in business acquisition, and ownership transfer, via Employee Stock Ownership Plans (ESOP).  Paladins mission is to provide employee ownership and retirement benefits to to the employees of the sellers company while providing private business owners a meaningful exit strategy that preserves their business legacy.