Bryant Saxon

Wells Fargo Financial LLC provides financial services. It offers real estate-secured lending, automobile financing, consumer and private-label credit cards and commercial services to consumers and businesses. The firm serves industries and government entities through different stores in the U.S. and Canada. The company was founded by Jacob Levitt in 1897 and is headquartered in Des Moines, IA.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

The Retirement Systems of Alabama (RSA) is the administrator of the pension fund for employees of the State of Alabama. The firm is headquartered in Montgomery, Alabama. RSA administers pension and other benefits to most public employees in Alabama.

Arlington Capital Advisors LLC (Arlington Capital) is a private equity firm headquartered in Alabama, US.

Yishengbio Co., Ltd. is an investment holding company that engages in the research and development, manufacture, and sale of vaccines and therapeutic biologics for infectious diseases and cancer. It focuses on the PIKA immunomodulation technology platform and production, sale of YSJA rabies vaccine. Its geographical segment include Mainland China, and other countries. The company was founded by Yi Zhang on November 16, 2020 and is headquartered in China.

The Citizens National Bank of Meridian (Investment Management) (dba CNB Wealth Management) is the investment management division of The Citizens National Bank of Meridian, a community bank headquartered in Meridian, Mississippi. The firm is owned by Citizens National Banc Corp. CNB Wealth Management manages and administers the assets of wealthy clients.

Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China.

Liaoning Yisheng Biopharmaceutical Co., Ltd. operates as biopharmaceutical company. It focuses on the research, development, manufacturing and sales and marketing of immunological and vaccine products. The company is headquartered in Beijing, China.

Park Place Capital Corp. is a SEC-registered investment advisor headquartered in Homewood, Alabama. The firm was founded in 1988 and formerly known as Nashville Capital Corp. They are a wholly owned subsidiary of Renasant Bank, owned by Renasant Corp. (NYSE: RNST). Park Place Capital manages assets for institutional, mutual funds, and individual investors.

NCP Management Holdings, Inc. (New Capital Partners) is a private equity firm founded in 2001 by Jim Little and James Outland. The firm is headquartered in Birmingham, Alabama.

Founded in 2009, IBERIA Financial Services LLC is a broker/dealer located in Lafayette, Louisiana. The firm is a wholly-owned subsidiary of IBERIABANK Corp. (NasdaqGS: IBKC). The firm offers securities and other financial products to IBERIABANK Corp.'s clients' needs. Through their own subsidiary, Finesco LLC, IBERIA Financial Services offers insurance premium financing to retailers and other commercial customers.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

EquityMetrix LLC provides revenue recovery, land data management, and land data assurance services. It specializes in revenue recovery, land data management, and land data assurance. The firm offers a proprietary technology to detect anomalies and look for missing data. It also operates a cloud-based data warehouse that combines image processing, machine learning, spatial processing, and data mining. The company was founded by Thomas J. Agnew and Frank Del Agnew in 2003 and is headquartered in Dallas, TX.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

Founded in 2001 by Govan White, Covenant Capital Group is a real estate private equity fund located in Nashville, Tennessee

Part of Oneascent Holdings LLC, OneAscent Investment Solutions LLC is a company that offers a values-aligned approach to planning, investments, and stewardship. The company is based in Birmingham, AL. The company serves faith-driven individuals, families, and organizations.