Christine Becker

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.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Appleton Learning Corp. provides academic coaching and support services. It specializes in test preparation, academic testing, report card review, summer camps, and student assessment services. The firm partners with school districts to provide staffing and educational program services. Appleton is a school solutions company that helps districts professionalize their para-educators, substitutes, and extended learning programs. The company was founded by Glenn Clayton in 2004 and is headquartered in Huntsville, AL.

The Danish Venture Capital & Private Equity Association is an organization that represents business owners who are members of the association. The private company is based in Copenhagen, Denmark. The Danish company has recently released their annual activity report for the entire ecosystem of active ownership. The report can be downloaded from their website. Additionally, they have listed six specific wishes for political party leaders on their website. and has subsidiaries in Denmark.

Legility Data Solutions, LLC engages in the provision of consulting, technology, flexible talent, and managed solutions. The company was founded by Tom Turner and Kevin Tyner and is headquartered in Brentwood, TN.

The Bank of Tampa provides personal and commercial banking services. The firm provides corporate, commercial, private banking and wealth management services. The company was founded in 1883 and is headquartered in Tampa, FL.

Accura Advokataktieselskab provides legal advisory services. The firm provides services to large national and multinational corporate clients, financial institutions, private equity and sovereign wealth funds, utilities, public authorities and governments as well as a number of successful medium sized private companies, their owners and certain high net-worth individuals. The company was founded in 1999 and is headquartered in Hellerup, Denmark.

Highland Associates, Inc. is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by Charles Perry, William Mills and William Terry in 1987 specifically to assist not-for-profit healthcare institutions in the development, implementation, and maintenance of treasury and investment management programs. In 2019, they became a subsidiary of Regions Bank, which is a wholly-owned subsidiary of Regions Financial Corp. (NYSE: RF). Highland Associates provides investment advice to institutional investors such as endowments/foundations, pensions, non-profit operating entities, as well as high net-worth individuals.

Nashville Downtown Partnership discovers the many downtown events, parking options, concerts, shows, art and gallery openings, Predators and Titans games. It focuses on business recruitment and retention, residential and retail development, public space management, access and transportation, communications and marketing. The company was founded in 1994 and is headquartered in Nashville, TN.

Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong.

American Society of Health-System Pharmacists provides medical and health care services. It represents pharmacists who practice in hospitals, health maintenance organizations, long-term care facilities, home care and other components of health care systems. The company was founded in 1942 and is headquartered in Bethesda, MD.

Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Triad Advisors LLC is a SEC-registered investment advisor and broker-dealer headquartered in Norcross, Georgia. The firm was founded in 1998 and is a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned primarily by a consortium of investors through RCP Artemis Co-Invest, L.P., an investment fund affiliated with Reverence Capital Partners LLC. Triad Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations.

Part of BayFirst Financial Corp., BayFirst National Bank (Florida) is a state chartered commercial bank. The company is based in St. Petersburg, FL. Anthony N. Leo has been the CEO of the company since 2013.

CentricsIT LLC provides information technology solutions. Its services include hardware sourcing and procurement, maintenance and support services, and information technology asset disposition. The company was founded by Derek Odegard in January 2007 and is headquartered in Norcross, GA.

Paragon Legal Group LLC provides corporate counsel. Its services include backfills for senior attorneys on leave, handling overflow work, support during peak periods and outsourced general counsel services for emerging growth clients. The company was founded by Mae O'Malley in 2006 and is headquartered in San Francisco, CA.

Fulton Communications, Inc. providers integrated communications systems and solutions. It offers telephone systems, network and carrier, cabling infrastructure, data, security surveillance, leasing and PanTerra network products. The firm also offers business and total protection and training services. The company was founded in 1964 and is headquartered in Roswell, GA.

Gratus Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Hank McLarty in 2006 as Gratus Capital Management LLC. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Gratus Capital provides investment management services on a discretionary and non-discretionary basis to individuals, families, high net worth individuals, retirement accounts, ERISA plans, charities, limited partnerships, and other businesses. They also serve as the investment manager of several private funds.