David R. Dansby

Mastrapasqua Asset Management, Inc. (dba M Capital Advisors) is a wealth management firm headquartered in Nashville, Tennessee. The firm was founded in 1993 by Frank Mastrapasqua. In 2023, they were acquired by Sequoia Financial Group LLC, a subsidiary of Cohen & Co. Enterprises Ltd. M Capital Advisors provides investment advisory services to individual and institutional clients.

Vaughan Nelson Investment Management LP (Vaughan Nelson) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1970 and formerly known as Vaughan, Nelson, Scarborough & McCullough LP. They are wholly-owned by Natixis Investment Managers LLC, which is ultimately owned by BPCE SA, a banking group in France. Vaughan Nelson provides investment management services for equity and fixed income portfolios to taxable and tax-free clients such as foundations, endowments, corporations, pensions, public entities, insurance companies, mutual funds and high net-worth individuals.

Courage Capital Management LLC (Courage Capital) is a privately held, registered alternative asset management firm headquartered in Nashville, Tennessee. The firm was founded by Richard Patton in 1998. Courage Capital manages private funds on behalf of institutional investors and family offices.

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.

US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Capital City Trust Co. is a registered investment advisor headquartered in Tallahassee, Florida. The firm was founded in 1895 and is a subsidiary of Capital City Bank Group, Inc. (NASDAQ: CCBG). Capital City Trust offers a full range of financial management services for individuals and families and institutions and foundations.

Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

TTV Capital LLC (TTV) is a venture capital firm founded in 2000 by W. Thomas Smith and Gardiner W. Garrard. The firm is headquartered in Atlanta, Georgia.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Hunt Cos., Inc. operates as a real estates company. It offers real estate investments, military communities, public infrastructure, and financial and asset services. The company was founded in 1947 and is headquartered in El Paso, TX.

Navigant Capital Advisors LLC provides investment banking services. It offers fairness opinion, mergers and acquisition, private placement, due diligence, divestiture, leveraged recapitalization and refinancing, debt and equity underwriting and business turnaround advisory services. The company is headquartered in Chicago, IL.

MMA Financial, Inc. provides multifamily housing financial services. It also provides debt and equity financing solutions, investment opportunities, and funding solutions. The company is headquartered in Baltimore, MD.

Abacus Planning Group, Inc. (Abacus) is a registered independent investment adviser and wealth management firm headquartered in Columbia, South Carolina. The firm was founded by Cheryl Holland in 1998. Abacus provides advisory services to high-net worth individuals, pension and profit-sharing plans (other than plan participants), and charitable organizations.

Truxton Trust Co. is a wealth management firm headquartered in Nashville, Tennessee. They are a subsidiary of Truston Corp. (OTCMKTS: TRUX). The firm was founded by Donald Thurmond in 2003 as Nashville Bank & Trust Co. Truxton Trust provides private banking, wealth management, trust, and family office services for wealthy individuals, their families and business interests.

Founded in 2008, Hunt Investment Management LLC is an SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a subsidiary of HCH Holdings LLC, itself a subsidiary of Hunt Investment Management Holdings LLC. Their ultimate parent is Hunt Cos., Inc. They provide real estate investment management and advisory services to pension funds, corporations, sovereign wealth funds, endowments, insurance companies, banks and high net-worth money managers.

Recurrent Energy LLC owns and operates onsite solar power systems. The company was founded by Arno Harris in 2006 and is headquartered in Walnut Creek, CA.

The Atlas Economic Research Foundation is a nonprofit organization. It connects a global network of free market organizations to the ideas and resources needed to advance the cause of liberty. The company was founded by Antony Fisher in 1981 and is headquartered in Washington, DC.

Anzu Partners LLC (Anzu Partners) is a venture capital firm founded in 2014 by David Michael and David Seldin. The firm is headquartered in Washington, District of Columbia.

Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions.

The Greater Memphis Chamber is a Chamber of Commerce based in Memphis, TN.

Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles.