Whitney Anne Clayton

Steel Grove Capital Advisors LLC (Steel Grove) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn and Steve Sansom in 2001 and formerly known as Green Square Capital LLC. Steel Grove offers investment advisory services to affluent individuals and families, trusts, estates, charitable organizations, corporations, and business entities.

Part of Mariner Wealth Advisors LLC, Arbor Wealth Management LLC provides investment advice. The company is based in Miramar Beach, FL. The company was founded in 2010 by Margaret Rose McDowell. Margaret Rose McDowell has been the CEO since 2010. Arbor Wealth Management was acquired by Mariner Wealth Advisors LLC on February 28, 2022.

Bomgar Corp, now known as BeyondTrust, offers a Privileged Access Management platform that protects organizations from unwanted remote access, stolen credentials, and misused privileges. With the industry's broadest set of privileged access management capabilities, the platform provides visibility and control over all privileged accounts, users, and access. The American company is trusted by more than 20,000 companies and counting.

BeyondTrust Corp. provides secure enterprise remote management and support software solutions. It offers remote support, privilege access and password vault. The company was founded by Joel Bomgar, Nathan McNeill, and Patrick Norman in 2003 and is headquartered in Ridgeland, MS.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

EIG Global Energy Partners LLC (EIG Global Energy Partners) is a private equity firm founded in 2011. The firm is headquartered in Washington, District of Columbia.

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Resolute Wealth Strategies LLC provides investment advice. The private company is based in Jackson, MS. The company was founded by Michael Austin Puckett, Phillip Crowell Burnett. Phillip Crowell Burnett has been the CEO since incorporation.

RiverFront Investment Group LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2007 and is owned primarily by their employees through RiverFront Investment Holding Group LLC. Baird Financial Corp. is a minority owner of RiverFront Investment Holding Group, and therefore an indirect owner of the firm. RiverFront provides investment advice to a wide range of clients which includes, but not limited to, individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. They also serve as sub-adviser to investment companies.

Celerant Technology, Corp. engages in the provision of retail management software solutions to retail organizations. Its management system integrates all channels of multichannel retail enterprise, including POS, warehouse, inventory management, sales back office, data mining, open-to-buy, mail order/catalog and e-commerce. The company was founded by Ian Goldman, Robert Goldman, John Heiser in 1999 and is headquartered in Staten Island, NY.

Menlo Worldwide, Inc. operates warehousing and storage facilities. The private company is based in Memphis, TN.

Tiny Tots Therapy, Inc. provides pediatric therapy services. It offers speech and language, social skills and early intervention therapies. The firm also offers home, center and home services, specialized services and insurance plans. The company was founded by Rebecca Dean and Marwa Abdelbary in 2006 and is headquartered in Scotch Plains, NJ.

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.

Phillips Energy Partners LLC acquires and operates mineral mines. The company was founded on May 10, 2007 and is headquartered in Shreveport, LA.

JMI Management, Inc. (JMI Equity) is a private equity and venture capital firm founded in 1992 by Harry S. Gruner and Charlie E. Noell. The firm is headquartered in Baltimore, Maryland.