John B. Russell

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.

UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients.

TowerView LLC is a hedge fund manager headquartered in New York City. The firm is a subsidiary of Corporate Office Properties Trust (NYSE: OFC). They manage the assets of high-net-worth individuals and institutional clients.

SFG, Inc. provides financial management services. The private company is based in Hampton, VA. The company was founded by Alain D. Bankier.

Vector Money Management, Inc. (Vector) is an independent, SEC-registered investment advisor headquartered in Ridgeland, Mississippi. The firm was founded by Ashby Foote in 1988. Vector provides asset allocation and portfolio management of fixed income, equity and balanced portfolios for foundations, institutions and individuals.

Gen Cap America, Inc (Gen Cap America) is a private equity firm founded in 1988 by Barney D. Byrd. The firm is headquartered in Nashville, Tennessee.

Cousins Realty Services LLC offers full-service leasing, management, construction and brokerage services to several third party clients, principally in the office building area, as well as managing office projects. It brings together a nationally respected team of seasoned professionals, with the knowledge and experience to provide exceptional service and advice. The company was founded in 1963 and is headquartered in Jackson, MS.

Coker & Palmer, Inc. is an independent registered broker/dealer and financial advisor headquartered in Jackson, Mississippi. The firm was founded by James D. Coker and James Y. Palmer in 1991. Coker & Palmer offers professional services in traditional securities brokerage to individuals and institutions as well as fee based asset management services.

MarketSphere Consulting LLC provides strategic advisory and technology services. It offers advisory and technology solutions for finance, supply chain, human resources and marketing operations. The company was founded in 2002 and is headquartered in Overland Park, KS.

The Urban Land Institute operates as a non-commercial research organization. It provides leadership in the responsible use of land and in creating and sustaining thriving communities worldwide. The company was founded on December 14, 1936 and is headquartered in Washington, DC.

Orchid Monroe LLC manufactures metal stampings. It products include automotive hinge mechanisms, precision metal stampings, automotive sub-assemblies, complex fabricated cabinets and assemblies, and electrical laminations. The company is headquartered in Monroe, WI.

First Avenue Partners (First Avenue Partners) is a private equity firm founded in 1998. The firm is headquartered in Nashville, Tennessee.

Sterling Stamos Private Equity (Stamos Capital) is a private equity firm subsidiary of Stamos Capital Partners LP founded in 2002. The firm is headquartered in New York.

Spartan Capital LLC provides equipment leasing and financing solutions. It offers leasing and financing for new and used equipment, start-up businesses, lease buybacks, and working capital. The company was founded in 2006 and is located in Richmond, VA.

Peoples Bank operates as a state chartered commercial bank. It offers personal and business banking, loans, online banking and mortgage services. The company was founded by Sidney McLaurin and Dewitt Enochs in 1908 and is headquartered in Mendenhall, MS.

KKR Group Co., Inc. engages in the provision of investment and private equity asset management services. The firm manages investments across multiple asset classes including private equity, energy, infrastructure, real estate, credit, and hedge funds. It operates through the Asset Management and Insurance segments. The Asset Management segment includes investment management and other services to funds, vehicles, collateral loan obligations, managed accounts and portfolio companies, and transaction-specific income from capital markets transactions. The Insurance segment offers retirement and life insurance services which provide a suite of protection, legacy and savings products to customers and reinsurance solutions to clients across individual and institutional markets. The company was founded by Henry R. Kravis and George R. Roberts in 1976 and is headquartered in New York, NY.

Sowell Financial Services LLC (do-business-as Sowell Management) is an independent, SEC-registered investment advisor headquartered in North Little Rock, Arkansas. The firm was founded by Bill Sowell in 2001. Sowell Management provides investment portfolios for individuals, retirement plans, corporations, registered investment advisers and institutions.

i3 Verticals LLC provides and develops payment and software solutions to small- and medium-sized businesses and other organizations in strategic vertical markets, such as education, non-profit, public, property management, and healthcare and to the business-to-business markets. The company was founded by Gregory S. Daily in December 2012 and is headquartered in Nashville, TN.

Oxbow Ventures LLC provides steel marketing and distribution services. The private company is based in Ridgeland, MS. The company was founded by William R. Flatt.

Thoroughbred Spirits Partners LLC (Thoroughbred Spirits Partners) is a private equity firm founded in 2009 by David Large. The firm is headquartered in Chicago, Illinois.

Mill Road Capital Management LLC (Mountain Capital) is an Private Equity firm founded in 2004 by Samuel Woong Oh. The firm is headquartered in Greenwich.

Part of CTX Capital Group LLC, CTX Capital Group is an American company that functions as an alternative investment manager. The company is located in the US.

Fleur de Lis Energy LLC engages in the acquisition, exploitation and production of conventional and unconventional oil and gas assets. It generates attractive, risk-adjusted returns and stable cash distributions to its investors through the acquisition, exploitation and operation of a diverse portfolio of oil and gas properties in North America. The company was founded by Thomas P. Trimble in March 2014 and is headquartered in Irving, TX.