Ryan Morrow

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.

Vestcom International, Inc. provides customized shelf-edge communication and marketing solutions. It offers stackz, ISMAds, adSigns, snapTalker, and pegAssist. The company was founded by Steve Bardwell in 1985 and is headquartered in Little Rock, AR.

Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds.

Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds.

Armor Defense, Inc. provides secure cloud web hosting solutions. Its services include professional, on-boarding, compliance, secure portal, and API. The firm also provides HIPAA and PCI compliant cloud hosting solutions to protect valuable websites and business assets. It offers secure cloud server, high performance cloud, compliance, managed, and business continuity solutions. The company was founded by Chris Drake in 2009 and is headquartered in Richardson, TX.

Hanlon Investment Management, Inc. (Hanlon) is an independent, SEC-registered investment advisor headquartered in Egg Harbor Township, New Jersey. The firm was founded by Sean Hanlon in 1999. Hanlon provides investment advisory and investment management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

The Mitchell Gold Co. designs, manufactures, and sells furniture. Its products are available at Crate and Barrel, Restoration Hardware, Pottery Barn and ABC Carpet and Home as well as through catalogs such as Pottery Barn, L.L. Bean, and Nieman Marcus and Chambers. The company was founded by Mitchell Gold and Bob Williams in 1989 and is headquartered in Taylorsville, NC.

Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients.

Concentrum Wealth Management LLC (CWM) is an independent, SEC-registered investment advisor headquartered in San Jose, California. The firm was founded in 2013 and is owned equally by Jeffery E. Fong and Jay C. Fong. CWM assists a select group of business owners and families with their financial affairs.

Floworks International LLC manufactures and supplies pipes, valves, and fittings. The firm serves the refining, chemical and petrochemical, mining, and power generation industries. The company was founded in 2010 and is headquartered in Pasadena, TX.

Continuum Energy Services LLC provides commercial gas logistics and consumer natural gas services. It owns and operates gathering, processing, treating, compression and transportation assets for natural gas, crude oil and natural gas liquids. The company also provides post-production services, including well connects, gas marketing, contract negotiation, scheduling, imbalance management, risk management, accounting and distribution to producers. The firm offers services ranging from well head negotiations, revenue and production tax distribution, hedging and supply balancing. The company serves producers, retailers and residential customers in the United States. Continuum Energy Services was founded by Robert B. Rosene Jr. and Kent Dunbaron on July 20, 1998 and is headquartered in Tulsa, OK.

Part of Warren A. Stephens Trust UID 9/30/87, SF Holding Corp. is a company that provides investment services. The company is based in Little Rock, AR.

CCC Advisors LLC (Cotton Creek Capital) is a private equity firm founded in 2006. The firm is headquartered in Austin, Texas.

Spitzer Industries, Inc. delivers steel fabrication of individual process skids, assembled modules and combined solutions for energy industry customers. It provides engineered packages, vessels, columns and towers, structural steel to the production, midstream, subsea and petrochemical sectors. The firm also provides project management, engineering, design and procurement services. The company was founded by Cullen R. Spitzer in 1996 and is headquartered in Houston, TX.

Kodiak Gas Services LLC engages in the contract compression business. It provides critical compression equipment. The firm offers compression, enhanced oil recovery, turnkey projects, and customer owned services. The company was founded by Mickey McKee in May 2010 and is headquartered in Montgomery, TX.

Arkansas Children's Hospital provides healthcare services. It serves as the pediatric teaching affiliate of the University of Arkansas for Medical Sciences (UAMS) and is home to the Department of Pediatrics. The company was founded in 1912 and is headquartered in Little Rock, AR.

Founded in 1962, Raymond James Financial, Inc. (NYSE: RJF) is a diversified holding company headquartered in St. Petersburg, Florida. The firm provides services to individuals, corporations and municipalities through their wholly-owned subsidiaries: Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. Raymond James operates through eight segments: Private Client Group (PCG); Capital Markets; Asset Management; Raymond James Bank (RJ Bank); Emerging Markets; Securities Lending; Proprietary Capital; and Other. The Private Client Group segment provides securities transaction and financial planning services to client accounts through the branch office systems of the company's subsidiaries. The Capital Markets segment's activities consist primarily of equity and fixed income products and services. The Asset Management segment provides asset management services for individual investment portfolios and mutual funds. The RJ Bank segment provides corporate, residential and consumer loans, as well as Federal Deposit Insurance Corp. insured deposit accounts, to clients of the company's broker-dealer subsidiaries and to the general public. The Emerging Markets segment operates securities brokerage, investment banking, asset management and equity research businesses. The Securities Lending segment conducts its business through the borrowing and lending of securities from and to other broker-dealers, financial institutions and other counterparties. The Proprietary Capital segment consists of the company's principal capital and private equity activities, including various direct and third-party private equity and merchant banking investments. Raymond James' capital markets reach within the financial institutions segment focuses on community and regional banks and thrifts including equity research, sales, trading and investment banking resources and services. Raymond James is one of the largest research organizations in the brokerage industry and serves institutional investors domestically and abroad. The firm's capital markets activities are based on insightful, timely and comprehensive equity research. They publish research on over 1,000 companies in their core industries. Raymond James seeks attractive niches within broader industries and then covers these sectors deeply to develop differentiated sector expertise and relationships. Although their focus is mid- and small-cap companies, their coverage includes large, medium and small companies across each sector. Raymond James' Institutional Trading division is organized into 3 specialty departments: Sales Trading, Principal trading and Agency Trading. Their Sales Trading division covers over 800 domestic and 1,300 international financial institutions throughout North America and Europe. The firm's Principal Trading division consists of industry-focused teams and their OTC Principal Trading department makes markets in over 680 domestic stocks, 85% of which are covered by Raymond James Institutional Research department. Their Agency Trading department services the trading needs of over 5,500 financial advisors located in 2,500 retail offices across the US.

TierPoint LLC engages in the provision of connected data center and cloud solutions. It offers services relating to colocation, cloud platforms, network services, security and compliance, disaster recovery, consulting services, and managed services. The company was founded in July 2010 and is headquartered in St. Louis, MO.

CoreLink LLC manufactures surgical instruments and implants in a variety of medical fields. It offers anterior, posterior lumbar and cervical, minimally invasive, and biologics. The company was founded by Jay William Bartling in 2007 and is headquartered in St. Louis, MO.

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.

Pearlman Group LLC develops and distributes branded abrasives, diamond tools and equipment. The company is headquartered in Waltham, WA.

Part of Catalyst Acoustics Holdings, Inc., Catalyst Acoustics Group is the parent company of an elite group of acoustic, seismic, vibration, and noise control companies. The company is based in Agawam, MA. The independent brands, channels to market, products, and services offered by each business remain unique, while leveraging the scale, deep functional expertise, broad channel reach, and significant financial resources. Joe Lupone has been the CEO of the company since 2020.

Hilton Capital Management LLC (Hilton) is SEC-registered investment advisor and wealth management firm headquartered in Garden City, New York. The firm was founded by William Garvey in 2001 and they are principally owned by Rafferty Holdings LLC. Hilton actively manages balanced and equity strategies for a diverse client base that includes corporate and public pensions, endowments, foundations, financial advisors, mutual funds, family offices, wealth managers, and individuals, nationwide.