Steven Clay Causey

BellSouth LLC operates as a telecommunications holding company. It provides wire line communication services including local exchange, network access, intra local access, and internet services. The firm also offers print and online directory advertising. The company was founded in 1983 and is headquartered in Atlanta, GA.

Protective Life Insurance Co. operates as a stock life insurance company. It engages in the provision of financial services. It operates under the following segments: Real Life and Annuity, Acquisitions, Stable Value Products, Asset Protection, and Corporate and Other. The Retail Life and Annuity segment markets fixed universal life, indexed universal life, variable universal life, traditional, fixed annuity, and variable annuity. The Acquisitions segment focuses on acquiring, converting, and/or servicing contracts from other companies. The Stable Value Products segment sells fixed and floating rate funding agreements. The Asset Protection segment deals with the marketing of extended service contracts. The Corporate and Other segment is consisted of net investment income on assets. The company was founded in 1907 and is headquartered in Birmingham, AL.

Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Southern Light LLC provides fiber optic-based communications solutions to clients in the telecom, government, and commercial sectors. It installs fiber optic communications network and content providers lease its hardware space to offer services to customers. The firm offers private line transport, wireless infrastructure, data center services, and managed services. The company was founded by Andrew Newton, Lee Wallace, and John Beck in 1998, and is headquartered in Mobile, AL.

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.

Part of Synovus Financial Corp., Canterbury Trust Co., Inc. is a company that provides trust, custody, investment, and consulting services. The company is based in Birmingham, AL. The company was founded by Benny M. LaRussa. Canterbury Trust Co. was acquired by Synovus Financial Corp. on January 31, 1999 for $8.29 million.

Founded by Geoffrey Mavar in 2003, Chickasaw Capital Management LLC is a registered investment advisor located in Memphis, Tennessee. The firm provides investment management services to institutions, high net-worth individuals and the MainGate MLP Fund, an open end mutual fund.

Part of Adams & Reese LLP, Stokes Bartholomew Evans & Petree PA provides legal services. The company is based in Nashville, TN. The company was founded by Samuel W. Bartholomew. Stokes Bartholomew Evans & Petree PA was acquired by Adams & Reese LLP on June 30, 2005.

Ford & Harrison LLP provides legal services. It practice in the areas related to labor and employment law including employment litigation, class actions, business immigration and employee benefits. The company was founded in 1978 and is located in Atlanta, GA.

Watkins & Eager PLLC provides legal services. Its practice areas includes litigation, business, government and administrative law. The company was founded by William Hamilton Watkins in 1895 and is headquartered in Jackson, MS.

Arlington Partners LLC is a SEC-registered investment advisor and multi-family office headquartered in Birmingham, Alabama. The firm was founded by Kenneth Polk in 1998 and is owned by Arlington Holdings LLC. Arlington Partners offers family office services to multigenerational families of significant net worth.

HC Advisors LLC is an independent, SEC-registered investment adviser and wealth management firm headquartered in Sandy Springs, Georgia. The firm was founded by Daniel Henning in 2012. HC Advisors offers personalized investment advisory services to high net-worth individuals, business owners, and corporate executives.

Zurich Alternative Asset Management LLC (ZAAM) is a registered alternative investment firm headquartered in New York City. The firm was founded in 2006 and is a wholly-owned subsidiary of Zurich Insurance Group, which is owned by Zurich Insurance Group AG (SWX: ZURN) in Switzerland. ZAAM manages investments solely for Zurich affiliates worldwide in alternative asset classes.

BT Wealth Management LLC (BTWM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Cliff Draughn in 2008. In 2022, they became a subsidiary of Waverly Advisors LLC, ultimately owned by Warren Averett Cos. LLC. BTWM provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations, and privately offered pooled investment vehicles.

StrategIQ Financial Group LLC (StrategIQ) is a SEC-registered investment advisor headquartered in Merrillville, Indiana. The firm was founded in 1996 and formerly known as Strategic Financial Group LLC. In 2024, they were acquired by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. StrategIQ offers investment management, financial planning, and consulting services to individual and institutional clients.

CapStar Bank operates as a holding company which provides banking and financial services to businesses and individuals in Tennessee. It offers lending solutions, treasury management, checking accounts, card services, private banking, electronic banking solutions and installment loans. The company was founded by Denny Bottorff, Toby S. Wilt, Julie D. Frist, and L. Earl Bentz on July 14, 2008.and is headquartered in Nashville, TN.

Nashville Repertory Theatre owns and operates performing art theater. The company was founded by Martha Ingram and Mac Pirkle in 1985 and is headquartered in Nashville, TN.

United Way of Metropolitan Nashville, Inc. enages in the provision of solutions for health, financial stability, and health. The company was founded on May 21, 1954 and is headquartered in Nashville, TN.

Part of AT & T, Inc., AT & T Tennessee is a company that provides telecommunication services. The company is based in Nashville, TN.

Soundpath Investment Advisors LLC (Soundpath) is an asset management firm headquartered in Ridgeland, Mississippi. The firm was formerly named Medley & Brown LLC and is the successor to Medley & Company, Inc. (dba Medley & Brown), which was founded in 1988. They were acquired in 2023 by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. Soundpath provides portfolio management services to individuals, high-net worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, or other business entities.

Global Tel*Link Corp. provides integrated correctional technology solutions. It offers inmate communication, investigative, facility management, visitation, payment and deposit, and content solutions. The company was founded in 1980 and is headquartered in Reston, VA.