Travis J. Buckner

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.

Columbia Wanger Asset Management LLC (CWAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Columbia Management Investment Advisers LLC, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP). CWAM serves as the investment advisor to a variety of open-end mutual funds that are series or portfolios of Columbia Acorn Trust and Wanger Advisors Trust, two registered investment companies sponsored by the firm and other institutional accounts.

Delta Asset Management LLC (Delta) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by Myron Mall and Alex Conaway in 1989. They are a subsidiary of WT Acquisition LLC, which is owned by HighTower Holding LLC. Delta provides investment advice to individual persons, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or similar business entities, and state or municipal government entities.

Ballew Advisor, Inc. is a SEC-registered investment advisor headquartered in Jackson, Mississippi. The firm was founded in 1991 and is owned by S B Holding Co., Inc. through its intermediate subsidiary Security Ballew, Inc. (also known as Ballew Wealth Management). Ballew Advisor provides advisory services to the following types of clients: individuals (other than high net worth individuals), high net-worth individuals, pooled investment vehicles (other than investment companies), pension and profit sharing plans, trusts, estates, or charitable organizations, and corporations or other businesses.

Aidin, Inc. operates as a web-based post discharge care providers referral platform. It collects hard data about how well post-acute providers perform and present information to patients. The firm helps to track previous patient reviews. The company was founded by Janan Rajeevikaran, Russell Graney and Michael Galbo in 2011 and is headquartered in New York, NY.

Clayton Associates LLC (Clayton Associates) is a venture capital firm founded in 1996 by Stuart C. McWhorter and R. Clayton McWhorter. The firm is headquartered in Brentwood, Tennessee.

Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities.

Main Street Capital Partners LLC(Main Street Capital Partners) is a private equity firm founded in 1990 by Vincent Foster. The firm is headquartered at Houston, Texas.

SCF Partners LLC (SCF Partners) is a private equity subsidiary of SCF Partners, Inc. founded in 1989 by L.E. Simmons. The firm is headquartered in Houston, Texas.

ALM First Financial Advisors LLC (ALM First) is a SEC-registered investment adviser and hedge fund management firm headquartered in Dallas, Texas. The firm was founded in 1995 and they are wholly-owned by ALM First Group LLC. ALM First provides financial advisory services for credit union clients.

Solamere Capital LLC (Solamere Capital) is a private equity firm founded in 2008 by Tagg Romney, Eric scheuermann and Spencer Zwick. The firm is headquartered in Boston, Massachusetts.

Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients.

Ridgemont Partners Management LLC (Ridgemont Partners Management) is a private equity firm founded in 1993 by Travis Hain, George E. Morgan, and Walker L. Poole. The firm is headquartered in Charlotte, North Carolina.

PetroCap LLC (PetroCap) is a private equity firm founded in 1992 by Doug Evans. The firm is headquartered in Dallas, Texas.

McKinsey & Co. Canada is a consulting firm that provides consulting services to companies and organizations. The private company is based in Halifax, Canada and was founded in 2003.

Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients.

FIMC, Inc. offers membership products includes home and auto security plan and other products. It products lines are the home and auto security plan, American traveler motor club and the auto plus plan. It serves to the home, auto, health, and travel industries. The company was founded in 1974 and is headquartered in Sarasota, FL.

Cantor Fitzgerald Investment Advisors LP (CFIA) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Cantor Fitzgerald Investment Advisors Holdings LLC, itself a subsidiary of Cantor Fitzgerald LP. CFIA provides investment management and advisory services to individuals, retirement plans, charitable foundations, private funds, mutual funds, and corporations.

Crete Mechanical Group, Inc. is a nationwide multi-service solutions provider that offers commercial HVAC, electrical, plumbing, building automation, and controls services through a network of local partners. Crete Mechanical Group has subsidiaries throughout the United States and is based in Tampa, FL. The company focuses on building strong relationships with its customers and combines the resources of a large organization with the freedom to continue operating local businesses. The company was founded by Frank Zhang and Jake Sloane, and Michael L. Cox has been the CEO since 2022.

Permanent Equity Management (Permanent Equity) is a private equity firm founded in 2007 by Brent Beshore. The firm is headquartered in Columbia, Missouri.

Dixon Hughes Goodman LLP engages in the provision of accounting, tax, and advisory services. The firm offers employee benefit plan audits, internet audit services, statutory financial audits, cost segregation, tax accounting, transfer pricing, healthcare consulting, risk advisory, and information technology advisory. The company was founded in 1932 and is headquartered in Charlotte, NC.

Embedded Ventures LLC (Embedded Ventures) is a venture capital firm founded in 2020 by Jenna Bryant and Jordan Noone. The firm is headquartered in Los Angeles, California.

Brooklyn FI LLC is an independent registered investment advisor headquartered in New York City. The firm was founded by Shane P. Mason in 2017. Brooklyn FI provides financial planning and portfolio management services to individuals and high net-worth individuals.

Intrinsic Brands, Inc. is a company that provides consumer health products to millions of people. The company is based in Spokane, WA. The company acquires and expand real-world OTC women's health brands through increased marketing capabilities, new sales channels, and portfolio innovation. Intrinsic is led by consumer health experts with deep experience in building and growing CPG brands across all online and offline channels, with special expertise on Amazon. The company was founded by Yadin Shemmer, and Yadin Shemmer has been the CEO since incorporation. The company is an ecommerce acquisition and growth platform that focuses on digital-first health and wellness brands.

Enable Dental, Inc. specializes in mobile on-site dentistry administrative services. The company was founded in 2017 and is headquartered in Austin, TX.

Barnes-Pettey Financial Advisors LLC (BPFA) is an independent, SEC-registered investment advisor headquartered in Clarksdale, Mississippi. The firm was founded in 2007 and is indirectly owned by Dudley M. Barnes and Holmes S. Pettey. BPFA offers investment advisory services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.