William Gray

Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.

The Trust Company of Oklahoma (TCO) is an investment management firm headquartered in Tulsa, Oklahoma. The firm was founded in 1981 and is a subsidiary of American Trustcorp., Inc. TCO provides asset management and unbiased financial advice for individuals, families and organizations in Oklahoma and throughout the country.

Pre-Paid Legal Services, Inc. provides legal services. It offers direct sales and network marketing. The company was founded by Harland Cecil Stonecipher in 1972 and is headquartered in Ada, OK.

Robbie AI, Inc. develops a deep learning system platform. The company is based in Boston, MA.

Pay Factory, Inc. provides payment facilitation services for software platforms. The company is based in Tulsa, OK. The company's suite of restful APIs enables leading platforms to onboard, accept payments, and make payouts instantly. Pay Factory shares revenue with platforms and offers competitive rates for businesses with $0 monthly-fee options. The CEO of the company is Ruston Miles.

Sway Medical LLC develops medical grade mobile applications. It specialized in concussion management, elderly fall risk and lower orthopedic injury risk assessment, occupational risk identification, physical therapy rehab. The company applications monitor patient outcomes in the field of orthopedics, geriatrics and pharmacology while providing a better on-field assessment of concussion symptoms in athletes. The firm's initial product is the sway balance software, an FDA cleared balance system for stability assessment using existing hardware in a mobile device. Sway Medical was founded by Chase Curtiss in 2011 and is headquartered in Tulsa, OK.

BAMKO LLC designs, manufactures, and sells merchandise sourcing and promotional products. It offers supply chain solutions such as design, sourcing, production, product development, quality control, testing, logistics, and delivery of goods for clients across the globe. The company was founded by Philip E. Koosed and Brett Marz in 1999 and is headquartered in Los Angeles, CA.

GEC Advisors LLC (GEC Advisors) is a private equity firm founded in 2008 by Jonathan Fairbanks. The firm is headquartered in Houston, Texas.

Thompson Street Capital Managers LLC (Thompson Street Capital) is a private equity subsidiary of Thompson Street Capital Partners LLC, founded in 2000 by James A. Cooper and Peter Finley. The firm is headquartered in St. Louis, Missouri.

Bootup creates a marketplace for tech talent. The company is based in Miami, FL. The company was founded in 2020 by Chandler Malone and Ariana Desiree Thacker. Chandler Malone has been the CEO since 2020.

Argonaut Private Equity LLC (Argonaut Private Equity) is a private equity firm founded in 2002 by Jason Martin and George B. Kaiser. The firm is headquartered in Tulsa, Oklahoma.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Scotia Capital (USA), Inc. (SCUSA) is a SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of Scotia Holdings (USA) LLC, which is owned by The Bank of Nova Scotia (NYSE: BNS; TSE: BNS) in Canada. They provide debt research coverage on US investment grade and high yield debt markets. SCUSA focuses on 6 industries which includes automotive, financial services, healthcare, media and communications, REGAL - real estate/gaming and leisure and technology. They also focus on 4 main global sectors such as power, mining, infrastructure and oil & gas/energy.

XY Planning Network LLC provides financial advisors services. The firm’s compliance services include initial registration and paid services and compliance coaching services. The company was founded by Michael Ernest Kitces and Robert Alan Moore in 2014 and is headquartered in Bozeman, MT.

AdvicePay, Inc. operates a payment processing platform built specifically for financial advisors. Its features include subscription billing, one-time payments, accept ach and credit cards, comply with custody regulations, and advisory and client portal. The company was founded by Robert Alan Moore and Michael Ernest Kitces in 2016 and is headquartered in Bozeman, MT.

The Foundation Group LLC is a private company based in Timonium, MD that provides real estate services.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

Colt International LLC provides fuel and aviation consulting services. The firm offers fuel services, trip support and, risk management, online tools and aviation insurance. The company was founded in 1999 and is headquartered in Webster, TX.

Hebei Titans Medical Supply Technology Group Co. Ltd. engages in the manufacture of personal hand protection products. Its products are disposable nitrile gloves and disposable vinyl gloves, which are widely used in medical care, clinical examination, chemical industry, electronics, food processing and other industries. The company was founded by Wen Xin Lu and Wei Dong Liu on February 23, 2011 and is headquartered in Xingtai, China.

Redburn (USA) LLC is an independent institutional equities broker located in New York City. The firm was formerly known as Redburn Partners USA LLC. Redburn (USA) is the US arm of London-based Redburn (Europe) Ltd. The firm provides institutional investors with conflict-free research and agency execution in the Pan-European equity markets. They provide coverage of the following industries: alternative energy, automotive, banks, beverages, chemicals, food manufacturing, food retail, general retail, insurance, investment banks/diversified financials, luxury goods, medical equipment/services, metals/mining, pharmaceuticals, roving research, technology (software and hardware), telecommunications, transportation and utilities.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Part of USI, Inc. (New York), Beasley & Co. provides consulting services specializing in retirement, executive compensation and health & welfare benefit plans. The company is based in Tulsa, OK. Beasley was acquired by USI Insurance Services LLC on October 31, 2022. The company was founded in 1992. The CEO is John Beasley.

Utown LLC operates an events and deals platform.

Founded in 1987, Johnson Rice & Co. LLC is an institutional research and brokerage firm located in New Orleans, Louisiana. In 1991, the firm began offering investment banking services. Johnson Rice & Co. focuses primarily on the energy and specialty retail sectors

Plains Ventures (Plains Ventures) is a venture capital subsidiary of i2E Inc founded in 2002. The firm is headquartered in Oklahoma City.