Allen C. Page

Thrivent Financial for Lutherans operates as a not-for-profit membership organization of Christians, which engages in the provision of investment advisory services. It offers life insurance, annuities and mutual funds, student and educational resources, charitable planning, and trust services. The company was founded in June 2001 and is headquartered in Minneapolis, MN.

Vaughan Nelson Investment Management LP (Vaughan Nelson) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1970 and formerly known as Vaughan, Nelson, Scarborough & McCullough LP. They are wholly-owned by Natixis Investment Managers LLC, which is ultimately owned by BPCE SA, a banking group in France. Vaughan Nelson provides investment management services for equity and fixed income portfolios to taxable and tax-free clients such as foundations, endowments, corporations, pensions, public entities, insurance companies, mutual funds and high net-worth individuals.

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.

GuideStone Capital Management LLC (GSCM) is a SEC-registered investment advisor headquartered in Dallas, Texas. Founded in 2000, the firm is owned by GuideStone Investment Services, which is a wholly-owned subsidiary of GuideStone Financial Resources (GSFR) of the Southern Baptist Convention. GSCM provides investment advisory services to registered mutual funds and institutional investors. They also serve as the investment adviser to GuideStone Funds.

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.

GuideStone Financial Resources provides financial services. It offers retirement, investment, executive benefit services and insurance plans. The firm provides property and casualty coverage for churches and other ministries. The company was founded in 1918 and is headquartered in Dallas, TX.

WellAware Holdings, Inc. operates as an industrial internet of things (IOT) data company that engages in the provision of end-to-end solutions for oilfield data collection, storage, visualization, and decision analysis. It offers remote production and genset remote monitoring, chemical injection automation, preventive maintenance, internal corrosion treatment, operator chemical insights, methanol injection automation, and underground injection control solutions. It serves the communications, oil and gas, and industrial markets. The company was founded by Matt Harrison and is headquartered in San Antonio, TX.

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities.

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.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

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.

Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations.

State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX.

The Baylor Angel Network (The Baylor Angel Network) is a venture capital firm founded in 2008. The firm is headquartered in Waco, Texas.

Gauge Capital LLC (Gauge Capital) is a private equity firm founded in 2013 by Drew Johnson and Tom McKelvey. The firm is headquartered in Southlake, Texas.

Alturus Capital Partners (Alturus Capital Partners) is a private equity firm founded in 2014 by Chad D. Hufsey and Jacob B. Jones. The firm is headquartered in Dallas, Texas.

Southwestern Advantage, Inc. is a part of the Southwestern Family of Companies, which is one of the largest private corporations in the world. The private company is based in Nashville, TN and has subsidiaries in the United States. The company is dedicated to helping people reach their full potential.

US Assets, Inc. is a real estate investment company, which engages in the development of single tenant commercial properties and the business of investing in single and multi-family residential housing, industrial, and retail commercial real estate properties. The company was founded by Jeffrey B. Love on July 28, 2014 and is headquartered in Dallas, TX.

Us Business Resources, Inc. provides business planning and organizing services.

Copley Hospital, Inc. provides medical and health care services. It provides health care services to residents and guests of the Lamoille Valley. The company was founded in 1932 and is headquartered in Morrisville, VT.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

The Petroleum Alliance of Oklahoma provides oil and natural gas trade association services. The company is headquartered in Oklahoma City, OK.