Ashley R. Barrett

Morgan Group, Inc. specializes in upscale urban construction and property management. Its markets include Orlando, Jacksonville, Charlotte, Kansas City, Denver, Austin, Houston, San Diego, Fullerton, Orange County and Los Angeles. The company was founded in 1959 by William J. Morgan and is headquartered in Houston, TX.

A subsidiary of Davenport & Co., Davenport Securities is a broker/dealer headquartered in Richmond, Virginia. The firm provides a full array of investment services including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance and corporate finance services. Their research includes coverage of several sectors including healthcare & special situations, media/telecommunications/technology, metals, REITs, specialty finance, technology, financial, energy, consumer staples, consumer discretionary, capital goods & construction materials, and business and professional services. They research local and regional firms making recommendations based on assessments of a company and the industry, regional and national trends, visits to the business, and meetings with the management. In addition to in-house research, Davenport uses several nationally-recognized research firms to provide them with investment information for larger national and international companies. They are a member of the SIPC.

Foster Home Improvement, Inc. designs and remodels residential properties in the Virginia region. The firm offers remodeling services of kitchens, bathrooms, first and second story additions, and complete whole house renovations. Its services include design-build remodeling, home and electrical services, and handyman membership. The company was founded by David P. Foster in 1983 and is headquartered in Lorton, VA.

CAZ Investments /Private Equity/ (CAZ investments) is a private equity firm founded in 2001 by Christopher Zook. The firm is headquartered in Houston, Texas.

Northern Neck Insurance Co. (Investment Portfolio) (NNIC-IP) is the investment portfolio division of Northern Neck Insurance Co., an insurance company headquartered in Irvington, Virginia. Founded in 1986, the firm insures homes and most valuable possessions to help Virginians protect their financial futures. NNIC-IP manages the insurance investment portfolio.