Chris Magann

Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. They are a wholly owned subsidiary of Regions Bank and their ultimate parent is Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with its clients.

Founded in 1970, Carty & Co., Inc. is a registered broker/dealer located in Memphis, Tennessee. Carty & Co.'s services include: municipal bonds, corporate bonds, equities, financial and retirement planning, insurance, mutual funds, SBA, USDA, MBS, Government bonds, CDs and institutional services. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Carty & Co. clears their transactions on a fully disclosed basis through Pershing LLC. The firm is a member of the SIPC and FINRA. Carty & Co. is registered to transact business in all fifty states.

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.

Pine River Capital Management LP (Pine River) is a SEC-registered investment adviser and hedge fund management firm headquartered in Minnetonka, Minnesota. The firm was founded in 2002 by Brian Taylor and they are a subsidiary of Pine River Holdings LP. Pine River provides investment solutions to qualified clients through commingled hedge funds and bespoke solutions.

SFG, Inc. provides financial management services. The private company is based in Hampton, VA. The company was founded by Alain D. Bankier.

Part of Greenhill & Co., Inc., Greenhill & Co. LLC is a company that provides financial advice services. The company is based in New York, NY.

Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

The National Trust For Historic Preservation provides leadership, education, advocacy and resources to save America's historic places. The firm helps revitalize neighborhoods, communities, and spark economic development and promote environmental sustainability. The company was founded in 1949 and is headquartered in Washington, DC.

Bluware, Inc. provides technology consulting services. The firm offers workflow acceleration, cross functional connections, operational efficiency and data strategy solutions. It serves to the oil and gas industry. The company was founded by Richard D. Jones in 1987 and is headquartered in Houston, TX.

Cousins Realty Services LLC offers full-service leasing, management, construction and brokerage services to several third party clients, principally in the office building area, as well as managing office projects. It brings together a nationally respected team of seasoned professionals, with the knowledge and experience to provide exceptional service and advice. The company was founded in 1963 and is headquartered in Jackson, MS.

MarketSphere Consulting LLC provides strategic advisory and technology services. It offers advisory and technology solutions for finance, supply chain, human resources and marketing operations. The company was founded in 2002 and is headquartered in Overland Park, KS.

Digium, Inc. engages in the provision of hardware and software products to enterprises and telecommunications providers. It offers business phone systems, telephony cards, asterisk training, and asterisk hardware. The company was founded by Mark Spencer in 1999 and is headquartered in Huntsville, AL.

Sterling Stamos Private Equity (Stamos Capital) is a private equity firm subsidiary of Stamos Capital Partners LP founded in 2002. The firm is headquartered in New York.

Mountain Association for Community Economic Development, Inc. provides social services. Its programs include appalachian transition, energy, enterprise development, and strategic initiatives. The company was founded in 1976 and is headquartered in Berea, KY.

KKR Group Co., Inc. engages in the provision of investment and private equity asset management services. The firm manages investments across multiple asset classes including private equity, energy, infrastructure, real estate, credit, and hedge funds. It operates through the Asset Management and Insurance segments. The Asset Management segment includes investment management and other services to funds, vehicles, collateral loan obligations, managed accounts and portfolio companies, and transaction-specific income from capital markets transactions. The Insurance segment offers retirement and life insurance services which provide a suite of protection, legacy and savings products to customers and reinsurance solutions to clients across individual and institutional markets. The company was founded by Henry R. Kravis and George R. Roberts in 1976 and is headquartered in New York, NY.

Silverleafe Capital Partners LLC is an investment adviser registered with the Securities and Exchange Commission. The private company is based in Memphis, TN, and its team includes William D. Patterson, CIMA®, John B. Russell, CFA®, J. Mason Cousins, CFP®, Broc P. Kreitz, CFP®, and Craig H. Sneed, CFO. The website provides information about the company and its services, but it is not intended to be a solicitation, offering, or recommendation of any investment management or advisory service, securities, or other investment products to any person in any jurisdiction or country in which such solicitation, offering, or recommendation would be unlawful. The company was founded in 2004 by William Daniel Patterson, who has been the CEO since then.

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.

BankPlus (Wealth Management) (BPWM) is the wealth management division of BankPlus, a community bank headquartered in Jackson, Mississippi. They are ultimately owned by BancPlus Corp. BPWM was founded in 1909 and provides discretionary and non-discretionary investment management services to individuals, family groups, corporations, foundations, and endowments.

Ford Financial Fund is a private equity firm founded in 2008. The firm is headquartered in Dallas, Texas.

Southern Farm Bureau Life Insurance Co. (Investment Portfolio) (SFBLIC-IP) is the investment portfolio division of Southern Farm Bureau Life Insurance Co., headquartered in Jackson, Mississippi. The firm was founded in 1946 and is a subsidiary of Southern Farm Bureau Casualty Insurance Co., ultimately owned by Arkansas Farm Bureau Federation, Inc. It provides competitive products and superior customer service to their Farm Bureau policyholders and agents. SFBLIC-IP manages the client’s investment portfolio.

Desai Hotel Group, Inc. develops and manages hotel assets. It offers hotel development, management, and investment. The company was founded by Sunny S. Desai in 2010 and is headquartered in Jackson, MS.

Mill Road Capital Management LLC (Mountain Capital) is an Private Equity firm founded in 2004 by Samuel Woong Oh. The firm is headquartered in Greenwich.

Plusgrade SEC develops software applications and provides computer related services. Its products are premium upgrade and dynamic seat blocker. The company was founded by Ken Harris and is headquartered in Montreal, Canada.

Part of CTX Capital Group LLC, CTX Capital Group is an American company that functions as an alternative investment manager. The company is located in the US.

Novusterra, Inc. is an emerging growth company. It engages in the business of rare earth element processing facility to process & refine rare earth material. The company was founded on September 21, 2020 and is headquartered in Miami, FL.

Fleur de Lis Energy LLC engages in the acquisition, exploitation and production of conventional and unconventional oil and gas assets. It generates attractive, risk-adjusted returns and stable cash distributions to its investors through the acquisition, exploitation and operation of a diverse portfolio of oil and gas properties in North America. The company was founded by Thomas P. Trimble in March 2014 and is headquartered in Irving, TX.