Mike Clay Teel

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. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of 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 their clients.

Founded by Geoffrey Mavar in 2003, Chickasaw Capital Management LLC is a registered investment advisor located in Memphis, Tennessee. The firm provides investment management services to institutions, high net-worth individuals and the MainGate MLP Fund, an open end mutual fund.

Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates 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.

American Cancer Society, Inc. provides information on cancer occurrence, survival, prevention, early detection, and treatment. The non-profit company is based in Kennesaw, GA and has subsidiaries in the United States. The company's SHES department is an intramural research program with world-renowned epidemiologists and health scientists. The company was founded in 1913 by Candy Arrington. Karen E. Knudsen has been the CEO of the company since 2021.

Association for Financial Professionals, Inc. provides treasury management services. It provides training, certification, career counseling and other professional development services and hosts an annual four-day conference. The firm also publishes AFP Exchange, a bimonthly magazine. Its committee on Investment of Employee Benefit Assets represents executives who oversee investment funds of pension and benefit plans. The company was founded in 1980 and is headquartered in Bethesda, MD.

Landmark Advisors LLC is a fund of hedge funds manager headquartered in New York City. The firm provides investment advice to various fund of hedge funds.

Blue Equity LLC (Blue Equity) is an independent private equity firm founded in 2004 by Jonathan S. Blue. The firm is headquartered in Louisville, Kentucky.

LongueVue Capital LLC (LongueVue Capital) is a private equity firm founded in 2001 by Rick S. Rees and John C. McNamara. The firm is headquartered in New Orleans, Louisiana.

The Risk Management Association was founded in 1990 and promotes an enterprise approach to risk management, with a focus on credit risk, market risk, and operational risk. The non-profit company is based in Philadelphia, PA and has subsidiaries in the United States. RMA has 1,700 institutional members, including banks of all sizes and nonbank financial institutions, represented by 18,500 individuals located throughout the country and the Pacific. The company offers the largest offering of risk-focused resources for the financial services industry and maintains a strong community of risk professionals through events and courses that advance the understanding of risk management in financial services.

One Stop Environmental LLC provides environmental solutions. Its services encompass consulting, environmental program management, waste management, abatement, and emergency or disaster response. The company was founded by Shannon S. Riley in 1999 and is headquartered in Birmingham, AL.

Advent LLC designs and installs marketing displays for trade show exhibits, events, and office spaces. The company was founded in 1988 and is headquartered in Nashville, TN.

Founded in 2007 by Scott Mayo and Chris Lanigan, Covey Capital Advisors LLC is a hedge fund manager located in Atlanta, Georgia.

The Bank of New York Mellon Trust Co., NA (Investment Mgmt) (BNYMT-IM) is the wealth management arm of The Bank of New York Mellon Trust Co., NA, a full-service bank headquartered in Los Angeles, California. The firm is a subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMT-IM manages trust portfolios for individual investors.

Access America Transport, Inc. provides transportation services. It handles all modes of transportation including less-than-truckload, van, flatbed, refrigerated freight, and shipping by rail services. The company was founded by Ted Alling, Allan Davis, and Barry Large in 2002 and is headquartered in Chattanooga, TN.

Douglas County School System maintains finance and makes policies to govern public schools. The company is headquartered in Douglasville, GA.

Home Instead Senior Care Birmingham provides non-medical home care, personal care and companionship service. It also provides personal care, medication reminders, transfer and ambulation assistance, meal preparation, light housekeeping and incidental transportation. The company was founded by Dan Pahos in 1997 and is headquartered in Birmingham, AL.

AAT Carriers, Inc. engages in the provision of transportation services. It offers commercial explosives; government and commercial shipping; JIT expedited shipping; hazardous materials shipping; security transportation; and transportation protective services. It caters the following industries: construction, mining, petrochemical, wind energy, utilities, avalanche control, defense technologies, recreational munitions, specific security shipments, medical records, and high value products (HVP). The company was founded by Jeremy Shavers, Barry Large and Ted Alling in 2007 and is headquartered in Chattanooga, TN.

SmartBank provides banking services. It offers personal and business banking; such as checking, savings, mortgages, loans, and banking additional services and electronic banking services. The company was founded in January 2006 and is headquartered in Pigeon Forge, TN.

Lamp Post Group LLC is a venture incubator co-founded by Ted Alling, Allan Davis and Barry Large in 2010. The company is headquartered in Chattanooga, TN.

GoBrands, Inc. provides online platform for on-demand retail and delivery of range of products from college essentials, party supplies, and smoking accessories to snacks, frozen foods, and household essentials. The company was founded by Yakir Gola and Rafael Ilishayev in 2013 and is headquartered in Philadelphia, PA.

Reliance Partners LLC engages in the provision of insurance solutions. It offers trucking insurance, freight broker insurance, commercial insurance, risk management, and technology solutions. The company was founded by Andrew Ladebauche in 2009 and is headquartered in Chattanooga, TN.

Steam Logistics LLC provides logistics services. Its services include freight forwarding, border crossing, steam air and ocean, custom clearance and cargo insurance. The company was founded in 2012 and is headquartered in Chattanooga, TN.

Dynamo Management Co. LLC (Dynamo Management) is a venture capital firm founded in 2016 by Santosh Sankar, Jon Bradford, Barry Large and Ted Alling. The firm is headquartered in Chattanooga, Tennessee.

Simmons Bank (Investment Management) (SB-IM) is the investment management division of Simmons Bank, a community bank headquartered in Pine Bluff, Arkansas. SB-IM provides investment services, retirement planning, insurance planning and estate planning to various types of clients.

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

Lorimer Ventures LLC (Lorimer Ventures) is a venture capital firm founded in 2019 by Pete Schork and Stephan Cizma. The firm is headquartered in New York.

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.

Eagle Bluffs Wealth Management LLC (Eagle Bluffs) is an independent registered investment advisor headquartered in Columbia, Missouri. The firm was founded by Nicholas J. Thurwanger in 2019. Eagle Bluffs offers investment advisory services to individuals, families trusts, estates, foundations and businesses.