Samantha Landmesser

Patten & Patten, Inc. (P&P) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chattanooga, Tennessee. The firm was founded in 1976 by W.A. Bryan Patten and Z. Cartter Patten, III. P&P provides investment advisory and management services on a discretionary basis to individuals, families, individual retirement plans, trusts, family partnerships, endowments, foundations, pension and profit-sharing plans, 401(k)s and other qualified institutional retirement vehicles, and other institutional investment accounts.

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.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

SageView Advisory Group LLC (SAG) is a SEC-registered investment advisor and holding firm headquartered in Newport Beach, California. The firm was founded by Randall Long in 1989. SAG provides asset management services to individual and institutional clients.

Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Monogram Food Solutions LLC produces and distributes packaged meat products snacks and appetizers. It offers beef jerky, corn dogs, pre-cooked bacon, and other value-added meat products. The firm's brands include Wild Bill's, Hannah's, Trail's Best, O'Brien, King Cotton, Circle B, Enjoy and Hickory Best, and Bulls. The company was founded by Karl A. Schledwitz and Wes Jackson in 2004 and is headquartered in Memphis, TN.

Rodefer Moss & Co. PLLC provides accounting services. The firm’s services include assurance, consulting, business valuations, employee benefit plans, small business solutions, quickbooks assistance and tax compliance. The company was founded by Robert L. Rodefer, Bill Moss, Norman Melhiser, Edward Endres and Tom Tucker in 1957 and is headquartered in Knoxville, TN.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Part of Bechtel Group, Inc., Bechtel Marine Propulsion Corp. is a company that manufactures naval nuclear propulsion systems. The company is based in Reston, VA.

The Society for Human Resource Management (SHRM) is the world's largest HR association with almost 325,000 members. The non-profit company is based in Alexandria, VA and has subsidiaries in India and the United States. The company aims to create better workplaces and address critical issues affecting society that impact work. Johnny C. Taylor has been the CEO of the company since 2017.

Lees-McRae College offers diverse baccalaureate degrees, athletic programs and outstanding faculty. It also offers online programs and degree-completion opportunities in surrounding communities to nontraditional learners. The company is headquartered in Banner Elk, NC.

Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to high net worth and ultra-high net worth individuals and families.

U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors.

American Modern Insurance Group, Inc. provides insurance coverage services to homes and vehicles. It delivers specialized products and services for residential property and the recreational market. The company was founded in 1965 and is headquartered in Amelia, OH.

eVestment Alliance LLC engages in the development of cloud-based financial and investment application. Its products and service capabilities include manager research and selection, ongoing manager monitoring, private markets due diligence, risk analysis, portfolio construction and modeling, liquidity analysis, data aggregation, capital raising, competitive analysis, holdings analysis, peer group comparisons, and professional marketing materials. The company was founded by Karen Minnick, Matt Crisp, James Minnick, and Heath Wilson in 2000 and is headquartered in Atlanta, GA.

LBMC Investment Advisors LLC (LBMC) is a registered investment advisor headquartered in Brentwood, Tennessee. The firm was founded in 1998 and is principally owned by LBMC Financial Services LLC. LBMC provides portfolio management services to individuals, high net worth individuals, corporate entities, and foundations.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

2Xideas AG is an independent, partner-owned investment firm headquartered in Küsnacht, Switzerland. The firm was founded in 2013 and manages two Luxembourg UCITS and SIF fund for qualified investors.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

The Tennessee Society of Certified Public Accountants (TSCPA) is the state professional organization for certified public accountants. The society's membership is comprised of members in industry, government, business, education and public accounting. It acts on behalf of its members and provides support, enabling its members to perform quality professional services while serving the public interest. The company was founded in 1924 and is located in Brentwood, TN.

Longbow Research LLC is an independent investment research firm headquartered in Independence, Ohio. The firm was founded by David S. MacGregor in 2003 to provide the institutional equity research market with a high quality, independent product, free from the many conflicts of interest that plague bulge-bracket research. Longbow Research provides insights and research coverage on publicly-traded mid-cap companies in the industrial/basic materials, consumer and technology sectors.

Bloomberg LP engages in the provision of business data, news, and financial information services. Its product include Bloomberg terminal, execution and order management, content and data, financial data management, and integration and distribution. The company was founded by Michael Rubens Bloomberg, Charles M. Zegar, Thomas F. Secunda, and Duncan L. MacMillan in 1981 and is headquartered in New York, NY.

Tennessee Aquarium is a non profit organization which operates a public aquarium. The company was founded on May 1, 1992 and is headquartered in Chattanooga, TN.

WP Global Partners LLC (WP Global Partners) is a private equity firm founded by Donald Phillips in 2005.The firm headquartered in Chicago, Illinois with additional offices in New York, California, and Florida.

QED Investors LLC (QED Investors) is a venture capital firm founded in 2007 by Frank Rotman, Caribou Honig and Nigel William Morris. The firm is headquartered in Virginia, US.

Microtraction (Microtraction) is a venture capital firm founded in 2017 by Yele Bademosi. The firm is headquartered in Lagos, Nigeria.

Nippon Wealth Life Insurance Co., Ltd. engages in life insurance business that provides long-term care insurance, annuities, retirement plans, savings products and mutual funds to individual and institutional customers. It operates through a network of independent brokers and franchised agents. The company was founded in 1907 and is headquartered in Tokyo, Japan.

Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts.

2nd Generation Capital is a private equity firm founded in 1994. The firm is headquartered in Nashville, Tennessee.