Sandra K. Truitt

Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities.

Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.

TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.

TPG Global LLC provides the capital, expertise, and support our partners need to reach their full potential and create greater possibilities. The company is headquartered in Chicago, IL.

Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities.

SFMG LLC is an independent, SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded by Greg Morgan in 1992 and do-business-as SFMG Wealth Advisors. SFMG provides investment advisory services to individuals and their families, high net-worth individuals, pension plans, trust, estates or charitable organizations, and corporations and other business.

FCA Corp. is a registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Robert W. Scharar in 1975 and is wholly owned by First Commonwealth Holding Corp. FCA provides portfolio management, financial planning and consulting services to individuals, managed entities and open-ended mutual funds.

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.

Carter, Ledyard & Milburn LLP provides legal services. The private company is based in New York, NY.

GI Manager LP (GI Manager) is a private equity firm founded by Richard Allen Magnuson and Michael F. Foust in 2001. The firm is headquartered in San Francisco, California.

Bahama Buck's Franchise Corp. manufactures and supplies frozen desserts and ice cream products. Its products include Taste of paradise, Sno, Smoothies, Island Specialties, Paradise Fruit and Island House Coffee. The company was founded by Ryan Blake Buchanan in 1990 and is headquartered in Lubbock, TX.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Association for Information Systems serves society through the advancement of knowledge and the promotions. The firm offers research, teaching, practice, and study of information systems to individuals and organizations. The company is headquartered in Atlanta, GA.

Institute for Operations Research & the Management Sciences operates as non-profit organization. It promotes practices and advances in operations research, management science, and analytics to improve operational processes, decision-making, and outcomes. The company was founded in 1995 and is headquartered in Catonsville, MD.

Permian Basin Petroleum Association engages in the oil and gas exploration. It provides a wide variety of membership services to producers, service companies, employees, affiliates and families. The company was founded in 1961 and is headquartered in Midland, TX.

Dallas Area Rapid Transit operates local and express bus routes. It offers public transit services, customer facilities, carpool and vanpool services. The company was founded 1983 and is headquartered in Dallas, TX.

Lubbock Electric Co., Inc. engages in the manufacture of electrical equipment. Its products include electric motors, industrial compressors, electrical controls, hydraulic equipment, industrial supplies, cotton gin technology, and LED lighting. It also provides repairs and field services. The company was founded by Paul V. Bush in 1944 and is headquartered in Lubbock, TX.

Liahona Ventures LLC (Liahona Ventures) is a venture capital firm founded in 2006 by Christopher Shonk. The firm is headquartered in Austin, Texas.

Cambria Investment Management LP (Cambria) is an independent, SEC-registered investment advisor headquartered in Manhattan Beach, California. Originally founded by Eric W. Richardson and Mebane T. Faber in 2006 as Cambria Investment Management, Inc., the firm underwent a structural change in 2012 and has since been known as Cambria Investment Management LP. Cambria provides investment advice to the Cambria Trust Funds and Cambria Digital Advisor Accounts.

Astoria Strategic Wealth, Inc. (ASW) is an independent SEC-registered investment advisor and wealth management firm headquartered in Conroe, Texas. ASW was founded in 1996 and provides fee-only, fiduciary, financial planning, and investment management services to families and affluent individuals in Austin, Texas, and surrounding areas.

Deloitte/Malawi provides accounting services. The private company is based in Blantyre, Malawi.

Live Oak Resource Partners LLC (Live Oak Resource Partners) is a Private Equity firm founded in 2014 by Andrew Keene and Brandon Meyers. The firm is headquartered in Houston, United States.

Blue Barn Wealth LLC (BBW) is a registered investment advisor and wealth management firm headquartered in Salt Lake City, Utah. Formerly known as Financial Planning Office LLC, the firm became a wholly-owned subsidiary of HJB Wealth Management LLC in 2017 and was renamed Blue Barn Wealth LLC in 2019. BBW offers financial planning and portfolio management services to individual and institutional clients.

Cresta Fund Management LLC (Cresta Fund Management) is a private equity firm founded in 2016 by Chris Rozzell, David Truett Miller and Drew Armstrong. The firm is headquartered in Dallas, Texas.

Sidley Austin LLP is a premier legal adviser with over 2000 lawyers in 20 offices worldwide. Sidley Austin is based in Chicago, IL and has subsidiaries in Germany, Hong Kong, United States, United Kingdom, and Japan. The firm has been providing superior client service for over 150 years and has a diverse group of legal professionals from many cultures who are dedicated to teamwork and collaboration. Sidley Austin has forged enduring relationships with the business community and serves a varied and high-caliber group of market leaders, many of whom are pioneers in their respective industries and professions. The firm is committed to pro bono service and its lawyers and staff devote more than 100,000 hours annually to serving those most in need.

EPC Risks provides investment research. The private company is based in Houston, TX. Eric Smith has been the CEO of the company since 2019.

Fortress Energy LLC (Fortress Energy) is an independent private equity firm founded in 2017 by Jordan Strebeck and Daniel Charbonnet. The firm is headquartered in Midland, Texas.