Frank Lassiter

Founded in 1909, American National Bank & Trust Co. (ANBT) is a community bank and financial services firm headquartered in Danville, Virginia. The firm is a subsidiary of American National Bankshares, Inc. (NASDAQ: AMNB). ANBT serves customers in Southern and Central Virginia and the northern portion of Central North Carolina. They provide an array of financial products and services including commercial, mortgage, and consumer banking; trust and investment services; and insurance.

Part of Royal Bank of Canada, NBC Securities, Inc. is a privately held, full-service independent broker-dealer and registered investment advisor. The company is based in Birmingham, AL. NBC Securities' goal is to provide a remarkable experience, so that your legacy can reach its full potential. The firm is employee-owned and committed to building relationships as they help their clients achieve their goals.

Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs.

Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

Make-A-Wish Foundation of America operates as a charitable organization. It serves child diagnosed with a life-threatening medical condition. The company was founded by Allan Schmidt, Kathy McMorris, and Tommy Austin in 1980 and is headquartered in Phoenix, AZ.

CaroMont Regional Medical Center owns and operates hospitals. Its services include cancer care, diabetes center, emergency care and hospice and palliative care. The company was founded in 1946 and is headquartered in Gastonia, NC.

Leavell Investment Management, Inc. (Leavell) is an independent registered investment adviser headquartered in Mobile, Alabama. The firm was founded by Thomas Leavell in 1979 as T. Leavell & Associates, Inc. Leavell provides customized investment management services to individuals, families, and businesses, trusts, estates, pension and profit-sharing plans, 401(k) plans, endowments and foundations, and two registered no-load mutual funds.

Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients.