Jon Evans

Founded in 1999 by Paul Edmunds and David White, Edmunds White Partners LLC is a registered investment advisor headquartered in Richmond, Virginia. Their clients include high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals.

Coker & Palmer, Inc. is a registered broker-dealer and asset management firm located in Jackson, Mississippi.

40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies.

Founded in 2002, SG Capital Management LLC is a registered investment advisor located in Chicago, Illinois. The firm provides discretionary investment management to private funds as well as separate accounts for high net-worth individuals and institutions. They manage the Cedar Street Fund LP, the Cedar Street Offshore Fund Ltd., and the Cedar Street Teton Fund LP.

Founded in 2012, JWest LLC is a registered investment advisor located in Carmel, Indiana. The firm offers investment advisors to individuals (including high net-worth individuals, pension and profit sharing plans and charitable organizations.