Katie Salter

UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.

Populus Financial Group, Inc. provides financial services. Its services include payday loans, installment loans, auto insurance, bill payments and money orders. The company was founded in 1968 and is headquartered in Irving, TX.

The Midwest Trust Co. is a private company based in Overland Park, KS. The Midwest Trust Co. provides trust services in the Midwest region.

Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co.

Part of UMB Financial Corp., UMB Bank & Trust, NA is a financial institution that offers personal banking services such as checking and savings accounts, credit services, investing, and wealth management. The company is based in Kansas City, MO. The company also provides strategic planning and investment advisory services for families of significant wealth, with a focus on helping clients plan for their lasting impact.

Triumph Financial Services LLC provides factoring services. It offers business loans, financing, and alternative funding for small businesses. The company was founded by Steven J. Hausman in 2004 and is headquartered in Coppell, TX.

SwiftStack, Inc. provides private cloud storage software solutions. The firm offers software defined storage built from the ground-up for web, mobile and as-a-service applications. SwiftStack contains everything customer need to set up, integrate and operate a private storage cloud based on OpenStack Swift. The company was founded by Joe Arnold, Anders Tjernlund, Darrell Bishop and Orion Auld in 2011 and is headquartered in San Francisco, CA.

Enlink Midstream Manager LLC provides crude oil and gas exploration services. The company was founded on April 10, 2014 and is headquartered in Dallas, TX.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Haynes & Boone LLP provides legal services. It offers corporate, business litigation, insurance and healthcare law, labor and employment, estate planning, real estate, bankruptcy, intellectual property, white collar crime, and antitrust. The company was founded by Richard D. Haynes and Michael M. Boone in 1964 and is headquartered in Dallas, TX.

Weil, Gotshal & Manges provides its clients with legal services. The firm offers services to areas including consumer, financial, government and non-profit, health care, industrial, and technology. The company was founded by Claude Serra in 1931 and is headquartered in New York, NY.

Summit Investment Management Ltd. (Summit) is a SEC-registered investment advisor and wealth management firm headquartered in Greenfield, Wisconsin. The Edward J. Gaffney & Elizabeth A. Gaffney Revocable Trust, the Chandler Herrera Family Trust, and Thomas A. Carroll are the principal owners of the firm. Founded in 1987, Summit offers a wide range of investment portfolios for individuals, institutions and businesses.

Part of Independent Bank Group, Inc., Independent Bank (McKinney, TX) is a bank that offers a variety of credit and debit cards, loans, mortgages, personal and business banking services across several locations in the US. Independent Bank provides personal loans, business loans, and solutions for mortgage payment difficulties. The bank also offers business savings accounts and small business checking accounts. Independent Bank Financial Services aims to help customers achieve their financial goals and provides tools and resources to make smart financial decisions.

ACE Cash Express, Inc. is a private financial services company based in Irving, TX. The company provides a range of services including payday loans, installment loans, title loans, and prepaid debit cards. ACE Cash Express, Inc. is led by its management team and a private group.

Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007.

TBK Bank SSB engages in the provision of consumer and commercial banking services. It offers business and personal checking, savings and loans, treasury management, and business services. The company was founded in 1981 and is headquartered in Dallas, TX.

Trinitas Capital Management LLC operates as collateralized loan obligation management firm. The company was founded in 2015 and is headquartered in Dallas, TX.

People Pattern Corp. provides analytics marketing platform for audience segmentation, user classification, and audience activation. Its services include audience intelligence, customer acquisition, personalized content, influencer identification and activation, enrich first party-data, and client service. The company was founded by Kenneth Seung Cho and Jason Baldbridge in March 2013 and is headquartered in Austin, TX.

Triumph Insurance Group, Inc. provides transportation and equipment insurance products and services. It offers primary liability insurance that protects the client from damage or injuries to other people caused by trucks the client own or operate; physical damage insurance that pays to fix or replace damaged tractors and trailers; downtime coverage for owner-operators that want to protect any revenue lost during the repair of their equipment due to an accident; and motor truck cargo insurance that protects transporters for their responsibility in the event of damaged or lost freight. The company was founded in 2014 and is headquartered in Dallas, TX.

The Bank of The West operates as a state chartered commercial bank. The firm provides checking, savings, IRA accounts, Certificates of Deposit, as well as several types of consumer and commercial loans to its customers in those areas. The company was founded in 1984 and is headquartered in Thomas, OK.

Whitestar Asset Management LLC (Whitestar) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2013 and is wholly-owned by WSAM Holdco LLC. Whitestar is the collateralized loan obligations (CLOs), structured products, and broadly syndicated credit arm of Clearlake Capital Group LP.

Part of EnLink Midstream LLC, EnLink Midstream GP LLC explores for oil and gas and also provides oil pipeline transportation services. The company is based in Dallas, TX. Barry E. Davis has been the CEO of the company since 2002.

The McKinney Chamber of Commerce is a business organization that serves as a platform for local businesses to connect, network, and grow. The Chamber of Commerce is based in McKinney, TX.

FC Crestone LLC (FC Crestone) is a private equity firm founded in 2007 by Rich Horrigan and Stephen Schmeltekopf. The firm is headquartered in Greenwood village, Colorado.

The Independent Bankers Association of Texas is a state community banking organization that represents more than 2,000 banks and branches in 700 communities. The non-profit company is based in Austin, TX. The association was formed in 1974 with the aim of collectively creating value for community banking. The company's mission is to help protect the future of the industry for the good of the places they call home. The association provides safe and reliable services to its members and is dedicated exclusively to community bank advocacy. Christopher Williston has been the CEO of the company since 2018.