Kenny Richardson

Sowell Financial Services LLC (do-business-as Sowell Management) is an independent, SEC-registered investment advisor and wealth management firm headquartered in North Little Rock, Arkansas. The firm was founded by Bill Sowell in 2001. Sowell Management provides investment portfolios for individuals, retirement plans, corporations, registered investment advisers and institutions.

Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations.

UMB Bank, NA engages in provision of banking and financial services. It offers private wealth management, commercial, personal and business banking services. Its services include credit cards, overdraft enrollment, mortgages, loan calculator, investment tools, podcasts, and health savings accounts. The company was founded on August 28, 1902 and is headquartered in Kansas City, MO.

Capital Directions LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. Founded in 1985, the firm was acquired in 2023 by Savant Wealth Management LLC, which is ultimately held by SCMI, Inc. provides financial planning, advisory services and investment management to individuals and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

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.

ATCOM, Inc. (North Carolina) provides business technology solutions. It offers information technology support, unified communication, and virtualization. The company was founded in 1979 and is headquartered in Durham, NC.

Intellectus Partners LLC (Intellectus) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was co-founded by David La Placa and Thomas (Jay) Casey in 2015. Intellectus offers investment advisory services to high net-worth individuals, trusts, estates, charitable organizations, corporations, business entities and private funds.

Copeley Capital Management Co Inc (Copeley Capital Management) is a private equity firm founded in 2003 by Lane E. Faison. The firm is headquartered in Charlotte, North Carolina.

Novare Capital Management LLC (NCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1999 by William (Bill) G. Baynard, Jr. and Don E. Olmstead. NCM provides customized investment management and wealth management for individuals, foundations, trusts and corporations.

Institute of Management Accountants, Inc. provides accountants and financial services. The company was founded in 1919 and is headquartered in Montvale, NJ.

Redwood Real Estate Income Fund operates as an interval fund. It's investment objective is to provide current income and preserve shareholders’ capital. The company was founded on December 19, 2022 and is headquartered in Milwaukee, WI.

Orlando Magic Ltd. operates a professional basketball team. Its basketball team is part of the Southeast Division of the Eastern Conference in the National Basketball Association. The firm markets sports merchandise, match tickets and collectable game items. The company was founded by William duPont III, James Hewitt, Robert Hewitt & Pat Williams in 1989 and is headquartered in Orlando, FL.

Cherokee Investment Partners LLC is a Private Equity and Venture Capital firm founded in 1996 by John A. Mazzarino and Thomas F. Darden. The firm is headquartered in Raleigh.

World Micro Components, Inc. distributes electronic components. Its products include batteries, capacitors, circuit protection, connectors, frequency devices and displays. World Micro Components was founded by Daniel P. Ellworth and Christopher J. Ellsworth in 1994 and is headquartered in Roswell, GA.

Hendrick Motorsports LLC operates and manages motor sports. The firm also handles marketing and licensing for its racing teams. The company was founded by Joseph Riddick III in 1984 and is headquartered in Charlotte, NC.

Rise Capital (North Carolina) is a private company founded in 2019 by Scott Lampe, Harry L. Smith, and Travis Stephenson. The company is based in Washington, NC and has subsidiaries in the United States. Rise Capital's mission is to find good companies and great managers in stable industries, empower them to execute for success, and deliver sustainable and long-term value for investors, as well as opportunities for employees and communities.

TIAA-CREF Real Estate is a private equity firm located in New York City. The firm is a subsidiary of TIAA-CREF Asset Management LLC and their ultimate parent is Teachers Insurance & Annuity Association of America