Richard Lee

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

NewSouth Capital Management, Inc. (NewSouth) is an independent, SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1985 by David Morrow and Paul Gillespie, Jr. NewSouth manages assets for institutional and private clients across four concentrated equity strategies.

Delta Asset Management LLC (Delta) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by Myron Mall and Alex Conaway in 1989. They are a subsidiary of WT Acquisition LLC, which is owned by HighTower Holding LLC. Delta provides investment advice to individual persons, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or similar business entities, and state or municipal government entities.

Ballew Advisor, Inc. is a SEC-registered investment advisor headquartered in Jackson, Mississippi. The firm was founded in 1991 and is owned by S B Holding Co., Inc. through its intermediate subsidiary Security Ballew, Inc. (also known as Ballew Wealth Management). Ballew Advisor provides advisory services to the following types of clients: individuals (other than high net worth individuals), high net-worth individuals, pooled investment vehicles (other than investment companies), pension and profit sharing plans, trusts, estates, or charitable organizations, and corporations or other businesses.

Pine River Capital Management LP (Pine River) is a SEC-registered investment adviser and hedge fund management firm headquartered in Minnetonka, Minnesota. The firm was founded in 2002 by Brian Taylor and they are a subsidiary of Pine River Holdings LP. Pine River provides investment solutions to qualified clients through commingled hedge funds and bespoke solutions.

FHN Financial Securities Corp. is a FINRA-registered broker/dealer headquartered in Memphis, Tennessee. They are the brokerage arm of First Tennessee Bank, ultimately owned by First Horizon National Corp. (NYSE: FHN). Formerly known as FTN Financial Securities Corp., the firm was founded in 1998 and offers fixed income sales and trading services to individual and institutional clients.

Part of Greenhill & Co., Inc., Greenhill & Co. LLC is a company that provides financial advice services. The company is based in New York, NY.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities.

The Indian Institute of Technology, Madras, is among the foremost of institutes of national importance in higher technological education and in basic and applied research. The Institute, with nearly 360 faculty, 4000 students, 1250 administrative and supporting staff, is a self-contained campus and is located in a beautiful, wooded land of about 250 hectares in South Madras

Digium, Inc. engages in the provision of hardware and software products to enterprises and telecommunications providers. It offers business phone systems, telephony cards, asterisk training, and asterisk hardware. The company was founded by Mark Spencer in 1999 and is headquartered in Huntsville, AL.

Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses.

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.

Barnes-Pettey Financial Advisors LLC (BPFA) is an independent, SEC-registered investment advisor headquartered in Clarksdale, Mississippi. The firm was founded in 2007 and is indirectly owned by Dudley M. Barnes and Holmes S. Pettey. BPFA offers investment advisory services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

Bridgeworth LLC (dba Bridgeworth Wealth Management) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by David W. Harris and Henry B. Ware in 2008 as Bridgeworth Financial LLC. In 2023, they were acquired by Savant Wealth Management LLC, which is ultimately owned by SCMI, Inc. Bridgeworth provides comprehensive wealth management services to individuals, families and business owners.

Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients.

Diversified Trust Co. is a privately-owned trust management firm headquartered in Charleston, South Carolina. The firm was founded in 1994 by Larry H. Bryan. Diversified Trust creates wealth solutions to individuals and multi-generational families, foundations and endowments, retirement plans, and family-owned businesses.

Ford Financial Fund is a private equity firm founded in 2008. The firm is headquartered in Dallas, Texas.

Part of Unit Corp., Unit Drilling Co. provides drilling services. The company is based in Weatherford, TX.

Lin R. Rogers Electrical Contractors, Inc. engages in the provision of electrical contracting services. Its services include electrical, construction, lighting, distribution, and HVAC and plumbing. The company was founded by Lin R. Rogers in 1983 and is headquartered in Alpharetta, GA.

New Vision Display, Inc. manufactures display and touch technology products. It offers liquid crystal display (LCD) modules, touch solutions, including materials, stacks, sizes, controllers and patterns, human machine interface assemblies, and TFT LCD modules. The firm also offers display and touch screen with peripheral electronics, buttons, key-boards front lenses, led annunciate, and secondary displays. It serves medical equipment, home monitoring, appliances, general industrial products, telecommunications, consumer products and automobile industries. The company was founded on November 15, 2012 and is headquartered in Roseville, CA.

ReviverMx, Inc. develops connected car platform application. It offers license plate with advertising and messaging, telematics and vehicle tracking, and application development platform. The company was founded by Neville Boston and Mike Jordan in 2009 and is headquartered in Foster City, CA.

PacificPine Sports Ltd. is a youth sports training, events, and Chinese management company. The company is based in Shenzhen, China. The company partner with sports organizations such as the PGA of America and AC Milan. Joel Haines and Raymond Roessel have been the CEOs since 2018. PacificPine Sports was founded in 2018 by Jeffrey W. Olyniec, Joel Haines, and Raymond Roessel.

Gelteq Ltd. is a clinical and science-based company. It focuses on the development and commercialization of white label gel-based delivery solutions for prescription drugs, nutraceuticals, pet care, and other products. The company was founded by Nathan J. Givoni and Simon H. Szewach on October 15, 2018 and is headquartered in Melbourne, Australia.

Yahoo, Inc. operates as a tech-powered, diversified media company that reaches their users around the world, bringing them closer to what they love from finance and sports, to shopping, gaming and news with the trusted products, content and tech. For partners, they provide a full-stack platform for businesses to amplify growth and drive more meaningful connections across advertising, search and media. Yahoo was originally founded on August 13, 1998 and is headquartered in Baltimore, MD.