Trent Ryan Sheets

Salem Investment Counselors, Inc. (Salem) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Winston-Salem, North Carolina. The firm was founded by David Gilbert in 1979. Salem provides financial management expertise to individuals, foundations, corporations and professional organizations throughout the US.

CCM Investment Advisers LLC (CCM) is a privately-owned SEC-registered investment advisor headquartered in Columbia, South Carolina. Formerly known as CCM Advisers LLC, the firm was founded by the late Fowler W. Cary, Jr. in 1986 under the name Companion Capital Management. CCM provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, trust programs, sovereign funds, and other US and international institutions, entities, or individuals.

Delphi Management, Inc. (Delphi) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Brookline, Massachusetts. The firm was founded by Scott M. Black in 1980. Delphi provides investment management services to institutions (such as pension and retirement plans, endowments an investment companies) and high net-worth individuals and trusts on a discretionary basis.

R.J. Reynolds Tobacco Co. manufactures and markets tobacco products. The firm has tobacco-sheet manufacturing operations and a research-and-development facility in Winston-Salem. Its brands include Camel, Kool, Pall Mall, Winston, Doral, Barclay, Lucky Strike, and Monarch. The company was founded in 1875 and is headquartered in Winston-Salem, NC.

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.

Upper Hand, Inc. engages in the provision of business management solutions for sports and fitness businesses. It offers fitness clubs and studios, sports facilities, sports instruction, software features, and video analysis. The company was founded by Kevin MacCauley, Myles Grote and Marcus Gross in September 2011 and is headquartered in Indianapolis, IN.

Sheets Smith Investment Management LLC (SSIM) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2015 by Sheets Smith Wealth Management and Z. Cornell Bowden. SSIM specializes in multi-strategy equity and dynamic asset allocation balanced portfolio management. The firm offers a suite of Balanced Portfolio strategies to accommodate various risk tolerances and time horizons of individual clients.