Ellis Sloan

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.

Founded in 1911, St. Denis J. Villere & Co. LLC is a wealth management firm and registered investment advisor located in New Orleans, Louisiana. The firm's clients include individuals, institutions, retirement plans, corporations and their open-end mutual fund, the Villere Balanced Fund.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

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.

United Surgical Partners International, Inc. owns and manages ambulatory surgical facilities. It operates short-stay surgical facilities which are licensed as ambulatory surgery centers, specialty hospitals, and hospitals. The company was founded by Donald Steen in February 1998 and is headquartered in Addison, TX.

Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Dorato Capital Management LLC (DCM) is an independent, SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Steven TeSelle in 2000. DCM provides asset management and investment planning to a variety of clients. Through separate accounts, the firm offers investment portfolios customized to meet their clients' unique needs.

Comprehensive Planning, Inc. provides insurance brokerage services. The private company is based in Troy, MI. The company was founded in 1981 by Edward E. Archey, Gilder Deborah. Edward E. Archey has been the CEO since 1981.

Founded by Kathryn I. Thompson in 2009, Thompson Research Group LLC (TRG) is an equity research firm located in Nashville, Tennessee. The firm offers original, fundamental research and analysis in the industrial and construction materials sectors. Specific industries in their coverage universe include, but aren't limited to building materials, building products, construction equipment, engineering & construction, household goods & services, industrial distribution, diversified industrials and recreation vehicles. TRG provides services to institutional investor and private equity clients. The firm does not provide equity trading or investment banking services.

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.