Steven R. Thompson

Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds.

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.

THL/Cannae Investors LLC provides technology enabled human resources and payroll processing services. The firm’s products include Human Capital Management, Dayforce HCM, Dayforce global Solutions, small business payroll & HR and Ceridian services. It specializes in tax services, employee benefits administration, corporate wellness and employee assistance, employee retention and recruitment services. The company was founded in 1992 and is headquartered in Minneapolis, MN.

National Association for Stock Car Auto Racing LLC engages in the operations of sports and sanctions auto races. It operates races through three racing circuits: the Busch, Craftsman Truck, and Nextel Cup Series. The company was founded by Bill France, Sr. on December 14, 1947 and is headquartered in Daytona Beach, FL.

Part of Citigroup, Inc., Citicorp Investment Services is a company that provides investment advice. The company is based in Long Island City, NY.

MGT of America Consulting LLC provides management and research consulting services. The company was founded by Kenneth W. Boutwell in 1974 and is headquartered in Tampa, FL.

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.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

The Florida Bar operates as professional organization of lawyers. The company is headquartered in Tallahassee, FL.

University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX.

The National Collegiate Athletic Association administers intercollegiate sports activities. The company was founded in 1905 and is headquartered in Indianapolis, IN.

The Chargers Football Co. LLC owns and operates a football team. It focuses on football operations, scouting, stadium and game operations, brand development, broadcasting and marketing partnerships. The firm also engages in youth football and junior training camp activities. The company was founded in August 1959 and is headquartered in San Diego, CA.

iHealth Technologies, Inc. provides payment integrity solutions. It offers a pre-payment application of client specific clinical payment policy to assure the application of clinical coding in claims payment. . The company was founded by Douglas J. Williams and Richard Pozen in 2001 and is headquartered in Atlanta, GA.

The CNA Corp. operates as a nonprofit research and analysis organization. It provides solutions to complex problems of national importance. The firm’s research portfolio includes criminal justice, homeland security, energy security, water resources, education, enterprise systems and data analysis. . The company was founded in 1942 and is headquartered in Arlington, VA.

Salient Corp. develops enterprise analytics systems. It offers healthcare, retail, consumer packaged goods, direct store delivery, education and sports solutions. The firm also offers alignment consulting, technical support, training and outcome support and user communities services. The company was founded by Guy Amisano, Sr. in 1986 and is headquartered in Horseheads, NY.

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.

YMCA of San Diego County operates as a non-profit organization that offers enrichment programs. It focuses in the areas of youth development, healthy living, and social responsibility. The company was founded by George Marston in 1882 and is headquartered in San Diego, CA.

Mangrove Employer Services, Inc. provides software services. The firm offers human resource management, payroll processing and benefit administration software and services, to commercial and non-profit clients, and service bureau organizations throughout the United States. The company was founded by Richard S. Cangemi and Paul D. Zugay in 1994 and is headquartered in Tampa, FL.

Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients.

SecurityPoint Media LLC provides out-of-home advertising services. The company offers SecureTray System, an ad-sponsored solution that uses custom tables, patented carts, and bright-white bins/SecureTrays to provide efficiencies that shorten passenger wait times and create calm in high-volume security checkpoint areas. The company was founded by Joseph T. Ambrefe Jr. and Douglas J. Linehan in 2001 and is headquartered in St. Petersburg, FL.

Morgan Joseph TriArtisan LLC is an investment and merchant bank engaged in providing financial advice, capital raising and private equity investing. Their services include mergers, acquisitions and restructuring advice and private placements and public offerings of equity and debt. The firm is headquartered in New York City and is a subsidiary of Morgan Joseph TriArtisan Group, Inc. Morgan Joseph TriArtisan was formed in 2010 as the result of a merger between Morgan Joseph & Co. Inc. and TriArtisan Partners LLC. Morgan Joseph TriArtisan is a member of FINRA, the NASD and the SIPC. Morgan Joseph TriArtisan's primary focus is on providing financial advisory and capital raising services in the US, Europe and Asia. This includes mergers and acquisitions advice, restructuring advice, private placements and public offerings of debt and equity. For their institutional clients, Morgan Joseph TriArtisan provides a full range of sales and executions services, including equity research and specialized reports on convertible debt. The firm's sales and trading teams service a variety of institutional clients with both debt and equity investment ideas and trading services. They primarily serve the consumer products, healthcare, automotive, chemical, transportation, construction, entertainment, telecommunications and media industries. Morgan Joseph TriArtisan's debt and equity analysts cover a growing universe of stock and bond issues across a broad range of industry sectors. Their equity research focuses primarily on middle-market companies with limited research and coverage and uses a classic bottom-up qualitative approach. The high-yield department specializes in finding trading opportunities by identifying undervalued and overvalued high-yield debt for institutional clients. They focus on small- to mid-sized issues that are not widely covered and are often mispriced in the market.