Brian Ellis

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

CFG I, Inc. operates a holding company with interests in real estate. The company is headquartered in Orlando, FL.

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.

Foley & Lardner LLP engages in the provision of legal services. Its practice areas include employee benefits and executive compensation, environmental, estates and trusts, finance, international tax and transfer pricing, private equity and venture capital, real estate, securities, commodities and exchange regulation, taxation, and transactions. The company was founded by Asahel Finch and William Pitt Lynde on September 8, 1842 and is headquartered in Milwaukee, WI.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

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

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.

Nelson Mullins Riley & Scarborough LLP provides legal services. It offers advisory, counseling, corporate, economic development, and other related legal services to individuals and businesses. The company was founded by Patrick Henry Nelson II in 1897 and is headquartered in Columbia, SC.

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.

Reznicsek Fraser Hastings White & Shaffer PA provides legal and litigation services. The company was founded in 2003 and is headquartered in Jacksonville, FL.

Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities.

Community Bankers Association of Georgia involves in business associations. It pools community bank resources for political representation. The company was founded in 1969 and is headquartered in Atlanta, GA.

Florida Venture Forum, Inc. is a non-profit organization, which provides educational and networking opportunities for Florida-based entrepreneurs and private companies. The company was founded in 1984 and is headquartered in Tampa, FL.

Atlanta Bar Association, Inc. operates as a voluntary bar association. It offers professional, social, financial, charitable and civic programs and services. The company is headquartered in Atlanta, GA.

Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines.

ACM Corp. engages in the development and marketing of web-based interactive fundraising program designed for non-profit organizations, schools, and clubs. It also seeks new business opportunity. The company was founded on April 23, 2010 and is headquartered in New York, NY.

Sarah Cannon Research Institute LLC offers management, regulatory and other research support services for drug development. It is one of the largest clinical research programs, conducting community-based clinical trials in oncology, cardiology, gastroenterology and other therapeutic areas through affiliations with a network of physicians. The company was founded by John D. Hainsworth and F. Anthony Greo in 1993 and is located in Nashville, TN.

Part of CFG XVI, Inc., CNL Strategic Capital Management LLC is a company that provides investment management services. The company is based in Orlando, FL.

Cogent Bancorp, Inc. is a financial holding private company that operates Cogent Bank, a state-chartered bank that offers a broad range of lending, depository, treasury management, and mobile banking services. The company is based in Orlando, FL, and has subsidiaries in the United States. The bank has multiple banking centers in North, Central, and Southwest Florida and has been serving as a full-service business and personal bank since 2001. Cogent Bank believes in providing high-touch, innovative services to make managing financial transactions easier for its clients while staying focused on the local communities it serves.

CNL Financial Group, Inc. operates as a private investment management firm providing real estate and alternative investments. It offers financing, commercial and investment banking, and real estate development services for business owners and property developers, property managers, real estate brokers and property owners, tenant operators, and personal banking and home financing customers. The company was founded by James M. Seneff Jr. in 1973 and is headquartered in Orlando, FL.

Regions Bank provides consumer and commercial banking, wealth management, mortgage, and insurance products and services. The company is headquartered in Birmingham, AL.

CNL Strategic Capital B, Inc. provides investment services. The company is headquartered in Orlando, FL.

Part of Currency Exchange International Corp., Exchange Bank of Canada provides financial services. The company is based in Toronto, Canada. The Canadian company was founded in 2016. The CEO is Randolph W. Pinna.

Cogent Bank engages in the provision of banking services. It offers personal and banking, checking, savings, personal, loans, and online banking. The company was founded in 2001 and is headquartered in Orange City, FL.

CNL Strategic Capital LLC engages in the provision of long-term growth and current income to individuals by acquiring controlling equity stakes in combination with loan positions in the middle-market businesses. The company is headquartered in Orlando, FL.

Corporate Capital Trust II operates as an investment company. It offers capital appreciation, alternative investments, asset management, and investment consulting services. The company was founded on August 12, 2014 and is headquartered in Orlando, FL.

H. Lee Moffitt Cancer Center & Research Institute, Inc. provides research & contributions to clinical trials, prevention and cancer control. The firm operates as National Cancer Institute (NCI) Comprehensive Cancer Center. The company was founded by Lee H. Moffitt in 1981 and is headquartered in Tampa, FL.

Ballad Health is an integrated community health improvement organization that serves 29 counties in the Appalachian Highlands in Virginia, Tennessee, North Carolina, and Kentucky. The private company is based in Johnson City, TN, and has subsidiaries in the United States. Ballad Health's system includes 21 hospitals, post-acute care and behavioral health services, and a large multi-specialty group physician practice. The company works closely with an active independent medical community and community stakeholders to improve the health and well-being of close to one million people. Ballad Health is striving to become a national model for rural health and healthcare by leading in the adoption of value-based payments, addressing health-related social needs, funding clinical and health systems research, and committing to long-term investments in strong children and families in the region. The company was founded in 2018, and the CEO is Alan M. Levine.