Doug Muenzenmay

Soundpath Investment Advisors LLC (Soundpath) is an asset management firm headquartered in Ridgeland, Mississippi. The firm was formerly named Medley & Brown LLC and is the successor to Medley & Company, Inc. (dba Medley & Brown), which was founded in 1988. They were acquired in 2023 by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. Soundpath provides portfolio management services to individuals, high-net worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, or other business entities.

Trustmark Investment Advisors, Inc. (TIAI) is a registered investment advisor headquartered in Ridgeland, Mississippi. The firm was founded in 2001 and is a wholly owned subsidiary of Trustmark National Bank (TNB), which is owned by Trustmark Corp. (NASDAQ: TRMK). TIAI provides investment management services to the clients of TNB’s Wealth Management Division (TWMD). Clients of TWMD include individuals, institutions, foundations, endowments, and charitable organizations.