Gregg M. Brunson

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.

ZWJ Investment Counsel, Inc. (ZWJ) is a privately-held, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1974 as Zeliff Wallace Jackson Investment Counsel, Inc. ZWJ provides discretionary asset management services to individual persons, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or similar business entities.

Linuxone, Inc. develops and provides open source software and services.

Greenwood Capital Associates LLC (GCA) is a SEC-registered investment advisor headquartered in Greenwood, South Carolina. The firm was founded by William (Bill) Allin in 2001, at which time they acquired substantially all of the assets of Greenwood Capital Associates, Inc., an independent registered investment advisor formed in 1983. The firm is principally owned by TCB Corp., which acquired a majority ownership interest of the firm in 2008. GCA provides investment management services to individuals and high net-worth individuals, banks and thrift institutions, pension and profit-sharing plans, charitable organizations, corporations or other business entities, state or municipal government entities, and other investment advisors.

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.

ImmunoScience, Inc. develops immune and genetic products. It focuses on immunological applications in HIV research to a functional cure. The firm’s products are Contre Vir and Salivax. The company was founded by Sateesh Apte and is headquartered in Dublin, CA.

PGIM Private Capital is a private equity firm, a subsidiary of Prudential Capital Group, founded in 1998. The firm is headquartered in Illinois, Chicago.

Sherman Financial Group LLC provides debt recovery services. It provides its services to financial institutions, credit card companies, and retailers. The company was founded in February 1999 and is located in New York, NY.

Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives.

BankTech Ventures LP (BankTech Ventures) is a venture capital firm founded in 2021. The firm is headquartered in Sandy, Utah.

Collateral Velocity, Inc. is a B2B SaaS platform. The firm offers real-time medical claim valuation and collateralization. The company is headquartered in Charlotte, NC.

Factsquared, Inc. provides platform as a services. It offers machine learning, big data, neural networks, politics, and search. The company was founded by Bill Frischling and is headquartered in Washington, DC.

Innovator Capital Management LLC (Innovator) is an independent registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 2014 by Harold Bond and John Southard, Jr. Innovator offers investors multiple investment solutions delivered through the benefit-rich ETF vehicle.

Part of Deloitte LLP (New York), Deloitte LLP (United Kingdom) provides brokerage services. The company is based in London, UK. David Sproul has been the CEO of the British company since 2003.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

South Carolina Jobs-Economic Development Authority issues bonds for healthcare, education and non-profit organizations. The firm serves as a statewide conduit issuer of special obligation revenue bonds and acts on behalf of the borrower to access financial markets and capital. Its programs include State Small Business Credit Initiative, Taxable Variable Rate Bond and New Market Tax Credit programs. The company was founded in 1983 and is headquartered in Columbia, SC.

Route 2 Capital Management LLC (Route 2 Capital Management) is a private equity firm founded in 2016. The firm is headquartered in Charleston, South Carolina.

Part of Atlantic Union Bankshares Corp., Atlantic Union Bank provides banking services. The company is based in Bowling Green, VA. John C. Asbury has been the CEO of the company since 2016.