Julian Franklin Patton

CAMG Solamere Management LLC, do-business-as Queens Oak Advisors (Queens Oak), is a wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 2009 and was acquired in 2021 by MAI Capital Management LLC, a subsidiary of Edgewood Partners Insurance Center Corp. Queens Oak provides customized wealth and asset management services for high net worth individuals and families and institutional clients including retirement plans, corporations, charitable organizations, endowments, and foundations.

Founded in 1990 by Winston Way, Buckhorn Capital Management LLC is a registered investment advisor located in Charlotte, North Carolina. The firm primarily provides services to households, small institutions and closely-held businesses in the southeastern US.

Part of Corporate Charities, Inc., PPA Advisory Services, Inc. provides investment advice. The company is based in Roswell, GA.

Part of United Services Automobile Association, USAA Financial Planning Services is a company that provides investment advice. The company is based in San Antonio, TX.