Mel Cody

Capstone Financial Solutions LLC provides investment advice. The company is headquartered in Houston, TX.

Crossmark Global Investments, Inc. (Crossmark) is a SEC-registered investment advisor and faith-based boutique investment management firm headquartered in Houston, Texas. The firm was founded in 1987 and is wholly-owned by Crossmark Global Holdings, Inc. Crossmark provides a full suite of investment strategies to institutional investors, financial advisors, and the clients they serve.

Founded in 1993, Roger H. Jenswold & Co. Inc. is a registered investment advisor located in Houston, Texas. The firm is a subsidiary of Capstone Financial Services, Inc. They provide separate account investment management services for individuals, corporations, retirement plans, foundations and endowments.

SMH Capital, Inc. (SMH) is the primary broker subsidiary of Sander Morris Harris Group, Inc. (Nasdaq: SMHG). The firm is headquartered in Houston, Texas with additional offices in Los Angeles and San Francisco. SMH provides a full range of asset and wealth management and investment banking services. The firm also offers institutional equity sales, trading, and research, as well as prime brokerage services for hedge funds and fixed-income securities sales and trading. SMH's research effort is attuned to the Southwest, yet takes a broad, global perspective. The analysts cover companies in six broad sectors, including business services, energy, entertainment and media, financial services, specialty retail-softlines, and technology. They look at industries in a bottom-up way, and get to know company managements in depth, to understand their growth philosophy and their views of how their company fits within their group. SMH's growth strategy is to expand asset management and fiduciary activities and related business by increasing assets under management through acquisitions, internal growth and better coordination between their subsidiaries.

USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income.