Mike Doyle

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong.

Masters Capital Management LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Atlanta, Georgia. The firm was founded by Michael “Mike” Masters in 1994 and provides discretionary investment advisory services and management services to various pooled investment vehicles intended for sophisticated investors and institutional investors.

Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle.

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.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

King & Spalding LLP provides legal services. The firm offers corporate, finance, investments, government matters, trial and global dispute capabilities services. The company was founded by Alexander King and Jack Spalding on January 1, 1885 and is headquartered in Atlanta, GA.

Fulton Communications, Inc. providers integrated communications systems and solutions. It offers telephone systems, network and carrier, cabling infrastructure, data, security surveillance, leasing and PanTerra network products. The firm also offers business and total protection and training services. The company was founded in 1964 and is headquartered in Roswell, GA.

Appleton Learning Corp. provides academic coaching and support services. It specializes in test preparation, academic testing, report card review, summer camps, and student assessment services. The firm partners with school districts to provide staffing and educational program services. Appleton is a school solutions company that helps districts professionalize their para-educators, substitutes, and extended learning programs. The company was founded by Glenn Clayton in 2004 and is headquartered in Huntsville, AL.

Parker Executive Search provides recruiting and staffing services. The firm helps in developing job specifications, conducts original research, identifies candidates, performs interviews, background checks, and assists with making final offers. The company was founded in 1982 and is located in Atlanta, GA.

Mark Two Ventures LLC (Mark Two Ventures) is a venture capital firm founded by Glenn Clayton in 2021. The firm is headquartered in Nashville, Tennessee.

The Bank of Tampa provides personal and commercial banking services. The firm provides corporate, commercial, private banking and wealth management services. The company was founded in 1883 and is headquartered in Tampa, FL.

Tango Tango, Inc. is an American telecommunications technology company that uses advanced networking, mobile, and cloud technologies to expand the coverage and capabilities of their customers' radio systems. The private company offers a complete communications service that integrates with any traditional land-mobile radio system, providing group and one-to-one calling, GPS tracking, emergency alerts, and text/media group messaging through their mobile push-to-talk app. The app securely integrates with existing radio systems, providing unprecedented interoperability, coverage, and features for a fraction of the cost of a traditional radio system.

Part of BayFirst Financial Corp., BayFirst National Bank (Florida) is a state chartered commercial bank. The company is based in St. Petersburg, FL. Anthony N. Leo has been the CEO of the company since 2013.

The National Cannabis Industry Association (NCIA) is the largest trade association representing legal cannabis businesses in the United States. The non-profit company is based in Washington. The organization has hundreds of forward-thinking businesses and tens-of-thousands of cannabis professionals as members from coast to coast. NCIA is committed to protecting the legal cannabis industry, defending state laws, and advancing federal policy reforms. Founded in 2010, NCIA promotes the growth of a responsible and legitimate cannabis industry and works towards a favorable social, economic, and legal environment for the industry. The American company was founded by Aaron Hoffnung.

MJ Freeway LLC engages in the development of cannabis business software. It offers software for distribution, cultivation. manufacturing, retail, delivery, vertically integrated, and government tracking system. The company was founded by Amy Poinsett and Jessica Billingsley in 2010 and is headquartered in Denver, CO.

Clarion Partners LLC / Private Equity is a Private Equity firm, a subsidiary of Clarion Partners LLC founded in 1982 by Steve J. Furnary and Frank L. Sullivan. Clarion Partners LLC / Private Equity is headquartered in New York.

Highland Associates, Inc. is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by Charles Perry, William Mills and William Terry in 1987 specifically to assist not-for-profit healthcare institutions in the development, implementation, and maintenance of treasury and investment management programs. In 2019, they became a subsidiary of Regions Bank, which is a wholly-owned subsidiary of Regions Financial Corp. (NYSE: RF). Highland Associates provides investment advice to institutional investors such as endowments/foundations, pensions, non-profit operating entities, as well as high net-worth individuals.

ChildSavers - Memorial Child Guidance Clinic provides trauma-informed therapy, child care resources, and Trauma and Resilience Training for children. The non-profit company is based in Richmond, VA. The company's services include child play therapy, family therapy, and child psychiatry. The company also offers resources for emergency or immediate help.