Danielle R. Whitley

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Fairholme Capital Management LLC (Fairholme) is a registered investment advisor headquartered in South Miami, Florida. The firm was founded in 1997 and is a wholly-owned subsidiary of Fairholme Holdings LLC, which is owned by Gables Investment Partnership LLLP. In addition to advising the Fairholme Funds, Fairholme Capital provides investment management services to various types of clients which includes high-net-worth individuals, pensions and profit-sharing plans, trusts, estates and charitable organizations, and corporations and other business entities via its Managed Account Program.

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.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

The Florida Bar operates as professional organization of lawyers. The company is headquartered in Tallahassee, FL.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities.

Nelson Mullins Riley & Scarborough LLP provides legal services. It offers advisory, counseling, corporate, economic development, and other related legal services to individuals and businesses. The company was founded by Patrick Henry Nelson II in 1897 and is headquartered in Columbia, SC.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

Community Bankers Association of Georgia involves in business associations. It pools community bank resources for political representation. The company was founded in 1969 and is headquartered in Atlanta, GA.

Reznicsek Fraser Hastings White & Shaffer PA provides legal and litigation services. The company was founded in 2003 and is headquartered in Jacksonville, FL.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Florida First Partners is a joint venture between MILCOM Venture Partners and the Credit Suisse Customized Fund Investment Group founded in 2008. The firm is headquartered in Orlando, Florida.

Regions Bank provides consumer and commercial banking, wealth management, mortgage, and insurance products and services. The company is headquartered in Birmingham, AL.

Bryan Cave Leighton Paisner LLP provides legal services. It is a business and litigation firm with a diverse client base, includes business, financial institutions and not-for-profit organizations, government entities and individual clients. The firm represents business, financial, institutional and individual clients, including publicly held multinational corporations, large and mid-sized privately held companies, partnerships and emerging companies. The company was founded by Robert D. Klingler in 1873 and is headquartered in St. Louis, MO.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

The Barbara Bush Foundation for Family Literacy is the nation's leading advocate for family literacy. The non-profit company is based in Tallahassee, FL. Established by former First Lady Barbara Bush in 1989, the foundation is a public charity that envisions an America in which everyone can read, write, and comprehend in order to navigate the world with dignity.

Niswonger Foundation provides higher educational services. It offers training, internships and personalized support to scholars. The company was founded by Scott M. Niswonger in 2001 and is headquartered in Greeneville, TN.

ACM Corp. engages in the development and marketing of web-based interactive fundraising program designed for non-profit organizations, schools, and clubs. It also seeks new business opportunity. The company was founded on April 23, 2010 and is headquartered in New York, NY.

TrueMotion Spine, Inc. manufactures medical devices. The firm focuses on the next generation of total disc replacement technology including patented cervical and lumbar disc replacement devices to preserve and restore the natural motion of the human spine. The firm has a suite of intellectual property covering the spinal implant designs which is positioned to bring unique products to the clinical community. The company was founded by Keith L. Doty and Stephanie H. Warrington in 2011 and is headquartered in Gainesville, FL.

Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines.

McIntyre, Thanasides, Bringgold, Elliott, Grimaldi & Guito PA provides legal consulting services. It offers bankruptcy, foreclosure, business, and family counseling services. The company was founded by Richard J. McIntyre in 2006 and is headquartered in Tampa, FL.

Mountain States Health Alliance owns and operates hospitals. It manages large tertiary hospital with trauma center, children’s hospital, several community hospitals, critical access hospitals, behavioral health hospital, long-term care facilities, home care and hospice services, retail pharmacies, outpatient, medical services, and comprehensive medical management corporation. The organization was founded in 1998 and is headquartered in Johnson City, TN.

College Magazine LLC was founded by Adam B. Cohen. The American company provides a college guide written by students, covering topics such as university rankings, career advice, academic tips, student health, and dating.

Fulcrum Financial Data LLC provides research, news, and data analytics to the financial and credit information sectors. It offers financial news brands including Covenant Review, LevFin Insights, CapitalStructure and PacerMonitor. The company is headquartered in New York, NY.

AC Ventures of Florida LLC (AC Ventures) is a venture capital firm founded in 2019 by Adam B. Cohen. The firm is headquartered in Melbourne, Florida.

The Fixed Income Analysts Society is an association of fixed income professionals. The non-profit company is based in New York, NY. The company was founded by H. Russell Fraser.

Covenant Review LLC focuses on bond and loan covenants in order to provide institutional investors with perspectives on their rights as bondholders. Its broad and deep coverage includes new issue high yield, issue loans, new issue investment grade, event-driven coverage for risk management and alpha generation, indentures, credit agreements, other source documents, and data and analytical tools. The firm’s customer use services as risk management tools, sources of investment ideas, benchmarking tools to compare deal structures and investment process and workflow management solutions. The company was founded by Adam B. Cohen in 2005 and is headquartered in New York, NY.

Badlands NGLs LLC operates as a petrochemical and polymer company that develops assets to add value to the natural gas liquids of North America. The company was founded by William Gilliam in 2011 and is headquartered in Denver, CO.