Joshua Brant

Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles.

Part of Baker Hughes Co., Western Atlas, Inc. provides seismic surveys and well logging for exploration. The company is based in Houston, TX.

UVEST Financial Services Group, Inc. provides third party brokerage services. It offers investment and insurance programs to regional banks and credit unions. The company was founded on June 19, 1978 and is headquartered in Fort Mill, SC.

SouthernSun Asset Management LLC (SouthernSun) is an independent, SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by Michael Cook in 1989 as Michael W. Cook Asset Management, Inc. SouthernSun primarily provides portfolio management services to high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, public pension plans, charitable institutions, foundations, endowments, municipalities, pooled investment funds, registered mutual funds, trusts, banks, and other US and international institutions.

Xaxis LLC is a digital marketing company. It offers technology and services to marketers and website publishers. The firm provides advertising management services via digital formats such as mobile devices and internet media. The firm was founded by David J. Moore in 1995 and is headquartered in New York, NY.

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.

Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments.

Brookline Investments, Inc. (Brookline) is a SEC-registered asset management firm headquartered in Birmingham, Alabama. The firm was founded in 1999 as Capital Strategies Group, Inc. They are a wholly-owned subsidiary of Brookline Financial Partners, Inc. Brookline provides investment advice to individuals, trusts, estates, pension and profit-sharing plans, pooled investment vehicles, and other corporations and business entities.

Hollencrest Capital Management LLC (HCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was founded in 1999 as Hollencrest Securities LLC. HCM offers a range of wealth management and investment advisory services for individuals, families, high net-worth and affluent clients, trusts and estates, corporate pension and profit-sharing plans, retirement accounts, other employee benefit plans governed under ERISA, non-profit entities, foundations and endowments, institutional entities, and business owners.

CentraLite Systems, Inc. designs and supplies home automation and security products. Its products include 3-Series Devices, Azela Devices, Entrexx, JetStream and Elegance. The firm’s products allow homeowners to control lamps, lights, thermostats, and appliances at the touch of a button, increasing comfort and reducing energy costs. The company was founded by James B. Busby and James L. Busby in 1997 and is headquartered in Mobile, AL.

CytoViva, Inc. provides optical microscopy-imaging systems. Its products include hyperspectral micropscopy, enhanced darkfield micropscopy and three dimensional enhanced darkfield microscopy. The company was founded by Samuel M. Lawrence and John O. Lawrence in 2005 and is headquartered in Auburn, AL.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

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 American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

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

The American Society for the Prevention of Cruelty to Animals operates as a non-profit organization that promotes humane principles, prevents cruelty, and alleviates pain, fear and suffering of animals through nationwide information, awareness and advocacy. The company was founded by Henry Bergh on April 10, 1866 and is headquartered in New York City, NY.

RevTech Labs LLC provides a place for tech startups to launch. It focuses on early-stage mobile, software and web companies. The offers free work space, mentorship and programming all geared toward revolutionary technology startups. The company was founded by Dan Roselli and Adam Hill on October 1, 2012 and is headquartered in Charlotte, NC.

Queen City Fintech (Queen City) is a venture capital subsidiary of RevTech Labs founded in 2015 by Daniel Roselli. The firm is headquartered in Charlotte, North Carolina.

Virginia Innovation Partnership Corporation (Virginia Innovation Partnership) is a private equity/venture capital non-profit operating division of the Virginia Innovation Partnership Authority firm founded in 1985. The firm is headquartered in Herndon, Virginia.

Carolina Fintech Hub provides resource and support services to financial technology companies. The private company is based in Charlotte, NC. The company was founded by Daniel J. Roselli.

Innovate Charlotte, Inc. operates an organization for entrepreneurship development. The American company was founded by Daniel J. Roselli.

Passport Labs, Inc. provides cloud-based parking management solutions. The firms products include parking, transit, permits, enforcement, and gateway. It serves government, transit agencies, campuses, private operators, and business program. The company was founded by Charlie G. Youakim and Robert Youakim in 2010 and is headquartered in Charlotte, NC.

Yahoo, Inc. operates as a tech-powered, diversified media company that reaches their users around the world, bringing them closer to what they love from finance and sports, to shopping, gaming and news with the trusted products, content and tech. For partners, they provide a full-stack platform for businesses to amplify growth and drive more meaningful connections across advertising, search and media. Yahoo was originally founded on August 13, 1998 and is headquartered in Baltimore, MD.

Virtus Fund Advisers LLC (VFA) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. Founded in 1985, the firm was originally named Trusco Capital Management, Inc. and later became RidgeWorth Capital Management, Inc. and RidgeWorth Capital Management LLC. They were formerly a majority-owned subsidiary of SunTrust Banks, Inc. (NYSE: STI). They became a wholly-owned subsidiary of Virtus Partners, Inc., which is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS), when the latter acquired the firm in June 2017 and subsequently changed their name into Virtus Fund Advisers LLC. VFA provides discretionary and non-discretionary advisory services to institutional clients including pension and profit-sharing plans, endowments and foundations, governmental entities, and other corporate entities as well as high net-worth clients.

Marathon Electrical Contractors, Inc. provides electrical construction services. Its services include sound systems, fiber optic cabling, and computer cabling and data-com installation. The company was founded in 1987 and is headquartered in Birmingham, AL.

LifeGate Counseling Center @ Peachtree, Inc. provides therapy and counseling services. It offer a vast array of faith-sensitive psychotherapeutic services and family life educational programs for parents, children, adolescents, couples, families and individuals. The company was founded in 1991 and is headquartered in Atlanta, GA.

The National Association of Certified Valuators & Analysts (NACVA) is a professional association that provides training from leading experts in consulting fields such as business valuation, financial litigation forensics, business fraud, and mergers and acquisitions. The non-profit company is based in Salt Lake City, UT. NACVA's recognized CVA designation is the most widely recognized business valuation credential and the only business valuation credential accredited by the National Commission for Certifying Agencies (NCCA). The certification process consists of a five-hour proctored exam and a case study. NACVA offers a range of support services, reference materials, software, and customized databases to enhance the professional capabilities and capacities of its members. The CEO of the company is Parnell Black.

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.

Barfield, Murphy, Shank & Smith engages in the provision of accounting, auditing, estate planning, business consulting and retirement fund services. The firm serves the architectural and engineering; construction; credit unions; healthcare, and real estate industries. The company was founded in 1991 by Keith Barfield, Don Murphy and John Shank and is headquartered in Birmingham, AL.