Tanner Crawford

Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations.

Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds.

Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales

Sterling Capital Management LLC (SCM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970. They were acquired in 2024 by Guardian Capital LLC, which is ultimately owned by Guardian Capital Group Ltd. (TSX: GCG) in Canada. SCM manages customized investment portfolios, provides asset allocation analysis, and offers other investment-related services to affluent individuals and businesses.