Brad Simmons

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.

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.

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.

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.

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.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

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.

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.

US CareNet LLC provides home healthcare services. The company was founded in November 1995 and is headquartered in Augusta, 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.

LoopUp Ltd. provides international calling and conferencing software solutions. It develops mobile apps for iPhone, android, and blackBerry. The company was founded by Stephen Graham Flavell and Thomas Michael Hughes on February 25, 2003 and is headquartered in London, the United Kingdom.

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.

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 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.

Part of 365 Holdco LLC, The NAV People, Inc. is a cannabis ERP software solution provider. The company is based in Las Vegas, NV. The software is built on the Microsoft Dynamics 365 Business Central platform and combines traditional supply chain management capabilities with cannabis-specific functionality. 365 cannabis enables cultivators, producers, distributors, and dispensaries to maximize efficiencies and promote growth. The company services a client base comprised of leading U.S.-based MSOs and single-state operators, and Canadian LPs, in addition to cannabis clients outside the U.S. 365 cannabis' ERP software is the leading seed to sale software product for cannabis operations. Explore their cannabis business solutions today. The company was founded in 2003. Jeff Kiehn has been the CEO of the company since 2016. The NAV People was acquired by 365 Holdco LLC from Akerna Corp. on January 11, 2023 for $0.50 million.

Wells Real Estate Funds, Inc. provides real estate investment management services. Its services include acquisitions, asset management, property management, leasing, construction management, and dispositions. The company was founded in 1984 by Leo F. Wells III and is headquartered in Norcross, GA.

Nashville Downtown Partnership discovers the many downtown events, parking options, concerts, shows, art and gallery openings, Predators and Titans games. It focuses on business recruitment and retention, residential and retail development, public space management, access and transportation, communications and marketing. The company was founded in 1994 and is headquartered in Nashville, TN.

yWhales LLC is a company that combines a deep understanding of emerging web3 tech with business know-how to advise, build, and grow new and existing businesses that aim to capitalize on web3 opportunities. The company is based in Creve Coeur, MO. The company's vision is to harness the power of passionate individuals to shape how the world works and connects on a scale. The company's core philosophies are collaboration, transparency, and education. The company was founded by Jay Steinback, Zemfira Khisaeva, Mia Murphy, Ross Toohey. Jay Steinback has been the CEO since incorporation.