Christopher R. Smith

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

GenOn Energy Holdings, Inc. provides electricity generation and distribution, management of gas assets, fuel procurement, and marketing of energy and energy-linked commodities. The company was founded on January 19, 2001 and is headquartered in Princeton, NJ.

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.

The Burney Co. (TBC) is a registered independent investment adviser headquartered in Reston, Virgina and was founded in 1974. TBC provides investment advisory services and portfolio management mostly for individual investors but will also service the portfolios of small businesses, pension and profit sharing plans, trusts, estates, and charitable organizations.

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.

WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs.

BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.

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.

Mauldin & Jenkins Certified Public Accountants LLC provides accounting services. It specializes in financial institutions, long term healthcare, and individual and estate tax services. The company was founded in 1918 and is headquartered in Atlanta, GA.

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.

Duane Morris LLP provides legal services in the areas of intellectual property, telecommunications, information technologies, energy, water resources, endangered species and international dispute. The firm's clients include the automotive, construction, energy and insurance industries. The company was founded in 1904 and is headquartered in Philadelphia, PA.

The Aspen Institute operates an institution that fosters leadership skills and open-minded dialogue. It conducts seminars, policy programs, conferences and leadership development initiatives, the Institute and its international partners seek to promote nonpartisan inquiry. The company was founded in 1949 and is headquartered in Washington, DC.

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

The Bobby Dodd Institute, Inc. provides training and employment opportunities for the disabled. It offers work evaluation, vocational training, work adjustment, job placement, technical training, food services training and assistance programs for the differently-abled people. The company was founded in 1960 and is headquartered in Atlanta, GA.

Atlanta Estate Planning Council, Inc. provides fellowship and education services to members. It comprises of attorneys, certified public accountants, insurance and financial advisors and consultants, and trust officers. The company was founded in 1947 and is headquartered in Huntsville, AL.

Tanner Medical Foundation engages in pooling charitable donations to support Tanner Health System. It helps in serving hospital needs and the patients through these donations. The company was founded in 1988 and is headquartered in Carrollton, GA.

The State Bar of Georgia is an organization that provides resources and support for lawyers in the state of Georgia. The organization is based in Atlanta, GA and offers programs such as committees, sections, and a lawyer assistance program. The private company's website offers a variety of services, including a member directory, legal aid resources, and virtual law museum. Additionally, they offer a comprehensive law library called Fastcase, which is a free member benefit for lawyers. The State Bar of Georgia also recommends Member Benefits, Inc. as a broker for members' health, dental, and vision insurance, as well as other approved products.

Americas Styrenics LLC manufactures polystyrene and styrene monomer. The company was founded in 2008 and is headquartered in The Woodlands, TX.

Certified Metal Craft, Inc. engages in metal heat treating. It processes braze, carbon restoration, carburize, homogenizing, normalizing, sintering, stabilization, stress relieve, sub-zero / cryogenics, tempering and quenching. The company was founded in 1969 and is headquartered in El Cajon, CA.

The Cassina Group LLC owns and operates real estate brokerage that represents buyers and sellers throughout the Charleston Tri-County Area. It helps people buy and sell homes. The firm provides boutique residential real estate services. The company was founded by C. Robertson Allen and Jimmy Dye in 2006 and is headquartered in Mount Pleasant, SC.

OneDigital Investment Advisors LLC (OneDigital) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. Formerly known as Resources Investment Advisors LLC, the firm was founded in 1987 and is a wholly owned subsidiary of Digital Insurance LLC. OneDigital offers portfolio management and advisory services to individuals, trusts, estates, endowments, foundations, charitable organizations, retirement plans, and business entities.

Epsilyte LLC is one of the leading producers of advanced insulative materials. The company is based in The Woodlands, TX and has subsidiaries in Canada and the United States. The company focuses on solving customer needs for lightweight, energy-efficient, and carbon-favorable materials. The company's products are used in various applications such as reducing energy usage in buildings, innovative packaging technology for safe and healthy food, safety helmets, car seats, and cost-effective infrastructure investment worldwide. Epsilyte believes in the importance of energy conservation for a carbon-neutral future. Bradley Crocker has been the CEO of the company since 2020.

Broward County Bar Association operates as a bar association. The non-profit company is based in Fort Lauderdale, FL.

Arcus Capital Partners LLC (Arcus) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2008 by W. Ross Singletary, Steven “Steve” Edwards and Stephen “Steve” Sloan. Arcus provides investment advisory services to wealthy individuals, foundations, endowments and retirement plans.

Balmoral Funds LLC (Balmoral Funds) is a private equity firm founded in 2005 by Jonathan A. Victor and Skip Victor. The firm is headquartered in Los Angeles, California.