Alan Patrick McCormick

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

NewSouth Capital Management, Inc. (NewSouth) is an independent, SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1985 by David Morrow and Paul Gillespie, Jr. NewSouth manages assets for institutional and private clients across four concentrated equity strategies.

Delta Asset Management LLC (Delta) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by Myron Mall and Alex Conaway in 1989. They are a subsidiary of WT Acquisition LLC, which is owned by HighTower Holding LLC. Delta provides investment advice to individual persons, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or similar business entities, and state or municipal government entities.

Part of SB Holding Co., Inc., Ballew Investments, Inc. is a company that provides brokerage services. The company is based in Jackson, MS. The company was founded in 1992. Clyde Brooks Mosley has been the CEO of the company since 1992.

Founded by Geoffrey Mavar in 2003, Chickasaw Capital Management LLC is a registered investment advisor located in Memphis, Tennessee. The firm provides investment management services to institutions, high net-worth individuals and the MainGate MLP Fund, an open end mutual fund.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

The Retirement Systems of Alabama (RSA) is the administrator of the pension fund for employees of the State of Alabama. The firm is headquartered in Montgomery, Alabama. RSA administers pension and other benefits to most public employees in Alabama.

Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities.

ALM First Financial Advisors LLC (ALM First) is a SEC-registered investment adviser and hedge fund management firm headquartered in Dallas, Texas. The firm was founded in 1995 and they are wholly-owned by ALM First Group LLC. ALM First provides financial advisory services for credit union clients.

Ole Miss Athletics Foundation is to aid the department of intercollegiate athletics at the university of mississippi. The company was founded on July 1, 1969 and is headquartered in University, MS.

Diversified Trust Co. is a privately-owned trust management firm headquartered in Charleston, South Carolina. The firm was founded in 1994 by Larry H. Bryan. Diversified Trust creates wealth solutions to individuals and multi-generational families, foundations and endowments, retirement plans, and family-owned businesses.

French Camp Academy operates as Christ-centered home and school. The company was founded in 1885 and is headquartered in French Camp, MS.

Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients.

Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients.

Permanent Equity Management (Permanent Equity) is a private equity firm founded in 2007 by Brent Beshore. The firm is headquartered in Columbia, Missouri.

Razorhorse Capital, Inc. operates as an investment firm. It offers financial advisory services. The company was founded by Austin Scee in 2012 and is headquartered in Atlanta, GA.

REI Nation provides single-family rental real estate investment services. Its services include property management and renovation. The company was founded by Kent Clothier, Sr. in 2004 and is headquartered in Cordova, TN.

Cantor Fitzgerald Investment Advisors LP (CFIA) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Cantor Fitzgerald Investment Advisors Holdings LLC, itself a subsidiary of Cantor Fitzgerald LP. CFIA provides investment management and advisory services to individuals, retirement plans, charitable foundations, private funds, mutual funds, and corporations.

Crete Mechanical Group, Inc. is a nationwide multi-service solutions provider that offers commercial HVAC, electrical, plumbing, building automation, and controls services through a network of local partners. Crete Mechanical Group has subsidiaries throughout the United States and is based in Tampa, FL. The company focuses on building strong relationships with its customers and combines the resources of a large organization with the freedom to continue operating local businesses. The company was founded by Frank Zhang and Jake Sloane, and Michael L. Cox has been the CEO since 2022.

McKinsey & Co. Canada is a consulting firm that provides consulting services to companies and organizations. The private company is based in Halifax, Canada and was founded in 2003.

Ridgemont Partners Management LLC (Ridgemont Partners Management) is a private equity firm founded in 1993 by Travis Hain, George E. Morgan, and Walker L. Poole. The firm is headquartered in Charlotte, North Carolina.

Juniper Capital Management LLC (Juniper Capital) is a private equity firm founded in 2014 by Bryan L. Grabowsky and Louis J. Grabowsky. The firm is headquartered in Dallas, Texas.

CCSD Management Services Inc. (Capital Alignment Partners) is a private equity firm founded in 2009 by R. Burton Harvey, Mark L. McManigal, and M. Lee Ballew. The firm is headquartered in Nashville, Tennessee.