Hunter W. Craig

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.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

The Welch Group LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. It was founded by Stewart H. Welch III in 1984. The firm provides investment management services to individuals, business entities, pension and profit-sharing plans and trusts.

Matter LLC is a SE-registered investment advisor and multi-family office headquartered in St. Louis, Missouri. The firm was founded by Kathy Lintz in 1990 and does business as Matter Family Office (MFO). They are a direct subsidiary of Matter Holding Co., Inc. MFO provides services to high-net worth families and non-high-net worth individuals associated with those families. They do not serve institutional clients, except where an existing client has created a donor-advised fund or has gifted money to a non-profit organization or foundation.

Momentum Telecom, Inc. provides telecommunications services. The firm?s services include white label services, business voice, sip trucking, mobility, hosted call center, SD-WAN, voice analytics: call reporting, collaborate: audio and web conferencing, archive: call recording, virtual fax, CRM connector, incontact, hosted MS exchange and MS skype for business. The company was founded by Alan Creighton in 2001 and is headquartered in Atlanta, GA.

The Economic Development Partnership of Alabama, Inc. assists in economic development programs. Its focus on helping the state attract and retain industry. The firm fills a role in the industrial recruitment process by marketing and promoting Alabama as a business location, and by providing research, information and proposals to companies and consultants that are actively searching for a site. The company was founded in 1991 and is headquartered in Birmingham, AL.

Moelis Asset Management LP provides investment banking services. It capabilities include private equity, credit and structured products. The company was founded by Ken Moelis in 2007 and is headquartered in New York, NY.

InvestEdge, Inc. engages in the provision of wealth management software solutions. It offers portfolio management, performance measurement, client reporting, compliance and monitoring, rebalancing and trading, data aggregation, and client portal. The company was founded by Robert S. Stewart and Roland E. Collins, III in June 2000 and is headquartered in Pittsburgh, PA.

The Altamont School provides educational services. The company was founded in 1975 and is headquartered in Birmingham, AL.

Scada Products LLC engages in the provision of automation and measurement solutions. It offers artificial lift, environmental compliance, data visualization and hosting, wellpaid solutions, truck Wi-Fi, supply chain solutions, and services such as portable gas analysis, electrical and instrumental services, gas measurement, board repair, and coriolis cleaning. The company was founded in 2000 and is headquartered in Denver, CO.

Landscape Workshop LLC engages in provision of landscaping services. It offers landscape maintenance, landscape construction, landscape enhancements, and facility services. The company was founded by Joey Dobbs and in 1984 and is headquartered in Birmingham, AL.

TechBirmingham is an organization that serves as the voice of technology for the region. The company is based in Birmingham, AL. The company provides directories and aim to provide resources, support, and professional networking in a safe and affirming environment for LGBTQ members of central Alabama's tech community through their Tech Equals® initiative. The organization also spearheads larger community efforts around the issues that most impact the tech industry. The company was founded by James Wesley Childs. The CEO is Deon Gordon.

Innovation Depot Inc (Innovation Depot) is a venture capital firm founded in 1987. The firm is headquartered in Birmingham, Alabama.

Birmingham Business Alliance operates as economic development organization. The company is headquartered in Birmingham, AL.

The Akshaya Patra Foundation is an organization that works with the government to implement the Mid-Day Meal Scheme in government schools and government-aided schools in order to eliminate classroom hunger. The program has resulted in increased school attendance, enrollment, concentration, and reduced class drop-out rates. The non-profit company is based in Bangalore, India. The foundation has been dedicated to feeding nutritious meals to school children for 22 years and complies with international financial reporting standards to maintain transparency. The foundation was founded by Mohandas Tellicheery Pai after Bhaktivedanta Swami Prabhupada witnessed children fighting with street dogs for scraps of food.

Entrepreneurs' Organization enables entrepreneurs to learn and grow from each other leading to business success and personal life. The company was founded by Verne Harnish in 1987 and is headquartered in Alexandria, VA.

SuccessEHS is a nationally acclaimed vendor providing Electronic Health Record (EHR) and practice management solutions with integrated medical billing services. SuccessEHS also provides Electronic Dental Record (EDR) and dental imaging solutions. Founded in 1995, SuccessEHS established itself as a leader in the emerging practice management applications market by delivering an innovative blend of clinical, operational and financial software paired with a suite of specialized integrated success services. SuccessEHS, entirely in-house developed and supported, has achieved multiple certifications from CCHIT.

McKinney Capital LLC (McKinney Capital) is a private equity firm founded in 2010 by Danny McKinney. The firm is headquartered in Birmingham, Alabama.

Ascension Investment Management LLC (AIM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2011 as Catholic Healthcare Investment Management Company (CHIMCO), a non-profit corporation, using Ascension Investment Management as its primary business name. In order to effectuate a change in their form of organization, substantially all of the assets and liabilities of CHIMCO were transferred to AIM. The firm is a wholly-owned subsidiary of Ascension Capital LLC, which is wholly owned by Ascension Health Alliance, a non-profit corporation organized for charitable, religious, educational and scientific purposes. AIM provides investment advice and consulting to institutional investors through a commingled investment vehicle as well as through the use of separate accounts.

Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations.

BT Cos. LLC engages in operation of hotel investment and consulting firm. It provides operation, management, and development of hotel, office and residential assets. The company was founded by Pravin Chauhan in 1977 and is headquartered in Miramar Beach, FL.

HC Advisors LLC is an independent, SEC-registered investment adviser and wealth management firm headquartered in Sandy Springs, Georgia. The firm was founded by Daniel Henning in 2012. HC Advisors offers personalized investment advisory services to high net-worth individuals, business owners, and corporate executives.

Merck Research Ventures (Merck Research) is a venture capital subsidiary of Merck Research Laboratories Massachusetts LLC founded in 2000. The firm is headquartered in Cambridge, Massachusetts.

Cardinal Innovations Healthcare offers specialty health plan. It delivers services through a closed network of providers who deliver residential, vocational, inpatient, outpatient, specialized equipment, and other services. The firm specializes in managing mental health, intellectual and developmental disability, and substance use disorder. The company is headquartered in Kannapolis, NC.

Archean Capital Partners (Archean) is a private equity firm founded in 2017. The firm is headquartered in Newtown Square, Pennsylvania.

McKinney Communications Corp. operates as a holding private company. The company is based in Birmingham, AL and has subsidiaries in the United States.

Featheringill Capital LLC (Featheringill Capital) is a private equity firm founded in 2018. The firm is headquartered in Birmingham, Alabama.

Therini Bio, Inc. engages in research and development in the field of biotechnology. The company was founded by Katerina Akassoglou in 2016 and is headquartered in San Francisco, CA.

Part of Kaufman, Hall & Associates LLC, Ponder & Co. provides financial, strategic advisory and management consulting services. The company is based in Brentwood, TN. The CEO of the company is Edward LeMaster. Ponder was acquired by Kaufman, Hall & Associates LLC on May 01, 2023.

Swell Fundraising LLC provides online fundraising and event management software for nonprofits. The American company's platform offers features such as online giving, fundraising totals, and social media walls to help elevate funds raised and engage guests.

Claritas Health Ventures (Claritas Health Ventures) is a healthcare venture arm of Claritas Capital LLC founded in 2008 by John H. Chadwick and Theresa Sexton. Claritas Health Ventures is headquartered in Nashville, Tennessee.

Kensington Asset Management LLC (Kensington) is an independent registered investment advisor headquartered in Austin, Texas. The firm was founded by Bruce DeLaurentis in 1984. Kensington manages mutual funds to various types of clients.

Divorce.com LLC is an online divorce service that guarantees 100% service satisfaction. The company is based in Bellevue, WA. The company offers divorce papers online and a suite of additional offerings to make the divorce journey less stressful. The company was founded by Elizabeth F. Pharo and she has been the CEO since incorporation.

Team Enoch Holding Inc provides HVAC, plumbing, and electrical services. The company is based in Fort Worth, TX.

Experlogix, Inc. provides Configure, Price, Quote (CPQ) solutions that specializes in quote and order automation solutions for Microsoft Dynamics, Salesforce, and NetSuite. The company was founded in 2002 and is headquartered in Salt Lake City, UT.