John Shonk

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.

Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities.

Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.

Cain Brothers & Co. LLC delivers solutions to mergers and acquisitions, capital raising, and strategic and financial advisory clients. Its services include strategic and financial advisory, direct bank placements, tax-exempt bond underwriting, joint ventures and affiliations, fairness opinions and valuations, leverage finance, swaps and derivatives, and growth equity. The company was founded by Daniel M. Cain and James E. Cain in 1982 and is headquartered in New York, NY.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.

TPG Global LLC provides the capital, expertise, and support our partners need to reach their full potential and create greater possibilities. The company is headquartered in Chicago, IL.

Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities.

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.

Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities.

GI Manager LP (GI Manager) is a private equity firm founded by Richard Allen Magnuson and Michael F. Foust in 2001. The firm is headquartered in San Francisco, California.

PetroCap LLC (PetroCap) is a private equity firm founded in 1992 by Doug Evans. The firm is headquartered in Dallas, Texas.

Association for Information Systems serves society through the advancement of knowledge and the promotions. The firm offers research, teaching, practice, and study of information systems to individuals and organizations. The company is headquartered in Atlanta, GA.

Institute for Operations Research & the Management Sciences operates as non-profit organization. It promotes practices and advances in operations research, management science, and analytics to improve operational processes, decision-making, and outcomes. The company was founded in 1995 and is headquartered in Catonsville, MD.

Johnson, Miller & Co. engages in the provision of financial and accounting services. It services include estate planning, tax formation, nonprofit tax, payroll tax, international tax, employee benefit plan audits, corporate governance advisory, and labor analysis. The company was founded in 1937 and is headquartered in Midland, TX.

Sidley Austin LLP is a premier legal adviser with over 2000 lawyers in 20 offices worldwide. Sidley Austin is based in Chicago, IL and has subsidiaries in Germany, Hong Kong, United States, United Kingdom, and Japan. The firm has been providing superior client service for over 150 years and has a diverse group of legal professionals from many cultures who are dedicated to teamwork and collaboration. Sidley Austin has forged enduring relationships with the business community and serves a varied and high-caliber group of market leaders, many of whom are pioneers in their respective industries and professions. The firm is committed to pro bono service and its lawyers and staff devote more than 100,000 hours annually to serving those most in need.

Cresta Fund Management LLC (Cresta Fund Management) is a private equity firm founded in 2016 by Chris Rozzell, David Truett Miller and Drew Armstrong. The firm is headquartered in Dallas, Texas.

Blue Barn Wealth LLC (BBW) is a registered investment advisor and wealth management firm headquartered in Salt Lake City, Utah. Formerly known as Financial Planning Office LLC, the firm became a wholly-owned subsidiary of HJB Wealth Management LLC in 2017 and was renamed Blue Barn Wealth LLC in 2019. BBW offers financial planning and portfolio management services to individual and institutional clients.

Deloitte/Malawi provides accounting services. The private company is based in Blantyre, Malawi.

Delos Wealth Advisors LLC (DWA) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2019 and is a subsidiary of Delos Capital Advisors LLC. DWA offers investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans (but not the plan participants) and charitable organizations.

Live Oak Resource Partners LLC (Live Oak Resource Partners) is a Private Equity firm founded in 2014 by Andrew Keene and Brandon Meyers. The firm is headquartered in Houston, United States.