Matthew R. Dowdell

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.

Avansic, Inc. provides digital forensics services to the business and legal communities. The firm offers e-discovery and digital forensics services to attorneys, litigation support teams and business communities across the nation. It has offices in Dallas, Houston, Little Rock, New Orleans, St. Louis and Tulsa. The company was founded in 2004 by Gavin W. Manes and is headquartered in Tulsa, OK.

Pre-Paid Legal Services, Inc. provides legal services. It offers direct sales and network marketing. The company was founded by Harland Cecil Stonecipher in 1972 and is headquartered in Ada, OK.

Wellquest of Tulsa LLC provides healthcare services. The company is headquartered in Bentonville, AR.

Keel Point LLC is a SEC-registered investment advisor headquartered in Huntsville, Alabama. The firm was founded by David Parks and Robert Brooks in 1998 by Robert Mayes as Blue Creek Investment Partners LLC. They are a subsidiary of Keel Point Partners LLC. Keel Point provides financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals.

National Advisors Trust Co. operates as a nationally chartered commercial bank. The private company is based in Kansas City, MO and has subsidiaries in the United States. James A. Combs has been the CEO of the company since 2013.

Enterprise Bank & Trust Co. operates as state chartered commercial bank. It offers checking accounts, savings accounts, student accounts, personal and business loans, retirement plans, and mortgages. The firm also provides cash management, wealth management, insurance, and mobile and online banking services. It serves businesses, professionals, non-profits and individuals. The company was founded by George L. Duncan in 1988 and is headquartered in Lowell, MA.

XXEC, Inc., do-business-as Fredric E. Russell Investment Management Co. (FERIMC), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma with additional office in Aspen, Colorado. The firm was founded by Fredric Russell in 1987. FERIMC manages individual accounts, Individual Retirement Accounts (IRAs), trust accounts, and self-directed 401(k) accounts for high-net worth individuals.

The NORDAM Group LLC engages in the manufacture and repair of aircraft components. It offers original equipment manufacturing for business, commercial, and military aircrafts; and provides repair and maintenance services. The company was founded by Ray H. Siegfried II on April 1, 1969 and is headquartered in Tulsa, OK.

Hall, Estill, Hardwick, Gable, Golden & Nelson PC is a full-service business law firm that was founded in 1966. The firm has locations in Oklahoma, Texas, Colorado, and Northwest Arkansas. Hall Estill Attorneys specialize in representing clients in various areas of law, including Oil & Gas, Intellectual Property law, Labor & Employment law, Litigation, Environmental Law, and Corporate Services.

Aeronautical Repair Station Association, Inc. operates as a civil aviation maintenance firm. It supports professionals at commercial passenger and cargo airlines military stations, ground handling firms, FBOs and airports. The company was founded by Sarah MacLeod in 1984 and is headquartered in Alexandria, VA.

Monte Cassino School, Inc.operates as a catholic elementary and middle school. It offers educational services and athletics activities. The company was founded in 1926 and is headquartered in Tulsa, OK.

Natural Gas Partners LLC (NGP) is a private equity firm, a subsidiary of NGP Energy Capital Management, LLC founded in 1988 by David Russell Albin and Kenneth Alfredo Hersh. The firm is headquartered in Dallas, Texas.

Part of Holland & Knight LLP, Thompson & Knight LLP is a full-service law firm that provides legal solutions to clients and communities around the world. The company is based in Dallas, TX. Established in 1887, Thompson & Knight has approximately 300 attorneys and has been recognized in the Best Lawyers in ® for 10 consecutive years. Thompson & Knight was acquired by Holland & Knight LLP on August 01, 2021.

Edge Natural Resources LLC (Edge Natural Resources) is an independent private equity firm founded in the year 2015 by Roy Aneed, Jesse Bomer, Oscar Pate & Stacie Moore. The firm is Headquartered in Texas.

Plancorp LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded by Jeffrey Buckner in 1983 as FFG Plancorp, Inc. and adopted the name Plancorp in 1985. Plancorp provides asset management, financial planning, retirement plan advisors and consulting services, and institutional investment services to individuals, trusts, estates, charitable organizations and corporations and/or other business entities.

AdvicePay, Inc. operates a payment processing platform built specifically for financial advisors. Its features include subscription billing, one-time payments, accept ach and credit cards, comply with custody regulations, and advisory and client portal. The company was founded by Robert Alan Moore and Michael Ernest Kitces in 2016 and is headquartered in Bozeman, MT.

XY Planning Network LLC provides financial advisors services. The firm’s compliance services include initial registration and paid services and compliance coaching services. The company was founded by Michael Ernest Kitces and Robert Alan Moore in 2014 and is headquartered in Bozeman, MT.

NGL Crude Logistics LLC provides physical distribution, merchandising and trading services. The company was founded on April 24, 2002 and is headquartered in Houston, TX.

Placera Capital Management LLC (PMCL) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Steven L. Gold in 2012. PMCL provides advisory services to individuals and high net-worth individuals.

William Blair Investment Management LLC (William Blair) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2014 and is a wholly-owned subsidiary of WBC Holdings LP. William Blair provides investment solutions to corporations, pension funds, governments and public agencies, endowments, foundations, Taft-Hartley plans, and other institutional investors across the globe.

Marshall Brewing Co. LLC owns and operates breweries. It offers year-round, seasonal, and loco gringo series beers. The company was founded by Eric Marshall in 2008 and is headquartered in Tulsa, OK.

Mariner Wealth Advisors-Oklahoma LLC (MWAO) is an investment advisory firm headquartered in Tulsa, Oklahoma. It is majority owned by Mariner LL, which is owned by Mariner Wealth Advisors LLC. The firm was founded as Adams Hall Wealth Advisors LLC in 1997 and became part of the Mariner family in 2012. MWAO provides personal financial planning, consulting, and investment management services to individuals, including high net-worth individuals and very high net-worth families, pension and profit-sharing plans, charitable organizations, corporations and other business entities.

Williams Power Co. provides wholesale energy trading & marketing services. It also provides electricity generation, wholesale marketing and retailing services. The company was founded in 1908 and is located in Tulsa, OK.

Samson Resources Co. operates as an independent oil and natural gas company. It also engages in the exploration, development and production of oil and natural gas from properties located onshore in the United States. The company was founded on November 23, 1971 and is headquartered in Tulsa, OK.

Walden's Machine, Inc. manufactures precision-machined parts and assemblies from raw materials including aluminum, titanium, stainless steel, and inconel. It makes parts for Boeing planes, embraer airplanes and bell helicopters. It serves the aircraft, aerospace and petroleum industries throughout the world. The company was founded in 1977 and is headquartered in Tulsa, OK.

Accurus Aerospace Corp. supplies metallic parts, kits and assemblies, and processing services to the aerospace and defense industry. Its machining and processing capabilities fabricate and treat small-to-large, and simple-to-complex, detailed parts in soft, hard, and exotic metals. The company was founded in November 2013 and is headquartered in Tulsa, OK.