Cathy A. Miller

Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds.

Part of The Toronto-Dominion Bank, TD Bank USA, Inc. is a financial institution that offers banking services, credit cards, loans, home lending, and other financial products for small businesses. The private company is based in New York, NY. Customers can access their TD Bank small business checking accounts online for free and manage their accounts, make payments in real-time online or with their mobile app. TD Cross-Border Banking products can help customers easily manage their money on both sides of the border. The CEO of the company is Michael Bo Pedersen.

Dyer Robertson & Lamme, Inc. (DRL) is a registered investment advisor located in Houston, Texas.

Founded in 1969, Briggs Management & Research Co. is a wealth management firm and registered investment advisor located in Houston, Texas.

Chilton Capital Management LLC (Chilton Capital) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 1996 and they are a subsidiary of Knapp Brothers LLC. Chilton Capital provides a diversity of investment strategies, customized wealth management solutions, and trust company services to individuals, family offices, business owners, endowments, foundations, retirement plans and trusts on a fee-only basis.