Chris Fleischmann

Foundation Resource Management, Inc. (FRM) is an independent, SEC-registered investment advisor headquartered in Little Rock, Arkansas. The firm was founded by Gregory Hartz in 1992. FRM provides portfolio management services to insurance companies, charitable foundations, hospitals, retirement plans, and high net-worth individuals.

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.

Pope Asset Management LLC (Pope) is an independent registered investment advisory and wealth management firm headquartered in Memphis, Tennessee. The firm was founded by William P. Wells in 2000. Pope offers financial asset management services to high net worth investors.

Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales

Edward Jones Investments operates as a financial advisory firm.