Christopher Forrest Prest

Principal Street Partners LLC (PSP) is an independent, SEC-registered investment advisor and wealth manager headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn in 2016 as Green Square Asset Management LLC (GSAM) and was affiliated with a high yield municipal portfolio manager, Green Square Capital Advisors LLC (GSCA). The two RIAs, GSAM and GSCA, combined in 2019 and are now collectively registered as one RIA, with GSAM rebranded as Principal Street Partners LLC. PSP provides portfolio management services on a discretionary or non-discretionary basis to individuals, banks, thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, business entities, registered investment companies, mutual fund companies, and pooled investment vehicles such as private funds and funds registered under the 1940 Act.

Steel Grove Capital Advisors LLC (Steel Grove) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn and Steve Sansom in 2001 and formerly known as Green Square Capital LLC. Steel Grove offers investment advisory services to affluent individuals and families, trusts, estates, charitable organizations, corporations, and business entities.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange.

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