Duncan Chen

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Ballew Advisor, Inc. is a SEC-registered investment advisor headquartered in Jackson, Mississippi. The firm was founded in 1991 and is owned by S B Holding Co., Inc. through its intermediate subsidiary Security Ballew, Inc. (also known as Ballew Wealth Management). Ballew Advisor provides advisory services to the following types of clients: individuals (other than high net worth individuals), high net-worth individuals, pooled investment vehicles (other than investment companies), pension and profit sharing plans, trusts, estates, or charitable organizations, and corporations or other businesses.

FHN Financial Securities Corp. is a FINRA-registered broker/dealer headquartered in Memphis, Tennessee. They are the brokerage arm of First Tennessee Bank, ultimately owned by First Horizon National Corp. (NYSE: FHN). Formerly known as FTN Financial Securities Corp., the firm was founded in 1998 and offers fixed income sales and trading services to individual and institutional clients.

Sanders Morris Harris LLC (SMH) is an SEC-registered broker-dealer and member FINRA, SIPC, located in Houston, Texas. The firm is also an SEC-registered investment advisor. SMH was formed in January 2000 as the result of a merger between Sanders Morris Mundy, Inc. and Harris Webb & Garrison, Inc. The firm is now wholly-owned by Summer Wealth Management LLC. The ultimate principal owners of Summer Wealth Management, LLC are Lee Equity Partners LLC and The Edelman Financial Center, Inc. through intermediaries. SMH provides provides brokerage, asset management and similar services to individuals, high net-worth individuals, pension and profit sharing plans, trusts, estates, and corporations and other business entities.

Founded in 1987, Johnson Rice & Co. LLC is an institutional research and brokerage firm located in New Orleans, Louisiana. In 1991, the firm began offering investment banking services. Johnson Rice & Co. focuses primarily on the energy and specialty retail sectors

Part of First American Financial Corp., Southern Escrow Title Co. is a company that provides a range of title insurance products and services. The company is based in Memphis, TN. The company was founded by Van H. Singleton.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL.

Coker & Palmer, Inc. is an independent registered broker/dealer and financial advisor headquartered in Jackson, Mississippi. The firm was founded by James D. Coker and James Y. Palmer in 1991. Coker & Palmer offers professional services in traditional securities brokerage to individuals and institutions as well as fee based asset management services.

American Association of Professional Landmen consists of landmen and land-related persons throughout affiliated local associations in the United States and in Canada. It promotes standards of performance for all land professionals, which encourage responsible stewardship of energy and mineral resources. The company was founded on March 17, 1987 and is headquartered in Fort Worth, TX.

Sanders Morris Harris LLC (Investment Management) (SMH-IM) is the investment management division of Sanders Morris Harris LLC, a registered broker/dealer firm headquartered in Houston, Texas. The firm was founded in 2000 and is a wholly-owned subsidiary of Tectonic Financial, Inc. (NASDAQ: TECTP). SMH-IM provides advisory services to individuals, pooled investments, plan sponsors, trusts, estates, corporations, institutions, and other businesses.

Part of Unit Corp., Unit Drilling Co. provides drilling services. The company is based in Weatherford, TX.

Sunlight Group, Inc. manufactures and supplies silicon products. It focuses on purchasing, manufacturing and supplying of silicon-series raw material (mainly silicon wafers and ingots). The company was founded in 2005 and is headquartered in South Plainfield, NJ.

Diversified Trust Co. is a privately-owned trust management firm headquartered in Charleston, South Carolina. The firm was founded in 1994 by Larry H. Bryan. Diversified Trust creates wealth solutions to individuals and multi-generational families, foundations and endowments, retirement plans, and family-owned businesses.

EDSA, Inc. provides architectural services. It offers planning, landscape architecture, themed entertainment design, and urban design. The company was founded by Edward D. Stone Jr. in 1960 and is headquartered in Fort Lauderdale, FL.

Founded in 2009, IBERIA Financial Services LLC is a broker/dealer located in Lafayette, Louisiana. The firm is a wholly-owned subsidiary of IBERIABANK Corp. (NasdaqGS: IBKC). The firm offers securities and other financial products to IBERIABANK Corp.'s clients' needs. Through their own subsidiary, Finesco LLC, IBERIA Financial Services offers insurance premium financing to retailers and other commercial customers.

Anderson Regional Health System is a healthcare provider located in Meridian, MS. The American company offers a range of medical services, including breast imaging, neonatal intensive care, and general medical care. The company is committed to improving the lives of the people they serve in the Meridian area and beyond.

Part of Woodbridge Co. Ltd. /New/, Shobe & Associates, Inc. provides investment advice. The company is based in Baton Rouge, LA. The company was founded in 1983 by Edward Louis Shobe. Shobe & Associates was acquired by Carson Group on March 16, 2023.

Part of Delta Air Lines, Inc., Endeavor Air, Inc. engages in airline transportation services. The company is based in Memphis, TN.

Barnes-Pettey Financial Advisors LLC (BPFA) is an independent, SEC-registered investment advisor headquartered in Clarksdale, Mississippi. The firm was founded in 2007 and is indirectly owned by Dudley M. Barnes and Holmes S. Pettey. BPFA offers investment advisory services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

mTrade LLC engages in mortgage trading and collaboration process. Its solutions include trading residential whole loans, loan acquisition system, life of loan warehouse and industry business intelligence. The company is headquartered in Oxford, MS.

mTradeCo. engages in the provision of banking and financial services. The company was founded in 2015 and is headquartered in Oxford, MS.

National Planning Corp. (Florida), also known as NPC Financial, is a financial services firm with 70 years of experience. The private company is based in Miami, FL. The company specializes in creating personalized financial strategies for individuals, families, and business owners to help them achieve their financial goals. The CEO of the company is Jeffrey E. Newman.

Sound Financial Strategies Group LLC (SFSG) is an independent, SEC-registered investment advisor headquartered in Flowood, Mississippi. Founded in 1993, SFSG provides investment advisory services for certain individual clients for taxable and tax-exempt accounts.