James M. Morris

Southwest Bancorp, Inc. (Oklahoma) operates as a bank holding company, which engages in the provision of commercial and retail financial services through its subsidiary, Bank SNB. It offers commercial and consumer lending, deposit products and services, specialized cash management, and other financial products and services. It operates through the following segments: Oklahoma Banking, Texas Banking, Kansas Banking, and Other Operations. The Oklahoma Banking segment provides deposit and lending services and consists of residential mortgage lending services to customers. The Texas Banking and the Kansas Banking segments provide deposit and lending services. The Other Operations includes funds management unit and corporate investments. The company was founded in 1981 and is headquartered in Stillwater, OK.

John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA.

Part of Osaic, Inc., Essex National Securities LLC operates as a broker, dealer, insurance agency, and investment advisor. The company is based in Napa, CA. Essex National Securities was acquired by Infinex Financial Group LLC, part of Osaic, Inc. from October 31, 2022 on March 02, 2016.

Founded in 1999, Signator Investors, Inc. is an SEC-registered investment advisor and FINRA-registered broker-dealer located Boston, Massachusetts. The firm is wholly-owned by John Hancock Financial Network, Inc. John Hancock Financial Network is wholly-owned by John Hancock Life Insurance Co. USA, which is ultimately owned by Manulife Financial Corp. (NYSE: MFC). Signator Investors offers investment advisory services to individuals, pensions and profit sharing plans, trusts, estates, non-profit organizations, corporations, partnerships and other types of business entities.

Part of Simmons First National Corp., Bank SNB is a state commercial bank. The company is based in Stillwater, OK. Mark W. Funke has been the CEO of the company since 2012.

Oklahoma Medical Research Foundation provides investment advice. The company was founded in 1946 and is headquartered in Oklahoma City, OK.

National Multiple Sclerosis Society-Lone Star engage sin the provision of direct services to people affected by multiple sclerosis. Its services include information and referrals, equipment loans, education programs, caring and wellness programs, emergency financial assistance, self-help groups, research updates, and clinical and peer support programs. The company was founded in 1955 and is headquartered in Houston, TX.

LifeAssist LP provided information technology services. It offered InforcePro, web-based software that provided a platform to download, manage, audit, and present existing insurance contracts. The company was founded by Karan Kanodia and Cameron Jacox in 2012 and was headquartered in Cambridge, MA.