John Richard Sheets

Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations.

Delphi Management, Inc. (Delphi) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Brookline, Massachusetts. The firm was founded by Scott M. Black in 1980. Delphi provides investment management services to institutions (such as pension and retirement plans, endowments an investment companies) and high net-worth individuals and trusts on a discretionary basis.

Sun Trust Bank, Nashville, NA is based in Nashville, TN. Sun Trust Bank, Nashville, NA offers a range of financial services including checking and savings accounts, credit cards, mortgages, small business, and commercial banking.

Bank of Virginia provided personal and commercial banking services. It was primarily engaged in the business of accepting savings, demand and time deposits and provided mortgage, consumer and commercial loans to the general public. The firm offered traditional loan and deposit products for commercial and consumer accounts and operated four full-service offices in the counties of Chesterfield and Henrico, Virginia. The company was founded in September 2002 and was headquartered in Midlothian, VA.