Karen Dale Holt

Carlson Capital LP is an independent, SEC-registered investment advisor and alternative asset management firm headquartered in Dallas, Texas. The firm was founded by Clinton Carlson in 1993. Carlson Capital provides discretionary investment advisory services to privately-offered pooled investment vehicles and certain managed accounts.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

YieldQuest Securities LLC is a private company based in Atlanta, GA.

Narwhal Capital Management LLC (Narwhal) is an independent, SEC-registered investment advisor headquartered in Marietta, Georgia. The firm was founded by Matt Burton and MacArther Plumart in 2005. Narwhal provides investment advisory services to individuals, high net worth individuals, charitable organizations, corporations, private funds, and trusts.

Part of Truist Financial Corp., Truist Investment Services, Inc. provides brokerage services. The company is based in Atlanta, GA. The company was founded in 1985. Joseph Marberry Thompson has been the CEO of the company since 2014.