Mark Richard French

Scott & Stringfellow, Inc. (SS), founded in 1893, is a full service regional brokerage and investment banking firm that serves individual, institutional, corporate and municipal clients. In 1999, the firm became part of BB&T Corporation (NYSE: BBT). They manage the CHOICE portfolios and the BB&T Special Opportunities Fund

BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform.

Forta Financial Group, Inc. engages in the provision of financial planning solutions. It specializes in the investment advice, financial management, and financial planning services. The company was founded by Dan Lempe in 1991 and is headquartered in Greenwood Village, CO.

Waldron & Co. provides executive search services. The firm works with foundations, nonprofits, NGOs, impact investors, social enterprises, and corporate social responsibility. The company was founded by Tom Waldron in 1983 and is headquartered in Seattle, WA.

Founded in 1985, Financial West Investment Group, Inc. is a registered investment advisor and broker-dealer located in Westlake Village, California. The firm is wholly-owned by Paradox Holding, Inc. They do business as Financial West Group. Financial West Group provides advisory services to individuals and high net-worth individuals; pension and profit sharing plans (other than plan participants); charitable organizations; corporations or other businesses; and state or municipal government entities.