Mark Yelavich

USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

Advanced Academics, Inc. provides online learning solutions. The firm offers courses correlated to state standards in core and elective areas such as language arts, math, science and social studies. It also provides students assistance through email, online instant help and telephone. The company was founded in April, 2000 and is headquartered in Edmond, OK.

Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities.

Guaranty Bank & Trust NA provides commercial banking services. It offers personal banking solutions, such as checking accounts, savings accounts, online and mobile banking, credit cards, loans, and other services. The firm provides business banking solutions, including checking accounts, savings accounts, loans, online cash management, mobile banking, mortgage warehouse lending, and treasury management. The company was founded on January 13, 1913 and is headquartered in Mount Pleasant, TX.

State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX.

Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007.

Quintana Capital Group (Quintana Capital) is a private equity firm founded in 2005. The firm is headquartered in Houston, Texas.

Part of Hilltop Holdings, Inc., Barre & Co., Inc. is a professional tax and accounting firm based in Union, NJ. The company offers a range of services, including assurance and advisory services, accounting, estate and trust planning, and tax preparation. Barre & Co. primarily services school districts, charter schools, litigation services, business valuations, non-profit, and other businesses or organizations in the greater metropolitan area. The company has been providing tax and audit services for over 30 years and has a 99.9% customer satisfaction rate. Barre & Co. was acquired by SWS Group, Inc. on March 27, 1995.

BP Energy Partners LLC (BP Energy Partners) is a private equity subsidiary of BP Capital Fund Advisors LLC founded in 2013. The firm is headquartered in Dallas, Texas.

Ranger Capital Group LLC is a private company based in Dallas, TX. The CEO of the company is Kenneth Scott Canon.

Basin Oil & Gas Management LLC (Basin Oil & Gas) is a private equity firm founded in 2009 by Stephen Howard. The firm is headquartered in Fort Worth, Texas.

EverWatch Capital is a private equity subsidiary of EverWatch Financial Inc. founded in 2004 by Frohman Anderson and Matt Womble. The firm is headquartered in Greenwich, Florida.

Association for Corporate Growth, Inc. is a global organization founded in 1954 by Kenneth S. Berryman and David H. Brenner. The non-profit company is based in Chicago, IL and has subsidiaries in the United Kingdom, Netherlands, Canada, and the United States. The company's mission is to drive middle-market growth and it serves 90,000 investors, executives, lenders, and advisers to growing middle-market companies. The company's core focus is on middle-market M&A, with more than 25 years of sell-side and buy-side advisory experience, closing more than 200 transactions with a combined value of more than $1 billion. The company also publishes Middle Market Growth, the official publication of the Association for Corporate Growth, which includes a print magazine, website, weekly e-newsletter, and daily newsfeed. The CEO of the company since 2019 is Brent A. Baxter.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.

SB Five Brothers, Inc. is a commercial real estate firm that specializes in property and facility management, brokerage, development and redevelopment of retail, industrial, office, and residential properties. It offers tenant representation, receivership and asset management, investment sales, lease administration, third party leasing, accounting services, construction management, vendor contract administration, maintenance services, and recreational land investment solutions. The company was founded by Anthony F. Sansone, Sr. in 1957 and is headquartered in St. Louis, MO.

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.

The Chamber of Commerce of The United States of America provides information on how businesses can adapt their workforce development and management strategies to deal with the changing labor market. The non-profit company is based in Washington and has subsidiaries in the United States. The Chamber of Commerce of The United States of America is the world's largest business organization, advocating, connecting, informing, and fighting for business growth and success. The American company was founded by Michael Scown, and Suzanne P. Clark has been the CEO of the company since 2014.

Greater Houston Partnership operates as a place for community-minded business leaders who want to be involved in Houston''s positive growth and influence the direction. The company was founded in 1840 and is headquartered in Houston, TX.

Achieve Partners Management LLC (Achieve Partners) is a private equity firm founded in 2018 by Ryan D. Craig and Daniel S. Pianko. The firm is headquartered in New York.

Ancor Holdings LP (Ancor Holdings) is a private equity firm founded in 1994 by Timothy McKibben and Randall Keene. The firm is headquartered in Fort Worth, Texas.

Circana, Inc. is a company based in Chicago, IL and has subsidiaries in the United States. Circana, Inc. was founded in 1979 and Kirk L. Perry has been the CEO of the company since 2021.