Matt Smith

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. They are a wholly owned subsidiary of Regions Bank and their ultimate parent is Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with its clients.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

DZone, Inc. provides technology content and knowledge management software solutions. Its products are AnswerHub and DZone. The company was founded by Richard M. Ross and Matthew P. Schmidt in 2005 and is headquartered in Cary, NC.

Bronto Software LLC provides cloud-based marketing platform solutions. It combines email, mobile and social messaging with drag-and-drop automation in one marketing platform that allows its clients to design and execute personalized campaigns. The firm's marketing platform is integrated with commerce platforms such as NetSuite, Magento, Demandware and MarketLive. The company was founded by Charles A. Felix and Joseph W. Colopy in 2002 and is headquartered in Durham, NC.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Sunburst Financial Group LLC (SFG) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Vestavia Hills, Alabama. Founded in 2005, SFG provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Roobrik, Inc. provides elderly care services. The company was founded by Nathaniel O'Keefe and Judith Conaway in August 2013 and is headquartered in Greeensboro, NC.

Angel Investor Management Group LLC (AIM Group) is a venture capital firm founded in 2011 by Clay Corman and Jim Corman. The firm is headquartered in Opelika, Albama.

Roark Capital Group, Inc. (Roark Capital) is a private equity firm founded in 2001 by Neil K. Aronson. The firm is headquartered in Atlanta, Georgia.

Part of Publicis Groupe SA, Relay, Inc. operates a content creation tool for non-designers.

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.

Council for Entrepreneurial Development provides an interactive forum for entrepreneurs, investors, service professionals, academicians, researchers and public policy makers. Its services and programs include connections to capital, venture mentoring, and signature conferences empower member companies to go further. The company was founded in 1984 and is headquartered in Durham, NC.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

HDH Advisors LLC is an American company that provides advisory services. The private company was formerly known as HH Advisors LLC and has expanded its operations. The company has offices in two locations, one of which is in Atlanta, GA.

Alabama Shakespeare Festival, Inc. is a non-profit organization which organizes and products theatrical performances and educational and outreach programs. It offers theatre in the Mind Lecture series, ASF venue rentals, summer camps, acting academy, schoolfest, and travel packages. The organization was founded by Martin Platt in 1972 and is headquartered in Montgomery, AL.

CSFC Management Co LLC (CapitalSpring) is a private equity firm founded in 2005 by Richard Fitzgerald and Christopher Unrath. The firm is headquartered in Nashville, Tennessee.

Pavilion Technologies, Inc. supplies model-based software. It provides software services which are used for tasks such as managing continuous manufacturing processes and monitoring environmental emissions. It also offers consulting, support, training, maintenance and installation services. The company was founded in 1991 and is headquartered in Austin, TX.

EBSCO Capital LLC (EBSCO Capital) is a private equity firm founded in 1944. The firm is headquartered in Birmingham, Alabama.

Synovus Securities, Inc., a subsidiary of Synovus Financial Corp. (NYSE:SNV), is an independent broker/dealer located in Columbus, Georgia. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research

Asset Preservation Advisors, Inc. (APA) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Kenneth Woods and is a subsidiary of APA Fixed Income Advisors LLC. APA serves as a discretionary investment adviser to institutional and retail separately managed account clients.

Resolute Capital Partners (Resolute Capital) is a private equity firm founded in 2005 by Alton Roy Duk. The firm is headquartered in Nashville, Tennessee.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Collective Capital Ventures operates as an investment firm focusing on tech-enabled companies. Its self-directed venture capital process gives individual investors the building blocks to construct an automatically diversified portfolio of high-growth technology companies. The company was founded by Clay Corman and Jim Corman and is headquartered in Opelika, AL.

Pacific Architects & Engineers, Inc. provides integrated services to support missions. It offers defense support services specializing in aviation and ground vehicle maintenance at various levels, including aerospace ground equipment and precision measurement equipment, exercise/event planning, staging and life support. The company was founded by Edward A. Shay in 1955 and is headquartered in Arlington, VA.

Global Data Consortium, Inc. engages in the provision of digital identity verification solutions. It offers consumer identity, contact information, and age verification solutions. It serves fintech, iGaming, and Regtech industries. The company was founded by William R. Spruill and Charles Gaddy in 2011 and is headquartered in Raleigh, NC.

Detalus Advisors LLC (Detalus) is an independent registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Steven Rull and Joseph Garea in 2001 as Hancock Investment Advisors LLC. They were formerly owned by Manchester Holdings, Inc. Detalus provides financial advisory services to individuals, families, businesses, and nonprofit organizations.