Richard A. Bennett

MainLine Management LLC provides transportation, terminal and storage services. It engages in the transportation, terminal, and storage of refined petroleum products for integrated oil companies, refined marketing companies, and end users of petroleum. The company is headquartered in Emmaus, PA.

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Kelso & Co LP (Kelso) is a private equity firm is founded in 1971 by Louis Kelso. The firm is headquartered in New York, US.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Renfro Corp. engages in designing, manufacturing, and marketing socks and legwear products. It offers socks for men, women, boys, girls, toddlers, and infants. The company was founded in 1921 and is headquartered in Mount Airy, NC.

Wilton Re Ltd. provides insurance and reinsurance services. It specializes in the acquisition of in force life insurance and annuities as well as with assisting life insurance clients with product development, underwriting and new business strategies. The company was founded in 2004 and is headquartered in Norwalk, CT.

Bank Leumi USA engages in the provision of commercial and international banking services to large and midsized corporations. The company was founded in 1954 and is headquartered in New York, NY.

Augusta Sportswear, Inc. manufactures sports apparel, uniforms and accessories. It offers apparel for toddlers, bands, baseball, softball, ladies' softball, basketball, bowling, cheer, ladies' volleyball, men's volleyball, and yoga. The company also offers accessories, aprons, dancewear, fan wear, fleece, outerwear, warm-ups, hoodies and pullovers, training tops, training bottoms, and closeouts. It offers its products for adults, youth, ladies and girls. The company was founded in 1977 and is headquartered in Augusta, GA.

LRI Holdings, Inc. owns and operates full-service casual dining restaurants. The firm provides services through its subsidiary Logan's Roadhouse, which is a casual dining steakhouse offering seasoned aged steaks and sizzling southern-inspired dishes in a roadhouse atmosphere. The company is headquartered in Nashville, TN.

Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.

Part of Citigroup, Inc., Citi Global Wealth Management provides wealth management services. The company is based in New York, NY.

Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, which is owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant provides comprehensive financial advice and services to individuals, families, and businesses across the nation.

Oceana Therapeutics, Inc. manufactures pharmaceuticals and medical devices. It develops and commercializes therapeutics with a focus on colorectal, gastroenterology, and urological diseases. The firm provides Deflux that is used for the treatment of Vesicoureteral reflux, urological conditions and Solesta which is used for the treatment of fecal incontinence. The company was founded in 2008 and is headquartered in Edison, NJ.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).

Beaird Harris Wealth Management LLC (Beaird Harris) is an independent registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Patrick C. Beaird in 1996. Beaird Harris provides a variety of investment advisory and financial planning services to individuals, high net worth individuals, pension, 401(K) and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

SCMI, Inc. provides investment advisory services. The company is headquartered in Rockford, IL.

Steward Partners Holdings LLC operates as a partnership and investment holdings company. The company was founded by Mike Maurer in 2013 and is headquartered in New York, NY.

Prumentum Group, Inc. provides wealth management services. The firm makes financial planning accessible to everyone irrespective of net worth. The company was founded by Robert Wallace and Marthin de Beer and is headquartered in Los Gatos, CA.

Steward Partners Global Advisory LLC provides wealth management and investment advisory services. It offers advisory services, banking and lending strategies, wealth planning solutions, institutional consulting, and insurance planning, The company is headquartered in Washington, DC.

BrightPlan LLC provides portfolio management and investment advisory services. The firm specializes in financial advice, wealth management, investment management, financial planning and asset management. The company was founded by Marthin de Beer in 2015 and is headquartered in Los Gatos, CA.

Cynosure Group /Private Equity/ (Cynosure Group) is a private equity firm founded in 2014 by Herbert Scruggs, Keith Taylor, and Spencer Eccles. The firm is headquartered in Salt Lake City, Utah.

Part of Kelso & Cos., Inc., Kelso Breathe Investor LP operates as a private equity fund. The company is based in New York, NY.

Maestro Financial Solutions LLC provides administrative family office financial support and accounting services exclusively to ultra-high net worth clients with complex holdings, multi-generational investments, and teams of in-house and external family-office advisors. The company is based in Stamford, CT. The company delivers bespoke, independent financial and family governance solutions to clients. Maestro helps simplify the lives of its clients with highly specialized, administrative family office services delivering analysis and insights. The company was founded by Chris McLaughlin. The CEO is Amjed Saffarini.

Resolute Investment Holdings LLC engages in the provision of investment services. The company is headquartered in Irving, TX.

Premia Holdings Ltd. provides insurance and reinsurance services. The firm offers sourcing, structuring, and servicing run-off business. It manages acquisitions and reinsurance transactions in the global P and C run-off market. The company was founded in 2017 and is headquartered in Hamilton, Bermuda.

Conifer Financial Services LLC provides investment services. It offers innovative solutions, services and technologies. The company was founded in 1989 and is headquartered in San Francisco, CA.