Sean Flinn

Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

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. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of 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 their clients.

Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector.

Rice, Voelker LLC is a broker/dealer headquartered in Covington, Louisiana. The firm serves customers such as hedge funds. They specialize in private placements. The firm was funded in 1995.

CentraLite Systems, Inc. designs and supplies home automation and security products. Its products include 3-Series Devices, Azela Devices, Entrexx, JetStream and Elegance. The firm’s products allow homeowners to control lamps, lights, thermostats, and appliances at the touch of a button, increasing comfort and reducing energy costs. The company was founded by James B. Busby and James L. Busby in 1997 and is headquartered in Mobile, AL.

CytoViva, Inc. provides optical microscopy-imaging systems. Its products include hyperspectral micropscopy, enhanced darkfield micropscopy and three dimensional enhanced darkfield microscopy. The company was founded by Samuel M. Lawrence and John O. Lawrence in 2005 and is headquartered in Auburn, AL.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

Founded in 1987, Johnson Rice & Co. LLC is an institutional research and brokerage firm located in New Orleans, Louisiana. In 1991, the firm began offering investment banking services. Johnson Rice & Co. focuses primarily on the energy and specialty retail sectors

B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Barfield, Murphy, Shank & Smith engages in the provision of accounting, auditing, estate planning, business consulting and retirement fund services. The firm serves the architectural and engineering; construction; credit unions; healthcare, and real estate industries. The company was founded in 1991 by Keith Barfield, Don Murphy and John Shank and is headquartered in Birmingham, AL.

Alderman & Co. Consulting LLC provides management consulting and investment banking services to the aerospace and defense industry. The company was founded by William H. Alderman and is headquartered in Danbury, CT.

Endeavor Global, Inc. is an Venture Capital firm founded in 1997 by Linda Rottenberg, Casares wenceslao and Peter B.Kellner. The firm is headquartered in New York.

Whiterock Capital LLC (Whiterock Capital) is a private equity/venture capital firm founded in 1998 by Lane W. Pennington and Shawn T. Walsh. The firm is headquartered in Tulsa, Oklahoma.

The Institute of Electrical & Electronics Engineers, Inc. is a non-profit organization that owns and operates technical professional association. It provides membership and services, societies and communities support, publication services, and conferences and events. The company was founded in 1884 and is headquartered in New York, NY.

The Johnny Rockets Group, Inc. owns and operates restaurants. Its products include shakes and floats, hamburgers, philly cheese steak, salads, starters, rocket kid meals, and beverages. The company was founded by Ronn Teitelbaum on June 6, 1986 and is headquartered in Wilbraham, MA.

The International Society of Automation operates as an international, nonprofit, educational organization that promotes the advancement in the theory, design, manufacture, and use of sensors. The non-profit company is based in Durham, NC and has subsidiaries in the United States.

Audubon Engineering Co. LLC provides engineering consulting services with expertise in process design, detail engineering, automation and project management in the upstream, midstream and downstream markets. It offers the advantage of single-source efficiency throughout the entire project and along the entire vertical, from the wellhead to the refinery. The company was founded in 1997 by Ryan Hanemann, Robert Rosamond and J. Denis Taylor and is headquartered in Houston, TX.

Highland Associates, Inc. is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by Charles Perry, William Mills and William Terry in 1987 specifically to assist not-for-profit healthcare institutions in the development, implementation, and maintenance of treasury and investment management programs. In 2019, they became a subsidiary of Regions Bank, which is a wholly-owned subsidiary of Regions Financial Corp. (NYSE: RF). Highland Associates provides investment advice to institutional investors such as endowments/foundations, pensions, non-profit operating entities, as well as high net-worth individuals.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

The National Association of Certified Valuators & Analysts (NACVA) is a professional association that provides training from leading experts in consulting fields such as business valuation, financial litigation forensics, business fraud, and mergers and acquisitions. The non-profit company is based in Salt Lake City, UT. NACVA's recognized CVA designation is the most widely recognized business valuation credential and the only business valuation credential accredited by the National Commission for Certifying Agencies (NCCA). The certification process consists of a five-hour proctored exam and a case study. NACVA offers a range of support services, reference materials, software, and customized databases to enhance the professional capabilities and capacities of its members. The CEO of the company is Parnell Black.

The American Society for the Prevention of Cruelty to Animals operates as a non-profit organization that promotes humane principles, prevents cruelty, and alleviates pain, fear and suffering of animals through nationwide information, awareness and advocacy. The company was founded by Henry Bergh on April 10, 1866 and is headquartered in New York City, NY.

Resource Environmental Solutions LLC provides ecological offsets to local government and corporate clients. The firm offers restoration and maintenance of wetlands, streams, and habitats. It supplies species of native coastal grasses and plants, such as giant cut grass, black mangrove, seaoats, and marshlay cordgrass. The company was founded in 2007 and is headquartered in Baton Rouge, LA.