Thomas Jerry Harris

Victor Technologies Group, Inc. is a designer, manufacturer and supplier of cutting, welding and gas control equipment used in various fabrication, construction and manufacturing operations around the world. Its products are used in a wide variety of applications and industries, where steel is cut and welded, including steel fabrication, manufacturing of transportation and mining equipment, many types of construction such as offshore oil and gas rigs, repair and maintenance of manufacturing equipment and facilities and shipbuilding. The firm designs, manufactures and sells products in categories that include gas equipment; plasma power supplies, torches and consumable parts; carbon arc gouging products; welding equipment; arc accessories, including torches, consumable parts and accessories; and filler metals and hardfacing alloys. The company markets its products under a portfolio of brands that includes Victor, Victor Thermal Dynamics, Victor Arcair, Victor Turbo Torch, Tweco, Thermal Arc, Stoody, Firepower and Cigweld. Victor Technologies Group was founded on August 8, 1987 and is headquartered in Chesterfield, MO.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Leavell Investment Management, Inc. (Leavell) is an independent registered investment adviser headquartered in Mobile, Alabama. The firm was founded by Thomas Leavell in 1979 as T. Leavell & Associates, Inc. Leavell provides customized investment management services to individuals, families, and businesses, trusts, estates, pension and profit-sharing plans, 401(k) plans, endowments and foundations, and two registered no-load mutual funds.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

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.

Regions Bank provides consumer and commercial banking, wealth management, mortgage, and insurance products and services. The company is headquartered in Birmingham, AL.

Oakworth Capital Bank provides commercial banking, wealth management and private banking services to businesses, families and individuals. The company was founded in 2008 and is headquartered in Birmingham, AL.

Union Bancaire Privée, UBP SA (UBP) is the private banking subsidiary of CBI Holding SA in Switzerland. Headquartered in Geneva, the firm was founded in 1969 by Edgar de Picciotto as Compagnie de Banque et d'Investissements (CBI). They merged with TDB-American Express Bank to create Union Bancaire Privée SA in 1990 and in 2011 acquired the Swiss wealth management subsidiary of ABN AMRO. UBP is an asset management specialist which provides wealth management services for private and institutional clients.

Pepsi-Cola North America manufactures and markets beverage products. It offers soft drinks, bottled waters, iced teas, juices, and sports drinks. The company is headquartered in Purchase, NY

Truflo International Plc manufactures valves, instruments and related flow control products. Its products are used in hostile environments and severe service applications, whether for major projects or maintenance, repair and overhaul (MRO). The company was founded in 1920 and is headquartered in Birmingham, The United Kingdom.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

InsBank, Inc. operates as a state chartered commercial bank. It offers commercial lending, treasury management, and private client group services. The company was founded in 2000 is headquartered in Nashville, TN.

ExxonMobil Oil Corp. operates gas stations and produces petroleum related products. The company was founded on August 24, 1959 and is headquartered in The Woodlands, TX.

Noesis Capital Management Corp. (Noesis) is a registered investment advisor and wealth management firm headquartered in Boca Raton, Florida. The firm was founded by Nicolaas “Nico” Letschert and Jeremiah “Jerrry” Spitzberg in 1995 and is a subsidiary of Noesis International Holdings, Inc. Noesis offers investment advisory services to individuals, including high net worth individuals, pensions and profit-sharing plans, charitable organizations, trusts and estates, corporations, and institutions as well as foreign clients.

Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients.

Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander.

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.

National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means.

Surgical Care Affiliates LLC owns and operates hospitals and surgical centers. It provides solutions to physicians, health systems and payors to optimize surgical care. It operates ambulatory surgery centers, surgical hospitals and one sleep center. The company was founded by Joel C. Gordon in 2007 and is headquartered in Birmingham, AL.

The Institute of Internal Auditors is an international professional association that serves over 235,000 members and has awarded more than 190,000 certified internal auditor (CIA) certifications worldwide. The non-profit company is based in Lake Mary, USA and has subsidiaries in more than 170 countries and territories. Established in 1941, the IIA is recognized throughout the world as the internal audit profession's leader in standards, certifications, education, research, and technical guidance. Anthony J. Pugliese has been the CEO of the American company since 2021.