Kip Reed Caffey

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.

Cary Street Partners LLC (Broker) (Cary Street Partners-Broker) is the brokerage arm of Cary Street Partners LLC, a wealth management firm headquartered in Austin, Texas. The firm was founded in 2002 by Mark M. Gambill and Thomas H. Tullidge Jr. They are a subsidiary of Carnegie Capital Asset Management LLC. Cary Street Partners-Broker offers brokerage services to individuals, families and institutions.

Cary Street Partners LLC provides wealth management and investment banking services. It offers research & portfolio advisory, financial planning, insurance & estate planning and investment banking services. The company was founded by Mark M. Gambill and Thomas H. Tullidge Jr. in 2002 and is headquartered in Richmond, VA.

Caribou Coffee Co., Inc. owns and operates coffee shops. It offers products to grocery stores, mass merchandisers, club stores, office coffee and foodservice providers, hotels, entertainment venues and e-commerce channels. The firm operates through three segments: Retail, Commercial and Franchise. The company was founded in 1992 and is headquartered in Minneapolis, MN.

Cary Street Partners Investment Advisory LLC (Cary Street Partners) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2003 and is a wholly-owned subsidiary of Cary Street Partners Financial LLC (formerly Luxon Financial LLC). Cary Street Partners provides individualized non-discretionary and discretionary advisory services to individuals, pension or profit-sharing plans, trusts, estates or non-profit organizations, corporations or other business entities and governmental entities, educational institutions, as well as banks or thrift institutions.

Resurgent Financial Advisors LLC (Resurgent) is an independent registered investment advisor headquartered in Atlanta, Georgia. The firm is primarily owned by Kip Caffey and Invergarry Holdings LP. Resurgent offers a variety of advisory services, such as financial planning, investment management, analysis, evaluation and monitoring to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities.