Nicole Burchfield

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.

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.

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.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

Founded in 2001 by Govan White, Covenant Capital Group is a real estate private equity fund located in Nashville, Tennessee

Loyalty Express LLC customizes, automates, and manages retention marketing programs. Its solutions include CustomerManager a complete customer relationship management solution and marketing service with integrated email, direct mail and print fulfillment, MarketingCentral a private-label store that delivers complaint and branded sales collateral. The company was founded by Mary Beth Doyle and Jeff Doyle in 2004 and is headquartered in Woburn, MA.

Precision Solutions is a private company based in Dallas, TX, founded in 2001 by Colin Campbell. The company specializes in providing business professionals with data and facts to make informed decisions that drive return on investment. Precision Solutions builds long-term partnerships with clients based on trust and mutual goals. The company takes Big Data and turns it into actionable insights for client partners, helping B2B suppliers, distributors, and wholesalers uncover growth opportunities, increase revenue, and maximize margin. Precision Solutions' B2B industry experts span across Cleaning & Hygiene, Medical-Surgical, Industrial, Office Supply, and more. The CEO is Brett Friedman.

Healthfuse LLC is a company that provides revenue cycle vendor management services to over 150 hospitals and health systems. The company is based in Milwaukee, WI. The company offers an automated auditing solution for hospital account collection that operates 24/7 to improve the efficiency of vendor functions and processes. Healthfuse guides hospitals and health systems in creating a sustainable revenue cycle vendor structure that increases outputs and saves money. Healthfuse was founded in 2011 by Nick Fricano, Jon Myhre, and Mike Zimmerman, with Nick Fricano serving as the CEO since then.

Collect Rx, Inc. provides revenue cycle management services in health sector. It provides services to hospitals, ambulatory surgical centers, physicians, and other health care providers to maximize reimbursements on out-of-network bills. The company is headquartered in Bethesda, MD.

Telehealth Solution, Inc. develops telemedicine technology device. It serves hospitals and senior living. The company was founded by Waseem Ghannan and Jason Perlman and is headquartered in Charlotte, NC.

The Retirement Systems of Alabama (RSA) is the administrator of the pension fund for employees of the State of Alabama. The firm is headquartered in Montgomery, Alabama. RSA administers pension and other benefits to most public employees in Alabama.

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.

EquityMetrix LLC provides revenue recovery, land data management, and land data assurance services. It specializes in revenue recovery, land data management, and land data assurance. The firm offers a proprietary technology to detect anomalies and look for missing data. It also operates a cloud-based data warehouse that combines image processing, machine learning, spatial processing, and data mining. The company was founded by Thomas J. Agnew and Frank Del Agnew in 2003 and is headquartered in Dallas, TX.

Arcspring is a private equity firm. The American company was founded by Simon Angove and Duncan B. Angove, with Duncan B. Angove serving as CEO since incorporation.

Source Capital LLC (Source Capital) is a private equity firm founded in 2002 by Thomas S. Harbin and Katherine Harbin Clammer. The firm is headquartered in Atlanta, Georgia.

Eastside Partners LLC is a venture capital firm founded in 2005 by Emerson Fann and Jay C. Horgen. The firm is headquartered in Huntsville, Alabama.

Select Energy Services LLC operates as an oil and gas service company. The firm offers water solutions and environmental, well completions & intervention and facilities construction & engineering services. The company was founded in 2008 and is headquartered in Houston, TX.

McKinney Capital LLC (McKinney Capital) is a private equity firm founded in 2010 by Danny McKinney. The firm is headquartered in Birmingham, Alabama.

Healthcare Growth Partners LLC provides strategic consulting and investment banking services. It offers strategic advisory services, buy-side advisory, sell-side advisory, capital advisory services, and valuations. The company was founded by Jonathan Phillips in 2005 and is headquartered in Elmhurst, IL.

The Martin Cos LLC (Martin Ventures) is a venture capital firm founded in 2007 by Charles N. Martin JR. The firm is headquartered in Nashville, Tennessee.

Dobbs Management Service /Private Equity/ (Dobbs Management) is a private equity subsidiary of Dobbs Management Service LLC founded in 1920. The firm is headquartered in Memphis, Tennessee.

Founded in 2009, IBERIA Financial Services LLC is a broker/dealer located in Lafayette, Louisiana. The firm is a wholly-owned subsidiary of IBERIABANK Corp. (NasdaqGS: IBKC). The firm offers securities and other financial products to IBERIABANK Corp.'s clients' needs. Through their own subsidiary, Finesco LLC, IBERIA Financial Services offers insurance premium financing to retailers and other commercial customers.

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.

Wellvana San Antonio LLC creates a clinically integrated network that includes collaborating independent physicians. It provides professional services, infrastructure, technology tools and other resources to enhance management of participating clinical practices. The company was founded by Charlie Martin, Saleh Jaafar, Devin C. Carty, Michael Platek and Jairo Melo in 2018 and is headquartered in Nashville, TX.

Arlington Capital Advisors LLC (Arlington Capital) is a private equity firm headquartered in Alabama, US.

Carmel Capital Partners LLC (Carmel) is a holding firm, SEC-registered investment advisor, and hedge fund manager headquartered in San Diego, California. The firm was founded by Russell Silberstein and Anthony Josephson in 2002. Carmel offers investment advisory services to private investment funds and special purpose vehicles, high-net worth individuals, pension and profit-sharing plans, trusts, estates, and corporations. They also provide sub-advisory investment services to an outside, independent registered investment advisor.

TruWealth Advisors LLC (TruWealth) is a SEC-registered investment advisor and wealth management firm headquartered in Metairie, Louisiana. The firm was founded by Charles Simmons in 2020 and is a subsidiary of TruWealth Holdings LLC. TruWealth offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities, and pension and profit-sharing plan sponsors.

Texas Scottish Rite Hospital for Children provides healthcare services. It offers pediatric orthopedics, dyslexia and other medical services. The company was founded in 1921 and is headquartered in Dallas, TX.

Banyan Capital Management, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Gary Watkins in 1987. They provide investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, or charitable organizations and corporations or other business entities.

ReadiVet PA engages in the provision of veterinary services. The firm offers puppy and kitten care plans. The company was founded by Landon Lawson and Aidan Anders in 2018 and is headquartered in Dallas, TX.