Philip Ratliff

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.

United Surgical Partners International, Inc. owns and manages ambulatory surgical facilities. It operates short-stay surgical facilities which are licensed as ambulatory surgery centers, specialty hospitals, and hospitals. The company was founded by Donald Steen in February 1998 and is headquartered in Addison, TX.

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.

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.

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.

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.

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.

Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China.

Arlington Partners LLC is a SEC-registered investment advisor and multi-family office headquartered in Birmingham, Alabama. The firm was founded by Kenneth Polk in 1998 and is owned by Arlington Holdings LLC. Arlington Partners offers family office services to multigenerational families of significant net worth.

Park Place Capital Corp. is a SEC-registered investment advisor headquartered in Homewood, Alabama. The firm was founded in 1988 and formerly known as Nashville Capital Corp. They are a wholly owned subsidiary of Renasant Bank, owned by Renasant Corp. (NYSE: RNST). Park Place Capital manages assets for institutional, mutual funds, and individual investors.

NCP Management Holdings, Inc. (New Capital Partners) is a private equity firm founded in 2001 by Jim Little and James Outland. The firm is headquartered in Birmingham, Alabama.

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.

Vaco LLC provides staffing services. The firm offers consulting, executive search, permanent placement, strategic staffing and corporate relocation services. It serves to the technology, manufacturing, retail consumer, energy and utilities, and financial services industries. The company was founded by Jerry D. Bostelman, Brian Waller and Jay Hollomon in 2002 and is headquartered in Brentwood, TN.

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.

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

Innovation Depot Inc (Innovation Depot) is a venture capital firm founded in 1987. The firm is headquartered in Birmingham, Alabama.

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.

Liaoning Yisheng Biopharmaceutical Co., Ltd. operates as biopharmaceutical company. It focuses on the research, development, manufacturing and sales and marketing of immunological and vaccine products. The company is headquartered in Beijing, China.

Part of Oneascent Holdings LLC, OneAscent Investment Solutions LLC is a company that offers a values-aligned approach to planning, investments, and stewardship. The company is based in Birmingham, AL. The company serves faith-driven individuals, families, and organizations.

BMSS Wesson Wealth Solutions LLC is a registered investment advisor based in Birmingham, AL. The private company aligns values with the big picture perspective, brings clarity to decision making, and chooses the right path for their clients. The company offers expertise and education to help their clients make intentional decisions and achieve intentional results. Mark A. Wesson has been the CEO of the company since 2015.

EverSource Wealth Advisors LLC (EverSource) is an independent, SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by Mark Wesson and Don Murphy in 2017. EverSource provides wealth management services, which includes investment advisory, financial planning, and consulting services to individuals, families, estates and trusts, charitable foundations, institutions, broker/dealers, retirement plans, IARs and other Registered Investment Advisor firms.

New York Bay Capital LLC is an investment bank based in New York. The American company specializes in serving clients in various industries such as hotels, resorts, fintech, film production, e-commerce, food, optical fiber, power plants, fintech, virtual reality, and cannabis sectors. Founded in 2013, the firm offers financial advisory services for mergers, acquisitions, capital raising, and corporate restructuring.

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.

Landing Platform LLC engages in the leasing of fully-finished urban apartments. Its amenities, including an on-call concierge service, all managed through a seamless app experience. The company was founded by William Ira Smith and is headquartered in Birmingham, AL.

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.

The Citizens National Bank of Meridian (Investment Management) (dba CNB Wealth Management) is the investment management division of The Citizens National Bank of Meridian, a community bank headquartered in Meridian, Mississippi. The firm is owned by Citizens National Banc Corp. CNB Wealth Management manages and administers the assets of wealthy clients.

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.

Yishengbio Co., Ltd. is an investment holding company that engages in the research and development, manufacture, and sale of vaccines and therapeutic biologics for infectious diseases and cancer. It focuses on the PIKA immunomodulation technology platform and production, sale of YSJA rabies vaccine. Its geographical segment include Mainland China, and other countries. The company was founded by Yi Zhang on November 16, 2020 and is headquartered in China.