Bill Yancey

MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations.

Wilson-Davis & Co., Inc. provides securities brokerage services. The company was founded in 1968 and is located in Salt Lake City, UT

Part of Potamus Management LLC, Potamus Trading LLC is a company that provides securities brokerage services. The company is based in Boston, MA.

Founded in 1977, Capital Institutional Services, Inc. (CAPIS) is a broker/dealer located in Dallas, Texas. The firm is structured in distinct divisions including sales, trading, research, accounting, operations and compliance which work together to address the diverse needs of both money managers and fund managers. This approach allows CAPIS to present an array of global trading, transition management, commission recapture, independent research and bundled solutions to their clients.

1st Global, Inc. engages in tax-focused wealth management company. The company was is headquartered in Dallas, TX.

AtlasClear, Inc. engages in building a cutting-edge technology enabled financial services firm that would create a more efficient platform for trading, clearing, settlement, and banking of evolving, and innovative financial products with a focus on financial services firms. The company was founded on January 13, 2022 and is headquartered in Tampa, FL.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

VarTec Telecom, Inc. provides local and long-distance telecommunications services to business and residential customers in the US, Canada and Europe. It has its own switching and network infrastructure in the U.S. and Europe. The company was founded by A. Joe Mitchell Jr. in February, 1989 and is located in Carrollton, TX.

American Pad & Paper Co. LLC manufactures and markets paper-based office products. Its products include writing pads, notebooks, filing supplies, retail envelopes, and machine papers. The company was founded in 1888 and is headquartered in Dallas, TX.

Part of Northrop Grumman Corp., Varo, Inc. is a fintech leader that offers premium bank accounts, high-interest savings accounts, and tech-first features to help people save and manage their money more easily. The company is based in Garland, TX. Varo has been granted preliminary approval for a de novo national bank charter by the Office of the Comptroller of the Currency (OCC) and is working to become the first mobile-centric national bank in history. Varo personal loans are offered by Varo Money, Inc., under state licenses, subject to application approval. Varo Money, Inc. was acquired by Litton Industries, Inc. from Imo Industries, Inc. on June 02, 1995.

The Options Clearing Corp. provides equity derivatives clearing services. It provides central counterparty clearing and settlement services to stock exchanges and trading platforms for options, financial futures, security futures and securities lending transactions. The company was founded in 1973 and is headquartered in Chicago, IL.

Fusion Investment Advisors LLC provides investment advice. The private company is based in Dallas, TX. The CEO of the company is Bryce B. Engel.