Brad Rollins

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Pre-Paid Legal Services, Inc. provides legal services. It offers direct sales and network marketing. The company was founded by Harland Cecil Stonecipher in 1972 and is headquartered in Ada, OK.

The Reynolds & Reynolds Co. develops and supports software for automotive retailers. It offers accounting and HR, dealer, parts, and dealership services. The company was founded by Lucius D. Reynolds and James R. Gardner in 1866 and is headquartered in Dayton, OH.

The Missouri State Employees' Retirement System (MOSERS), established September 1, 1957, administers retirement, life insurance and long-term disability benefits to most state employees, including members of the Missouri General Assembly, elected state officials, judges and administrative law judges and legal advisors. Their headquarters are in Jefferson City, Missouri.

UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients.

Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.

Enterprise Bank & Trust Co. operates as state chartered commercial bank. It offers checking accounts, savings accounts, student accounts, personal and business loans, retirement plans, and mortgages. The firm also provides cash management, wealth management, insurance, and mobile and online banking services. It serves businesses, professionals, non-profits and individuals. The company was founded by George L. Duncan in 1988 and is headquartered in Lowell, MA.

Natural Gas Partners LLC (NGP) is a private equity firm, a subsidiary of NGP Energy Capital Management, LLC founded in 1988 by David Russell Albin and Kenneth Alfredo Hersh. The firm is headquartered in Dallas, Texas.

Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

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.

Founded in 1987, Johnson Rice & Co. LLC is an institutional research and brokerage firm located in New Orleans, Louisiana. In 1991, the firm began offering investment banking services. Johnson Rice & Co. focuses primarily on the energy and specialty retail sectors

Part of Holland & Knight LLP, Thompson & Knight LLP is a full-service law firm that provides legal solutions to clients and communities around the world. The company is based in Dallas, TX. Established in 1887, Thompson & Knight has approximately 300 attorneys and has been recognized in the Best Lawyers in ® for 10 consecutive years. Thompson & Knight was acquired by Holland & Knight LLP on August 01, 2021.

Colt International LLC provides fuel and aviation consulting services. The firm offers fuel services, trip support and, risk management, online tools and aviation insurance. The company was founded in 1999 and is headquartered in Webster, TX.

Keel Point LLC is a SEC-registered investment advisor headquartered in Huntsville, Alabama. The firm was founded by David Parks and Robert Brooks in 1998 by Robert Mayes as Blue Creek Investment Partners LLC. They are a subsidiary of Keel Point Partners LLC. Keel Point provides financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals.

Plancorp LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded by Jeffrey Buckner in 1983 as FFG Plancorp, Inc. and adopted the name Plancorp in 1985. Plancorp provides asset management, financial planning, retirement plan advisors and consulting services, and institutional investment services to individuals, trusts, estates, charitable organizations and corporations and/or other business entities.

Part of Superior Oil & Gas Co., Williams Equipment Co. supplies oil and gas field equipment. The company is based in Oklahoma City, OK. Williams Equipment was acquired by Superior Oil & Gas Co. on March 15, 2006.

Founded in 1946, the Public School Retirement System of Missouri is a pension fund administered in Jefferson City, Missouri. The fund provides service, retirement, disability, and survivor benefits for more than 130,000 active members and over 63,000 retired Missouri public school teachers, school employees and their families.

NGL Crude Logistics LLC provides physical distribution, merchandising and trading services. The company was founded on April 24, 2002 and is headquartered in Houston, TX.

XXEC, Inc., do-business-as Fredric E. Russell Investment Management Co. (FERIMC), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma with additional office in Aspen, Colorado. The firm was founded by Fredric Russell in 1987. FERIMC manages individual accounts, Individual Retirement Accounts (IRAs), trust accounts, and self-directed 401(k) accounts for high-net worth individuals.

Avansic, Inc. provides digital forensics services to the business and legal communities. The firm offers e-discovery and digital forensics services to attorneys, litigation support teams and business communities across the nation. It has offices in Dallas, Houston, Little Rock, New Orleans, St. Louis and Tulsa. The company was founded in 2004 by Gavin W. Manes and is headquartered in Tulsa, OK.

National Advisors Trust Co. operates as a nationally chartered commercial bank. The private company is based in Kansas City, MO and has subsidiaries in the United States. James A. Combs has been the CEO of the company since 2013.

Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC.

Monte Cassino School, Inc.operates as a catholic elementary and middle school. It offers educational services and athletics activities. The company was founded in 1926 and is headquartered in Tulsa, OK.

XY Planning Network LLC provides financial advisors services. The firm’s compliance services include initial registration and paid services and compliance coaching services. The company was founded by Michael Ernest Kitces and Robert Alan Moore in 2014 and is headquartered in Bozeman, MT.

AdvicePay, Inc. operates a payment processing platform built specifically for financial advisors. Its features include subscription billing, one-time payments, accept ach and credit cards, comply with custody regulations, and advisory and client portal. The company was founded by Robert Alan Moore and Michael Ernest Kitces in 2016 and is headquartered in Bozeman, MT.

Edge Natural Resources LLC (Edge Natural Resources) is an independent private equity firm founded in the year 2015 by Roy Aneed, Jesse Bomer, Oscar Pate & Stacie Moore. The firm is Headquartered in Texas.