David A. Willis

USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH.

EverWatch Capital is a private equity subsidiary of EverWatch Financial Inc. founded in 2004 by Frohman Anderson and Matt Womble. The firm is headquartered in Greenwich, Florida.

Pariveda Solutions, Inc. engages in the provision of information technology consulting services. It delivers both consulting services and technical solutions where systems interface with people and with other systems. The firm also offers customer relationship management, enterprise integration, and software services. The company was founded by Bruce Ballengee and John Humphrey in 2003 and is headquartered in Dallas, TX.

Hitachi Consulting Corp. provides business and Information Technology consulting services to the aerospace, communications, industrial and financial sectors. It offers solutions for strategy, organization, business intelligence, performance management, corporate management, strategic technologies and outsourced product development. The company was founded in 2000 and is headquartered in Dallas, TX.

Hillard Heintze LLC engages in the provision of strategic security services and investigations. Its services include security risk management and law enforcement consulting services. The company was founded by Arnette F. Heintze and Terry Hillard on June 6, 1968 and is headquartered in Chicago, IL.

Martin & Co. engages in rental, leasing and property management business. It issues various certifications, standards, and guidelines for the security profession. The company was founded in 1955 and is headquartered in Alexandria, VA.

Ivanhoe Capital Corp. provides provision of venture capital, project financing and related financial services for a roster of international business enterprises. The company was founded by Robert M. Friedland in 1987 and is headquartered in Singapore.

Crestline Investors, Inc (Crestline Investors) is a private equity firm founded in 1997 by Douglas Bratton. The firm is headquartered in Fort Worth, Texas.

MCR LLC provides integrated program management services. It offers strategic planning, cost and schedule analysis, acquisition management, and program assessment solutions to government and commercial clients. The company was founded in 1977 and is headquartered in McLean, VA.

Bratton Capital Management LP (BCM) is a wealth management firm headquartered in Fort Worth, Texas. The firm subsidiary of Bratton Capital, Inc. BCM provides investment advisory and management services to their clients.

Crestline Canada, Inc. operates as alternative investment management firm. The company was founded on July 27, 2009 and is headquartered in Toronto, Canada.

Cl Life & Annuity Insurance Co. is an American company that provides insurance products for retirement assets, with a focus on stable growth, tax deferral, and income planning. The company is based in Fort Worth, TX. The company's mission is to offer competitive products that meet the financial goals of policyholders, investing in assets to generate strong returns and secure their future. Cl Life is an affiliate of Crestline Investors, Inc., an institutional investment management firm with approximately $15.40 billion in assets under management. Cl Life & Annuity Insurance was acquired by Crestline Investors, Inc. on August 11, 2022.

Founded in 1993, Kelly Capital is a private equity firm headquartered in San Diego, California

Oxford Financial Group Ltd. (Oxford) is a privately-held investment advisory firm headquartered in Carmel, Indiana. The firm was founded by Jeffrey H. Thomasson in 1981. Oxford provides a wide array of investment advisory services to families and institutions alike. Family clients span the range from individuals to multi-generational families. Their institutional clients include foundations, endowments and retirement plans.

Rady Asset Management LLC is an independent hedge fund manager headquartered in La Jolla, California. The firm was founded by Harry M. Rady in 1995. They provide investment management services to high net worth investors.

Part of Hilltop Holdings, Inc., Barre & Co., Inc. is a professional tax and accounting firm based in Union, NJ. The company offers a range of services, including assurance and advisory services, accounting, estate and trust planning, and tax preparation. Barre & Co. primarily services school districts, charter schools, litigation services, business valuations, non-profit, and other businesses or organizations in the greater metropolitan area. The company has been providing tax and audit services for over 30 years and has a 99.9% customer satisfaction rate. Barre & Co. was acquired by SWS Group, Inc. on March 27, 1995.