Lauren Bates

The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries.

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.

Founded by Geoffrey Mavar in 2003, Chickasaw Capital Management LLC is a registered investment advisor located in Memphis, Tennessee. The firm provides investment management services to institutions, high net-worth individuals and the MainGate MLP Fund, an open end mutual fund.

Aidin, Inc. operates as a web-based post discharge care providers referral platform. It collects hard data about how well post-acute providers perform and present information to patients. The firm helps to track previous patient reviews. The company was founded by Janan Rajeevikaran, Russell Graney and Michael Galbo in 2011 and is headquartered in New York, NY.

Clayton Associates LLC (Clayton Associates) is a venture capital firm founded in 1996 by Stuart C. McWhorter and R. Clayton McWhorter. The firm is headquartered in Brentwood, Tennessee.

Landmark Advisors LLC is a fund of hedge funds manager headquartered in New York City. The firm provides investment advice to various fund of hedge funds.

Blue Equity LLC (Blue Equity) is an independent private equity firm founded in 2004 by Jonathan S. Blue. The firm is headquartered in Louisville, Kentucky.

BCR Wealth Strategies LLC is an independent, SEC-registered investment advisor headquartered in Vestavia, Alabama. The firm was founded in 1995and formerly known as Berk Cleveland Rathmell Wealth Strategies LLC. BCR Wealth Strategies provides financial planning, consulting and investment management services to individuals, pension and profit-sharing plans, trust estates, charitable organizations, corporations and business entities.

Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Wells Fargo International Banking Corp. is a company that provides international trade financing. The company is based in Charlotte, NC.

GoBrands, Inc. provides online platform for on-demand retail and delivery of range of products from college essentials, party supplies, and smoking accessories to snacks, frozen foods, and household essentials. The company was founded by Yakir Gola and Rafael Ilishayev in 2013 and is headquartered in Philadelphia, PA.

Angel Investor Management Group LLC (AIM Group) is a venture capital firm founded in 2011 by Clay Corman and Jim Corman. The firm is headquartered in Opelika, Alabama.

Simmons Bank (Investment Management) (SB-IM) is the investment management division of Simmons Bank, a community bank headquartered in Pine Bluff, Arkansas. SB-IM provides investment services, retirement planning, insurance planning and estate planning to various types of clients.

Enable Dental, Inc. specializes in mobile on-site dentistry administrative services. The company was founded in 2017 and is headquartered in Austin, TX.

Lorimer Ventures LLC (Lorimer Ventures) is a venture capital firm founded in 2019 by Pete Schork and Stephan Cizma. The firm is headquartered in New York.

Intrinsic Brands, Inc. is a company that provides consumer health products to millions of people. The company is based in Spokane, WA. The company acquires and expand real-world OTC women's health brands through increased marketing capabilities, new sales channels, and portfolio innovation. Intrinsic is led by consumer health experts with deep experience in building and growing CPG brands across all online and offline channels, with special expertise on Amazon. The company was founded by Yadin Shemmer, and Yadin Shemmer has been the CEO since incorporation. The company is an ecommerce acquisition and growth platform that focuses on digital-first health and wellness brands.

Eagle Bluffs Wealth Management LLC (Eagle Bluffs) is an independent registered investment advisor headquartered in Columbia, Missouri. The firm was founded by Nicholas J. Thurwanger in 2019. Eagle Bluffs offers investment advisory services to individuals, families trusts, estates, foundations and businesses.