Phyllis Sekula

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.

Atlantic Investment Management, Inc. (Atlantic) is a SEC-registered investment adviser and alternative investment firm headquartered in New York City. The firm was founded by Alexander J. Roepers in 1988 and is wholly-owned by a trust for the benefit of Alexander J. Roepers and members of his family. Atlantic provides portfolio management services to the Atlantic Funds, which are organized either as US limited partnerships or foreign corporations, and managed accounts for institutional clients.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

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.

Capital Bank Plc provides banking and financial services. Its services include leasing, installment credit, and mortgage services. The company is headquartered in Chester, WA

Veritex Community Bank operates as a state chartered commercial bank. It offers personal banking products and services, such as E-personal checking, personal and now checking, sterling checking, basic savings, preferred money market accounts, health savings accounts, certificates of deposit, individual retirement accounts, ATM services, and online and mobile banking services. The company was founded in 2004 and is headquartered in Dallas, TX.

Investcorp Investment Advisers LLC (IIA) is a SEC-registered investment advisor headquartered in New York City. It was founded in 2005 as part of Investcorp Group, whose primary operating entity is Investcorp Holdings BSC in Bahrain. The firm is a direct, wholly-owned subsidiary of Investcorp International Holdings Inc. (IIHI). IIA offers alternative investment solutions, private equity, and real estate advisory services. The firm provides non-discretionary investment advisory services to institutional investors, and provides discretionary investment management services to pooled investment vehicles or investment vehicles dedicated to a single investor.

First Western Trust Bank is a private banking firm headquartered in Denver, Colorado. The firm was founded by Scott C. Wylie in 2002 and is a subsidiary of First Western Financial, Inc. (NASDAQ: MYFW). First Western Trust offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services.

Watermark Community Church is a non-denominational multi-site church that operates in four campuses. Watermark Community Church is based in Dallas, TX. It provides ministry curriculum and resources to other churches across the country. The church also operates two clinics for uninsured and under-resourced patients. Although services are currently online-only, it normally sees about 20,000 attendees in any given week, including both weekend services and weekday ministries.

With Purpose, Inc. is a technology company that offers a state-of-the-art financial lifestyle app to its members. The private company is based in Dallas, TX. The app provides personalized, aggregated content, market data, and financial insights to help members make better decisions in a challenging economy. The company, called glorifi, is pro-freedom, pro-America, and pro-capitalism. It aims to offer financial services such as credit cards, insurance, mortgages, brokerage, and banking products to empower members to put their money where their values are and preserve the country they believe in. The CEO of the company is Toby R. Neugebauer.

FirstBank engages in the provision of banking services. The firm offers personal and commercial banking, investment solution, insurance services, online services, and mobile banking solutions. The company was founded in 1906 and is headquartered in Nashville, TN.

First Horizon Bank provides commercial banking services. Its offers banking, cash management, borrowing, investment and planning, insuring and inverting, treasury management, financial planning, and executive banking. The company was founded by Frank S. Davis on March 25, 1864 and is headquartered in Memphis, TN.

PNC Managed Account Solutions, Inc. (PNC MAS) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1996 and formerly known as BBVA Wealth Solutions, Inc. They are a wholly owned subsidiary of BBVA USA, which is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC MAS provides investment advisory services for institutional and certain individual clients for taxable and tax exempt accounts and provides fee-based financial planning and advisory services to high net-worth clients comprised primarily of business owners, corporate executives and professionals.