David Hathaway

Sterling Capital Management LLC (SCM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970. They were acquired in 2024 by Guardian Capital LLC, which is ultimately owned by Guardian Capital Group Ltd. (TSX: GCG) in Canada. SCM manages customized investment portfolios, provides asset allocation analysis, and offers other investment-related services to affluent individuals and businesses.

Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.

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.

Jackson Hole Capital Partners LLC (Jackson Hole Capital) is a SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded in 2016 by Channing Smith and John Hastings. They are owned by Vast Bank, N.A., which in turn is a subsidiary of Tulsa Valley Bancshares Corp. Jackson Hole Capital provides investment advice on a discretionary basis to individuals, including high net-worth, investment companies, pension and profit-sharing plans, family offices, trusts, estates charitable organizations, corporations and other business entities.