Matt Stephani

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.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Phoenix Capital Group LLC provides one-stop transportation services. Its services include freight and non-recourse freight factoring, fuel card programs, load board, and equipment financing. The company was founded by Craig Berry in 2001 and is headquartered in Phoenix, AZ.

Great Companies, LLC. (GC) is a registered investment adviser located in Clearwater, Florida. Their services include managing mutual funds, individually managed accounts, institutional investment management, wrap-fee programs, variable annuities, and life products. The firm is a subsidiary of AEGON USA Investment Management, Inc., which is a subsidiary of AEGON NV (NYSE: AEG).