Also named here, with no published line of their own (reach them through the firm): WW Caruth III (CO-TRUSTEE), D Harold Byrd III (CO-TRUSTEE), Sandra Estess (CO-TRUSTEE), Timothy R Vaughan (CO-TRUSTEE), Alan J Perkins (CO-TRUSTEE).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan