We believe that you deserve a fiduciary relationship based around your goals, a company that embraces technology to simplify your wealth management experience, and a company dedicated to the community where you live

Jamison Private Wealth is a family-owned wealth management firm offering fiduciary, fee-only financial planning, investment, and accounting services to successful individuals, their businesses, and their families. Our clients value continuity, and so do we. We've built the firm on conservative investing principles and a succession plan that ensures that our clients, their children and grandchildren, and their businesses will be taken care of for decades to come.

Established in 1998, Marco Investment Management handles portfolios for both high net worth and Institutional clients. Marco Investment Management seeks to offer the high net worth and institutional client peace of mind through discretionary portfolio management of individual securities.

Alabama Cancer Care is an oncology and hematology practice offering understanding and skilled treatment for a wide range of illnesses. Click to learn more!

KingsMark is an independent, registered financial advisory firm dedicated to guiding prosperous individuals, families, businesses, trusts and non-profit organizations towards insightful and objective decisions that will enrich their lives and the lives of those around them.

Preformed multiple functions in regard to client action items including account transfers, Roth conversions, required minimum distributions, account openings, account closures, withdrawals and deposits. Scheduled new client meetings and served as first point of contact for potential clients. Researched and collected data as needed for Senior Wealth Manager and Chief Investment Officer.

Westplan has invested in more than $2 Billion in real estate since its inception in 1994 with a primary focus on apartments. We have dedicated ourselves to excellence in providing and managing equity investment products for our clients in residential U.S. real estate. We are proud of our proven track record which has contributed to our trusted reputation. We guide and measure our conduct by the following Core Values: • Honesty and Transparency • Consistent and Reliable • Keep our Commitments • Be Present. Be Personable. • Collaboration and Cooperation

FiduciaryVest is an independent, employee-owned investment advisory firm. As such, we provide objective consulting services and advice that is solely in the interests of our clients. We assist our clients in the oversight of 401k and pension plans, non-qualified retirement plans, foundations, endowments and hospital balance sheets. By design, we are free from the influences of any revenue sources other than direct compensation by our clients. We believe that each client has unique investing needs and risk-taking context. We seek to create the overall result that clients will be unattractive defendants to any legal counsel who may consider fiduciary litigation against our clients.

We are a comprehensive wealth management team of experienced advisors who strive to earn our clients' trust for life’s most important decisions. In 2019, we affiliated with one of the South's fastest-growing independent Registered Investment Advisory firms, RFG Advisory, headquartered in Birmingham, AL. Our mission to distinctively serve clients has required us to navigate vastly changing markets alongside of an ever-evolving financial industry. To keep pace, we felt a move from Wall Street to the independent channel of the industry was not only necessary but essential. Clients receive more options and competitive pricing from multiple institutional players across the industry - instead of the offerings of a single firm. This multi-custodial structure is the future of the industry. We Serve: > Individuals & Families > Professionals at their Career Peak > Business Leaders Transitioning to Retirees Services: > Investment Management > Private Wealth Consulting > Wealth Enhancement & Planning > Wealth Protection Our five-step consultative process: Discovery: Map out what’s important to you Investment Plan: Make a plan for every investment to meet your goals. Mutual Commitment: Develop terms of the long-term partnership, 45-Day Follow-Up: Finalize strategy and mutually set expectations. Regular Progress Meetings: Customize a schedule and format for you. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG") a registered investment advisor. Private Client Services, Investor's Resource, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

• SIMPLIFYING RETIREMENT • Cloud Investments, LLC, is a go-to retirement resource for the community. We provide education and planning services to those at and near retirement.

FREEDOM WEALTH PARTNERS, INC. is a company based out of 1690 Stone Village Lane, Kennesaw, Georgia, United States.

We are an innovative investment advisory and wealth planning firm focused on creating lasting impact. As fiduciary advisors, we are committed advocates who work solely on behalf of our clients. We are a team of professionals who thrive on collaborating to develop solutions and solve problems. We focus on you, your priorities and the outcomes you want to achieve. Our approach is to craft a customized strategy that leads to the most meaningful results for you. Working together, we help you secure a fulfilling future and a life that amounts to more.