EARNEST Partners LLC is an employee owned institutional investment management firm. The firm primarily manages assets on behalf of public funds, Taft-Hartley plans, endowments, foundations, charitable organizations, corporations, and state and municipal government entities. The firm invests in the public equity markets across the globe and fixed income markets of the United States. The firm employs a fundamental and a statistical analysis with a bottom-up stock picking approach to make its equity investments. For its fixed income investments, it invests in U.S. Government agency debt, U.S. investment grade debt, mortgage-backed securities, and asset-backed securities. The firm employs a credit and a fundamental analysis to make its fixed income investments. EARNEST Partners was founded in 1998 and is based in Atlanta, Georgia with additional research operations in Brazil and China.

Founded in 1945, Montag & Caldwell is an SEC registered investment advisory firm that seeks to provide investment returns through the competent, disciplined, fundamental analysis of individual securities. Using our proprietary, time-tested investment strategies, we work to help our clients reach their financial goals and build their financial legacy. The cornerstone of our success lies in the consistency of our process, philosophy, and people. MISSION To bring simplicity and a more efficient methodology to investment management, leading to greater transparency, investment returns & quality service for our clients. INVESTMENT SOLUTIONS Montag & Caldwell has provided proprietary investment solutions for our clients for over 75 years. As a fiduciary, our priority always lies with the best interest of the client. We provide investment management solutions developed and managed by our team, in house, as opposed to other firms which may outsource all or part of their solutions. Our investment team is backed by a proven and fundamental research discipline that has been in place for over 35 years. While primarily known for managing equity securities, our firm’s experience also includes fixed income and asset allocation strategies. With an emphasis on managing risk, our investment professionals provide a holistic, solutions-based approach to investment management and our clients benefit from our firm’s expertise and success in serving sophisticated institutional investors as well as individuals and their families. While other investment advisors may be full-service generalists, we believe that specializing in investment management provides a better solution for clients who prefer working with specialists in each field, rather than a generalist who works in all areas of financial planning. PLEASE REVIEW OUR SOCIAL MEDIA DISCLAIMER: www.montag.com/social-media-disclosure/

The Welch Group, LLC was founded in 1984 as a way for Stewart H. Welch, III to serve the needs of the Birmingham community. As he began helping clients prepare for a secure financial future, he quickly realized a need for financial advice from an impartial, trustworthy source. The Welch Group was one of the first firms to offer fee-only investment management and financial planning services for clients. As a fee-only wealth management firm, The Welch Group provides investment management and financial planning services to help clients control their financial future and retirement. We believe success is achieved through a personalized team approach and offer two service models to help meet our client's financial goals. Our Limited Family Office provides comprehensive wealth management services concentrated around financial planning, charitable and tax planning, estate planning, and generational planning. Our Wealth Management model provides investment portfolio management, cash flow analysis, estate, tax, and retirement planning services.

Rooted and invested in the Pacific Northwest, we genuinely care about this place we call home. Our deep civic engagement stems from our long tenure of successful, inclusive development in the region. We’re proud of our collaborative working relationships with cities and communities, the diversity and experience of our team, and our commitment to development that’s intentionally designed to deliver lasting value.

The Frazer Lanier Company is an investment banking firm that through experience, skill and finesse provides its clients with personal attention and sound advice. The Firm’s select staff is involved in every step, making it a truly full-service operation. With over 250 years of combined experience and an outstanding record, the company clearly demonstrates that there is strength in numbers. Our firm is dedicated primarily to corporate and municipal finance. Since 1976, our company has served as an investment banker to thousands of corporations, cities, counties, states, local boards and agencies throughout the United States.

Marketing of separately managed accounts for Western & Midwestern United States.

Domain Capital Group, LLC is an Atlanta, Georgia-based investment firm delivering investment services across a diverse platform of private markets and alternative asset classes: Real Estate; Natural Resources; Media, Entertainment & Technology; and Credit & Special Situations. Our clients are public and private pension plans, corporations, foundations, endowments, and high-net-worth individuals. Through partnership with our investors, we focus on developing customized solutions that are aligned with investment goals and strive to be strategic and responsive throughout the investment process. This supports our clients and their individual investors in realizing the value of long-term financial planning with diversified funds management. With a combination of deep experience and a tailored investment focus, Domain believes it is well positioned to identify potential investment opportunities and deliver a fully integrated investment approach, including contractual negotiations, due diligence, transaction structuring and asset supervision throughout the duration of the investments.

VRA is a boutique investment bank committed to providing M&A, capital raising and strategic advisory services to business owners and executive teams interested in achieving new levels of growth or navigating key periods of transition. Our team of investment bankers think beyond tactical execution, applying bespoke strategies for outstanding outcomes. We have found success by prioritizing our clients and our people. > APPROACH — We are strategists, offering a unique combination of big-bank sophistication and boutique-style service and responsiveness. Thoughtful analysis, shrewd planning and precise execution are the hallmarks of our tailored approach. We develop custom engagements and situation-specific strategies to help our clients achieve their unique objectives. > EXPERTISE — Our team has collectively completed over 600 transactions, in every case by working in close partnership with business owners to get the right deal done. We dedicate senior-level resources with industry-specific expertise to our engagements leveraging the deep relationships we've formed through decades of delivering trusted advice. Our team has extensive transaction experience, combined with deep sector expertise in the following industries: Business Services, Consumer, Healthcare, Industrial and Technology. > OUTCOMES — We are high performers, driven to go above and beyond. Our #1 goal is to exceed yours — whether your objective is to create liquidity, find the right partner for growth or both. It is more than a deal. It is your biggest moment. Partner with the best. Contact Chris Reilly at [email protected] to learn more.

Marietta Wealth is an independent, fee-only financial advisory firm. Scott Keller, Charlie Holloway, Wes Hackney and Ben Crowe founded the firm in 2015 to provide comprehensive investment advisory and retirement planning services to individuals, businesses and institutions. The firm has a fiduciary obligation to its clients, and delivers a high level of customized service that prioritizes the client’s needs and goals.

At Consolidated Planning Corporation, we understand the unique challenges that come with managing wealth. Since 1975, we have emphasized a highly personalized and comprehensive approach to not only managing your investments but also planning to help you make the most of them. We not only take into account how your investments can be used to enhance the lives of you and your family today, but also to enhance your future and the lives of generations to come. As financial planners who have achieved a certified level of excellence and commitment to our industry and the clients we serve, we bring proven expertise to bear on every aspect of a client’s wealth. And because we are dedicated to bringing greater value to the advisor-client relationship than just traditional investment management, we can help you gain a greater sense of confidence, conviction and direction regarding your family’s financial future. Consolidated Planning Corporation is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Consolidated Planning Corporation. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are n addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

• Updated financial reports provided to institutional clients of the firm • Researched mutual funds and included information in client reports • Summarized request for proposal responses into a report used by management to make service provider decisions • Performed mutual fund searches and made recommendations to management on investment opportunities • Used Morningstar as a research tool and presented information in Microsoft PowerPoint and Excel

New Capital Partners is a private equity firm dedicated to Building Great Companies by creating true partnerships with management teams and investing in high-growth businesses. By leveraging our extensive entrepreneurial and operational experience, we have realized significant value creation for our portfolio companies. For more information on our investments, our team and our philosophy, visit newcapitalpartners.com or contact us at [email protected]. Let's build a business together.