Harbert Management Corporation (“HMC”) is an investment management firm focusing on alternative assets, with approximately $8.3 billion in Regulatory Assets Under Management as of December 31, 2024; asset classes include: U.S. Real Estate, European Real Estate, Seniors Housing, Seniors Housing Development, Infrastructure, Growth Equity, Credit Solutions, and Absolute Return Strategies. HMC is headquartered in Birmingham, AL, USA and has offices in Atlanta, Charlotte, Dallas, Nashville, New York, Richmond, San Francisco, London, Luxembourg, Madrid and Paris. HMC and its affiliates make significant co-investments on the same terms as other investors in all their sponsored funds helping ensure a sharp focus on returns and strict controls around fund administration, legal, compliance and reporting.

Roark is an Atlanta‐based private equity firm with $38 billion in assets under management. Roark focuses on investments in consumer and business service companies, with a specialization in franchise and franchise-like business models. Roark prides itself on being a trusted partner for management and business owners. We believe that successful partnerships begin with providing a compelling value proposition to all business constituencies. A win‐win‐win approach leads to a positive business environment where all stakeholders – customers, employees, franchisees, strategic partners, service providers, management and shareholders – share in the growth and success of our businesses. We want to partner with entrepreneurs and executives who share this vision. Since inception, affiliates of Roark have acquired 105 franchise/multi‐location brands which generate approximately $94 billion in system revenues from ~107,500 locations located in 50 states and 118 countries.

Founded in 1973, LCG Associates, Inc. (LCG) is a full-service investment consulting firm headquartered in Atlanta, Georgia. As an independent and employee-owned firm, we provide objective advice to a select number of clients. Our clients are nationally recognized corporations, foundations, endowments, non-profits, and other institutions as well as private investors. We are committed to providing unbiased, innovative, and strategic solutions for each client. We are 100% employee-owned and derive all of our revenue from consulting services. LCG does not receive “finder’s fees,” commissions, soft dollars, or rebates from any investment management firm. We do not sell performance data to managers nor do we charge them to have their information in our proprietary database. Because 100% of LCG's revenues are from institutional and private investors, we provide objective and independent recommendations.

Forest Investment Associates (FIA), organized in 1986, is a Registered Investment Adviser providing investment management services for investors in timberland. Operating out of its Atlanta, Georgia headquarters, the staff of FIA manages timberland portfolios for corporate pension plans, state and municipal retirement systems, endowments, foundations and family offices.

Henssler Financial is one of the largest independent financial advisory firms in Atlanta. We have been delivering comprehensive financial solutions to our clients for more than 35 years. We provide solutions that incorporate a range of services including financial planning, tax preparation and consulting, risk management and estate planning, as well as CFO services for businesses. Whether you are just beginning to invest in your future or have reached your financial success and need the tools to stay there, we strive to meet the long-term financial goals of all of our clients while forming lasting, mutually beneficial relationships.

NBC Securities is a full-service broker-dealer and registered investment advisor catering to individuals and companies across the United States. They provide private wealth services and asset management strategies from financial consultants who average over 25 years of industry experience, in addition to technology-driven custodial solutions that streamline and optimize operations for advisors nationwide. Independent and employee-owned, NBC Securities is committed to building lasting relationships and legacies. The firm achieves this through the combined power of our network of advisors, sophisticated suite of business services, and in-house portfolio products and research that spans equities, fixed income, mutual funds, SMA’s, annuities, and life insurance. NBC Securities also specializes in providing financial services to independent brokers, independent investment advisors and financial service programs for community banks. With private ownership, NBC Securities advisors enjoy a boutique experience while also leveraging the financial strength and security of RBC Clearing and Custody, a division of RBC Capital Markets, LLC and one of the largest clearing and custody firms in the nation, enabling the firm to provide the highest level of service to its clients. NBC Securities manages or advises approximately $5 billion in assets with an operating footprint that spans the US with corporate headquarters is located in Birmingham, Alabama and offices in Alabama, Florida, Iowa, Maryland, Minnesota, Missouri, New Jersey, New York, Ohio, Tennessee, and Texas.

Balentine is an employee-owned wealth management firm headquartered in Atlanta, Georgia, with a second office in Raleigh, North Carolina. We provide financial planning and investment management services for business owners and their families. For more than 30 years, the Balentine legacy has been one of innovation, service to clients, and giving back to the community. Named to Barron’s “Top 100 Independent Wealth Advisors,” Financial Times'​ “300 Top Registered Investment Advisors,” and Pensions and Investments’ “Best Places to Work in Money Management,” we have been recognized locally and nationally for building a culture and workplace designed to provide outstanding service and results for our clients. The opinions expressed herein are those of Balentine, LLC (“Balentine”) and are subject to change without notice. Balentine social media posts are provided for information purposes only and should not be considered investment advice or recommendation to purchase or sell any particular security, product or service. Balentine posts are based on data obtained from sources believed to be reliable but are not guaranteed as being accurate and do not purport to be a complete summary of the available data. Past performance is no guarantee of future results. Balentine does not endorse or take responsibility for any content, advertising, products, advice, opinions, recommendations, or other materials posted by followers or other third parties on Balentine’s social media sites. Any comments or opinions posted by another user should be attributed to that user and not Balentine. Balentine, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Balentine’s investment advisory services can be found in its Form ADV Part 2, which is available upon request. Please read important disclosures here: https://www.balentine.com/disclosures

Corserv provides turn-key credit card issuing programs, and APIs to payment issuing and processing services that are used by Banks, Fintechs, and eCommerce companies to create innovative payment, commerce, and finance programs. Corserv's credit credit card issuing and processing programs provides the technology, scale, and expertise for financial institutions of all sizes to profitably offer credit card products to consumer, business, and commercial customers without adding staff. Corserv's APIs to modern issuing and processing services for credit, debit, virtual, and pre-paid payments enable Banks, Fintechs, and eCommerce companies to create innovative solutions for NeoBanking, Expense and AP Management, Door Delivery, Retail Financing, Business Lending, Home Financing, Payroll and HR, Insurance, and Wealth Management.

Crown Asset Management, LLC has a successful history of operations as a debt buyer in the Accounts Receivable Management (ARM) industry. Crown Asset Management, LLC has purchased approximately five hundred portfolios including credit card portfolios, automobile debt, consumer loans, marketplace lending, judgments, and specialty portfolios. Crown Asset Management, LLC has earned the distinction of being a "Certified Professional Receivables Company" by the Receivables Management Association International (RMAI).

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Genesis Capital is the leading loan provider for the nation’s top professional developers of residential, multifamily and mixed-use real estate. Our diversified product line and sharp, swift execution enables us to cater to a broad range of investors and developers, across multiple types of projects. We can serve your leverage needs - from large scale fix and flip operations to single family new construction, as well as multi-unit and multifamily development. Genesis Capital's business model is built on strong relationships, with 85% of our clients coming back time and again for their leverage needs. Genesis was built by developers – for developers. Members of our leadership team have decades of experience managing multiple types of projects, both from a lender and operator perspective. Genesis was named 2022 Ground-up Construction Lender of the Year at IMN's Inaugural Single Family Rental Industry Awards. Whether you're looking for bridge, fix and flip, new construction, or build-to- rental hold financing, look to Genesis Capital for a customized lending solution at the forefront of the market with compelling rates and terms. CONTACT US: Let us help drive your growth. To set up a discussion or for more information about Genesis Capital, contact us today and see why we’re the lender of choice for professional real estate investors and developers. EMAIL: [email protected] LICENSING INFORMATION: https://genesiscapital.com/terms/licensing/ LEGAL: https://genesiscapital.com/terms/

RFG Advisory is a hybrid RIA firm built around a service first culture – we take care of our Advisors so that they can take care of their clients. RFG delivers a fully-integrated platform engineered to power the independent Investment Advisor by offering a wide range of services, from a cutting-edge technology to compliance, investment management, operations, team management practice consulting and branding/marketing support. Experienced in M&A, we grow through succession-driven acquisitions or independent advisor affiliation. Our goal is to be the partner of choice for growth-oriented Advisors, to thrive in the midst of disruption in the wealth management industry and above all to enable Advisors to be in business for themselves, not by themselves. Advisor led and professionally managed, RFG Advisory’s team wakes up every day thinking about how we can create value for our Advisors. We believe it speaks volumes that our talented employees are solely focused on delivering solutions to help grow an Advisor’s practice. Join Us – Your Future is Our Priority. For a list of states in which we are registered to do business, please visit www.rfgadvisory.com. Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services Third party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services as to accuracy or completeness.