Argent Financial Group is a leading, independent client asset services firm offering individuals, families, businesses, and institutions wealth management, asset management, and asset servicing. The firm is responsible for more than $85 billion in client assets. Formed in 1990 in Ruston, Louisiana, Argent can trace its roots back to 1930. Argent serves clients in all 50 U.S. states from our 39 markets located across 16 states. Argent provides an array of related financial services, including: - Wealth Management, including Tax & Estate Planning and Trusts - Asset & Investment Management - Corporate Trust, Agency, Escrow & Custody - Qualified Intermediary Services, including 1031 Exchanges - Governmental Services - Funeral and Cemetery Trust Services - Retirement Plan Consulting and Administration - Employee Stock Ownership Plans - Philanthropic Services - Oil and Gas Management Today, Argent Financial Group employs 500 professionals with prior experience at banks, trust companies, brokerage firms, law firms, accounting firms, insurance agencies, investment management firms and other businesses. Argent has a presence in 38 markets across Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Mississippi, Missouri, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas and Wisconsin. Argent Financial Group, Inc. is the parent company of: - AmeriTrust Investment Advisors - Argent Advisors - Argent Family Wealth Services - Argent Institutional Trust Company, including Salem Trust Co. - Argent Mineral Management - Argent Trust Company - Argent Trust Oklahoma - Argent Wealth - Funeral Services, Inc. - Highland Capital Management - Orleans Capital Management - Salem Trust Company

Gerber Taylor is a multi-asset class investment management and advisory firm with a heritage rooted in deep fundamental investment research. Our 30 years of experience spans the globe across traditional and alternative strategies. We have cultivated enduring relationships with innovative and high-performing investment managers. Our commingled vehicles offer equitable access to our best ideas. We leverage our research capabilities to customize investment portfolios tailored to each client’s needs.

Founded in 1979 with seven associates, Crews & Associates, Inc. has grown to an organization of more than 180 professionals. Our growth and perseverance has earned us the allegiance of our customers and the respect of our peers, and we’re not done yet – we strive to better serve our customers every day. From fixed income products to public finance underwriting services, Crews & Associates, Inc. has the experience, market savvy, and professionalism to be your one and only choice for market execution and investment banking needs. https://www.crewsfs.com/disclosures/

About Diversified Trust: Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $10 billion of client assets under management. Diversified Trust was founded in January, 1994 and has offices in Atlanta, Charleston, Greensboro, Memphis and Nashville. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses. We are the largest independent trust company headquartered in Tennessee, and one of the largest in the Southeast. Our trust powers allow us to serve clients in various fiduciary capacities including trustee services and estate settlement services. For estates we offer administration, valuation, tax services, investment management, custodial and accounting services. Through Diversified Trust's extensive offering of financial advisory and family office services, our professionals will create a customized solution to address each client's unique situation. Our customized solutions can help address issues such as maximizing transfer of wealth, retirement cash flow needs, education funding, philanthropic goals, asset protection, bill payment and expense management, record keeping and document management, and family dynamics consulting. Diversified Trust offers extensive OCIO services to our institutional clients including advisement on investment policy, spending, investment management (execution and oversight), reporting, communications, audit support and planned giving initiatives. As a commitment to ensure our incentives are always aligned with the best interest of our clients, the principals of Diversified Trust have invested substantial personal and family assets alongside our clients. Our goal is simple - helping our clients focus on what is important to them.

Southeastern Asset Management is a privately owned, global investment management firm founded in 1975 and the investment advisor to the Longleaf Partners Funds. Partnership is core to all that we do, and Southeastern’s employees and related entities are the largest investors across the funds advised by Southeastern. Our team of research analysts are generalists, tasked with finding the best bottom-up opportunities across the globe. We are long-term, concentrated, engaged value investors. We invest in concentrated portfolios of our best ideas that meet our Business, People, Price investment criteria. We invest with an expected 5+ year investment horizon and take advantage of short-term volatility to own high quality businesses, run by capable management teams, whose stock prices are trading temporarily at a discount. Our extensive, global network allows us to engage with our management partners to help drive long-term value creation. For social media disclosures and terms of use, please visit: southeasternasset.com/social-media-terms

The Stephens Group is a private investment firm that partners with talented management teams to help build valuable businesses. Backed by the resources of the Stephens family, The Stephens Group has a long history of providing sophisticated, strategic expertise and taking a partnership approach to help companies successfully achieve their strategic visions and build long-term value. With over $1.5 billion invested since 2006, The Stephens Group targets investments in industries across the U.S., including industrial and commercial products and services, specialty distribution, B2B food and consumer products, technology infrastructure and tech-enabled services, as well as select opportunistic situations.

Evolve Bank & Trust, a technology-focused financial services organization and Banking-as-a-Service (“BaaS”) provider, is a best-in-class financial institution offering specialized services in Open Banking, Commercial and Consumer Banking, Mortgages, SBA Lending, Physicians Lending Community Funding and Trust Services. Evolve is recognized as a global leader in the payments industry delivering ACH, Debit/Credit Sponsorship, Card Issuance and unique technology strategies to clients around the world. Evolve has been voted a Top Workplace every year since 2013 and has been named in Inc. Magazine’s 5000 List of the fastest-growing private companies. Member FDIC. Equal Housing Lender.

Steward Financial offers all the strategic solutions and options you would expect from a financial services firm; yet, we conduct business differently. We define our role as advocates on behalf of businesses and families who require highly personalized financial and advisory services. As a result, we have become a leader in corporate benefits and financial services by going: Beyond what you would expect Beyond what you are used to Beyond what everyone else offers

SouthernSun Asset Management, established in 1989, is a research-driven investment management firm implementing concentrated U.S. Small Cap and SMID Cap investment strategies. Our name reflects a commitment to shed light on investment opportunities both at home and around the globe—a commitment that has driven our work throughout our history. We invest with a long-term time horizon in niche-dominant, attractively valued companies with financial flexibility and well-fitted management teams. We believe careful, in-depth analysis of a company’s financial strength, market position, and human capital is the most comprehensive method of assigning proper valuations, identifying opportunities, and reducing the risk of investment. We believe there is no substitute for knowing each company we invest in as if we own the entire company. This approach compels us to be thorough, diligent, and patient in our study of each individual company. An integral part of this process is knowing management and viewing the company “through the eyes of its management team” as well as an objective outside investor. While our roots are proudly established in Memphis, we travel around the globe to seek out the information we need to make sound investment decisions.

Whisinvest Realty develops communities that are growing, thriving and sustainable. Unlike other commercial developers, Whisinvest Realty is focused on investing in high-quality, long-term holdings, building relationships with our commercial partners and ensuring that everything we develop is designed to enhance the surrounding area.

We specialize in providing financial planning and investment advisory services designed to help you achieve your financial objectives. We help you gain control over your financial affairs and help you marshall your resources so that they are in line with your financial goals. Our goal is to help you achieve financial clarity and provide you with world class money management services to execute a strategy toward a secure retirement.

Carty & Company, Inc. is a full-service investment broker/dealer located in Memphis, TN. We are a nationally recognized, locally owned, well capitalized firm with over 48 years of experience in fixed income trading and sales. Licensed in 52 states and territories, we have expertise in servicing individual as well as institutional clients.