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.

With the Signature Wealth Management Group, you have a partner and ally qualified to help strengthen your financial future. Yet your relationship with us is about much more than investing money. It’s about sharing your aspirations and building a relationship with your financial advisor. After completing a detailed financial plan, we will introduce you to one of the Signature Investment Management Strategies – a unique blend of financial instruments that could match your investment attitudes and your own individual income goals. Before you engage in an investment relationship with us, we will fully explain these three things: how it works, the risks involved and the costs of our services. We will keep your financial plan simple and help you clearly understand your investment choices. Our approach to planning isn’t based on financial transactions; it’s based on a personal commitment. It’s about honoring our relationship with you and being fully invested in your success. It’s about being with you every step of the way – through every life event, every stage of the investment planning process, every triumph and every challenge. We would welcome a connection if: 1. You want to hear more about our wealth management process 2. You are interested in customized financial advice and guidance 3. You are a doctor, executive, business professional or Southern Company employee 3625 Cumberland Blvd. SE Suite 1485 Atlanta, GA 30339 678-932-2500

We aren’t all the same. Every person has unique values, circumstances, personality, and goals, so why should financial plans be turnkey? Odyssey Personal Financial Advisors works with individuals and families who are seeking customized advice to help them reach their financial goals. An “odyssey” is a long-series of wanderings or adventures that includes both challenges and triumphs – we want to be with you through all of them. Odyssey was founded on the principle of “doing things differently” than what you’ve heard about or experienced with other financial advisors. We are committed to providing personalized, unbiased, ethically-based, and well-researched advice, bringing simplicity to complex financial situations and serenity to our clients. Our team loves working with people who are serious about their financial futures. If you’re ready to create a personal plan tailored to your long-term goals, we would love to meet you. Our office is located at 500 Sun Valley Drive, Suite A6 in Roswell, Georgia. You can reach us by phone at 770.992.4444 or visit our website at www.odysseypfa.com. Investment Advisory Services are offered by Odyssey Personal Financial Advisors LLC, a SEC Registered Investment Advisor.

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.

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

CCG Advisors (www.ccgadv.com) is an Atlanta-based merger and acquisition firm specializing in advising owners of privately held companies on business valuation, strategic growth planning, capital alternatives and exit strategies. CCG represents business owners across all lines of industry in the sale, recapitalization or ESOP of their companies. The referrals and goodwill of CCG's clients are a testament to CCG’s record of building real and lasting client relationships. CCG is committed to enabling clients in achieving their personal, financial and business goals at the right time for maximum value.

Since 2013, Liquid Strategies has been applying a layer of index option investing to traditional bond and stock portfolios, creating practical solutions for managing clients’ cash flow and growth objectives. Overlay Shares eliminates past inhibitors of overlay adoption to make this strategy available to a broader investment community.

InLight Wealth is an independent wealth management firm based in Atlanta, Georgia. Jason Joffe, Angie Dumler and Ben Esser, the co-founders of InLight Wealth, previously were responsible for managing $370 million in client assets at Morgan Stanley. The InLight partners have been delivering customized solutions to high-net-worth families for over 17 years. They have deep experience in the design and implementation of complex financial and investment plans. “The genesis of InLight is in the desire to build a better business model based on open architecture and transparency,” said Joffe. “InLight’s mission is to preserve and grow wealth while simplifying clients’ financial lives. Our culture of respect, service and professional excellence will thrive in an independent framework. InLight is built for the long run and will serve families for generations.” InLight Wealth is a fee-only investment firm registered with the Securities and Exchange Commission (S.E.C.). For more information, please visit InLightWealth.com.