NestEggs is an SEC-Registered Investment Adviser (RIA), Open Architecture Record Keeper and Third Party Administrator offering the bundled design, implementation, administration and investment management of retirement plans while serving as ERISA 3(16), 3(21), and 3(38) Fiduciaries. We specialize in 401(k), Multiple Employer Plans (MEPs), Pooled Employer Plans (PEPs), 403bs and other qualified retirement plans. Our founder Rob Slimmon is the author of renowned retirement plan design textbooks and contributes to industry publications in addition to speaking at professional societies and industry conferences. We place great emphasis on customizing a qualified plan to meet the tax objectives of the firm it serves. Headquartered in Jacksonville, Florida, NestEggs works with small-to-medium size privately held businesses ranging from startups to companies with up to 10,000 employees, throughout 26 U.S. States from the east coast to west coast. We offer a broad spectrum of options and services to accommodate our clients’ specific objectives in this ever changing economy.

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/

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

Sawgrass Asset Management is 100% owned by its employees. As owners of the firm, our clients have an investment team that has a vested interest in their long-term success. The stability of our firm structure allows us to attract and retain talented and experienced investment professionals for our clients. Team Continuity: The majority of our investment staff has worked together since the inception of the firm in 1998. We believe team continuity brings long-term experience into all aspects of our investment decisions. Our clients receive an investment process from a group of professionals who average 25 years of investment experience. Consistency: Our clients receive a consistent and repeatable investment approach in their equity and fixed income investments with Sawgrass Asset Management. By applying an investment process that is structured and disciplined in its application, our clients understand exactly how we expect to perform in rising and falling markets. We strive to limit declines of capital in down markets and participate when markets are rising. This approach helps to provide the consistency that our clients demand and depend on in a diversified portfolio structure.

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.

Abacus Planning Group is a fee-only financial planning and investment counsel firm headed by Cheryl R. Holland, CFP®. Everyone at Abacus is here for the same reason – you. Our singular purpose, as individuals and as a firm, is to help you achieve your financial goals and, never to be forgotten, your personal dreams. Financial planning requires both breadth and depth of knowledge. We have that knowledge. Perhaps even more importantly, we bring it to life through the power of collaboration – working as a seamless team, blending our unique experiences to offer the confident advice, the step-by-step guidance, and the efficient implementation that allow a client to make effortless decisions. Everything we do – and the way we go about doing it – is guided by our mission: to provide client-centered, holistic financial planning services to affluent individuals through collaboration, innovation and recognized expertise. Above all, we understand we must hear a client to know a client; and we must know a client to problem-solve for a client. It is so vital to the forming of a beneficial and trusting relationship, we have developed a thorough and revealing “foundation laying” program. Abacus is committed to our clients, to one another and to our profession. It is a commitment we honor with integrity, clarity, and the desire to continually enhance our wisdom and our services. Call us, 803.933.0554, or visit our website to see what we are all about.

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.

Founded in 1993, Camarda Wealth has been advising successful families and managing their investment portfolios for many, many years. Firm Chairman Jeff Camarda has been repeatedly named by Barron’s as “one of the best financial advisors in America,”* one of WORTH Magazines’ “Top 250 advisors” in the US, had his advice featured in the Wall Street Journal for years, and been quoted as a financial expert in the national press for decades. He holds many financial and investment designations, including Chartered Financial Analyst (CFA®), MSFS®, and the E.A. tax credential. Jeff has written hundreds of articles and dozens of financial reports, whitepapers, and guides. The firm, based in metro Jacksonville, serves clients across the country, and is A+ rated by the Better Business Bureau. It has been named a “5-Star Advisor” by Paladin Registry, a “Premier Advisor” by the National Association of Board Certified Advisory Practices, a “Top Wealth Manager” by Bloomberg’s Wealth Manager Magazine, and a “Top Investment Manager” by Financial Advisor Magazine. The firm’s AIMS™ investment process was noted as a “Top Innovation Florida Times Union when trademarked with the U.S. Patent Office circa 2004. Camarda is a fee-based registered investment advisor that focuses on total wealth care, integrating investments, estate, asset protection, and retirement planning, tax control, and other critical aspects to target optimal wealth for its clients. * Barron’s calls ranked advisors like Jeff Camarda “the best people in the business” and “truly great financial advisors” and says that they are “accepted in the industry” as the “top 1%” who set “the highest standards of their profession.” (Barrons July 18 2016 p S2). Camarda Wealth Advisory Group ("Camarda"​) is an SEC registered investment adviser located in Fleming Island, Florida. http://www.camarda.com/p/adv-important-disclosure

Station 31 Partners is an alternative investment manager and servicer, based out of Charleston, SC, which provides individual and institutional investors with exposure to a diversified array of specialty asset classes that generate consistent, high risk adjusted returns in all market environments. Investment management is carried out through Station 31 Partners affiliate, MTAG Investments.