The New York Stock Exchange is where icons and disruptors come to build on their success and shape the future. We’ve created the world’s largest and most trusted equities exchange, the leading ETF exchange and the world’s most deterministic trading technology. Our data, technology and expertise help today’s leaders and tomorrow’s visionaries capitalize on opportunity in the public markets.

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

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/

From asset management to technology solutions, Stadion helps advisors strengthen and grow their business. In the retirement market, Stadion is an investment management firm that provides custom solutions to retirement plan advisors, plan sponsors and participants. We believe a one-size-fits-all investment approach does not account for the differences of each individual, which can result in participants not being prepared for retirement. Stadion provides products and personalized investment services we believe are designed to better prepare participants for retirement. Stadion offers a spectrum of investment strategies for participants. Our offerings include personalized managed accounts, multiple glide path target date strategies and the ability for financial advisors to create custom asset allocation solutions for their plan sponsor clients. Important Disclosures: cdn.stadionmoney.com/Retirement/Misc/Stadion_Social_Media_Disclosures.pdf

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

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.

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.

A fee-based wealth management firm creating personalized solutions to help clients achieve financial security and wealth. Investment advisory services are offered through Longview Wealth Management, an SEC Registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer and Member FINRA/SIPC. Longview Wealth Management is not affiliated with M.S. Howells & Co. This site is published for residents of the United States only. Registered Representatives of M.S. Howells & Co. and Longview Wealth Management may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. M.S. Howells does not provide legal or tax advice. Longview Wealth Management does not provide legal advice. For additional information, please contact our Compliance department at [email protected]. Check the background of the Investment Firm on SEC’s Advisor Info https://adviserinfo.sec.gov/firm/summary/136214.

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.

Tarkenton Financial is a leading marketing organization serving independent financial professionals who are focused on the retirement market and retirement income planning. We help advisors provide solutions for their clients using fixed indexed annuities and life insurance strategies to create tax advantaged, tax-free, and guaranteed retirement income while protecting against market volatility and longevity risk. Fran Tarkenton, CEO of Tarkenton Financial, selects only the most qualified and respected financial professionals to work with our team. His number one concern is making sure that seniors reach their goals in retirement and preserve their hard earned assets.

Cornerstone Investment Partners, LLC is an employee owned investment manager. The firm primarily provides its services to pension and profit sharing plans and high net worth individuals. It also manages accounts for trusts, estates, charitable organizations, institutions, and corporations. Cornerstone Investment Partners was founded in 2001 and is based in Atlanta, Georgia

Howard Capital Management, Inc. (HCM) is an SEC-Registered Investment Advisory Firm, offering professional money management services to private clients, brokers, and broker-dealers through separately managed portfolios, retirement tools, self-directed brokerage accounts, and proprietary mutual funds. The investment strategies we use at HCM are tactical and defensive. We believe this management style is a powerful, straightforward solution to navigating market volatility while striving to drive performance and hedge against inflation.