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/

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.

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.

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

At Cannon Financial Strategists, we’ve created a simplified, successful approach to retirement services and planning. Our firm was founded on a unique service model: satisfy a variety of roles that normally require multiple providers. Whether we’re assisting plan sponsors in the development and oversight of their employee’s retirement plan, or guiding individuals through the challenges of retirement income planning, our continuous goal is the delivery of prompt and thorough service. The proof of our success in this goal is evident in the longevity of our client relationships—many of our relationships extend more than 20+ years.

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.

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.

Register Financial Associates, Inc. is an independent broker-dealer registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Headquartered in Atlanta, GA, Register Financial was founded in 1992 as an independent firm that offers both traditional and nontraditional approaches to the management of assets. We serve a well-established clientele of sophisticated investors who have adopted a prudent approach to wealth preservation and increasing asset value. We provide an environment rich with experienced investment professionals, creativity and unique investment strategies designed to meet your investment objectives. Advisory services offered through Register Financial Advisors, LLC | Securities offered through Register Financial Associates, Inc., Member FINRA, SIPC

Roger S. Green, MSFS, CFP®, and the staff of Green Financial Resources, LLC (GFR), have helped individuals and small business owners with their finanical planning, investment, and retirement income decisions since 1987. With over thirty years of experience helping people with their money through the tough times and the good times, this team is very qualified to assist with all of your financial and investment planning needs. Roger's focus on customer service, education, and a unique philosophy that he and his firm will help everyone who seeks help with their money (by providing free consultations without asset minimums), he has differentiated his firm from most. The primary focus is on helping people invest with the goal of pursuing long term growth and retirement income; but they have the knowledge and experience to provide guidance in most financial matters along the way. Roger's asset harvesting plan guides the withdrawal process strategically during retirement, allowing the potential of continued growth to help ensure financial confidence throughout today’s longer retirement periods. Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity. Awards and listings should not be construed as a guarantee of future results, nor as an endorsement by any client. Best of Gwinnett winners are chosen via voting and editors’ input, and opinions are vetted with the use of other available information. Pinnacle award rankings are based on growth, revenue, community service, and other criteria. Barron’s rankings based on total assets (AUM), revenue, and other factors. Advisor Hall of Fame for advisors with 15+ years ranked by AUM, service, community recognition, and other criteria. Public Service via standing and service within the community.

No matter how you earn your money, managing your personal wealth is a job unto itself. At least, that’s the way we look at it. Transactions do not exist in a vacuum. Each financial decision you make impacts other aspects of your financial life. Investing in stocks, bonds, commodities, or real estate, while also saving for retirement or college affects your tax obligations, insurance needs, risk exposure, and estate planning. Understanding these interdependent relationships is the first step toward comprehensive financial planning. To build real wealth, you need to maximize what comes in and minimize what goes out. At Fuller & Company, we take a 360º approach to your financial well-being. By combining the experience of Certified Financial Planning with professional tax planning and preparation, we can advise and execute a total growth strategy for your personal wealth. It’s the kind of financial stewardship utilized in business. Maybe it’s the kind you should expect for the business of life. Are you ready for a personal CFO?

Sugarloaf Wealth Management, LLC is an independent comprehensive financial planning/Registered Investment Advisory firm. We offer highly-personalized services for each client realizing that each client brings a unique set of circumstances and experiences to the table. We strive to achieve planning success by providing creative solutions based on each client’s needs.

We Practice the BUSINESS of LAW. Providing information and expertise to give you peace of mind. ABOUT ABACUS Our staff of accountants, payroll professionals and seasoned business executives has over 200 years of collective experience. We have helped numerous firms bolster their revenue stream, reduce their costs, and operate more efficiently. Let us do the same for you. WHO NEEDS US? Attorneys starting a firm Firms experiencing growing pains Firms needing to improve their bookkeeping OUR SERVICES Bookkeeping Whether you are starting a new law firm or have found yourself spending too much time doing bookkeeping, Abacus Advisors can provide a comprehensive bookkeeping solution. Our focus on law firms has allowed us to: * Develop services specifically for law firms * Become subject matter experts * Provide personalized service with real human contact Our law-firm-focused services include: * Monthly reconciliations including client-level accounting for client costs * and Trust transactions * Bill-pay for firm and client expenses * Settlement support for plaintiff firms * IOLTA clean-up to reconcile IOLTA balances with client information Payroll We take the work out of payroll by providing you a single point of contact for all things payroll. Gone are the days of logging into a portal and dealing with employee changes to their withholding amounts. We do all of that for you. Contact ABACUS Today (404) 596-7460 www.abacusadv.com