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

Roark is an Atlanta‐based private equity firm with $38 billion in assets under management. Roark focuses on investments in consumer and business service companies, with a specialization in franchise and franchise-like business models. Roark prides itself on being a trusted partner for management and business owners. We believe that successful partnerships begin with providing a compelling value proposition to all business constituencies. A win‐win‐win approach leads to a positive business environment where all stakeholders – customers, employees, franchisees, strategic partners, service providers, management and shareholders – share in the growth and success of our businesses. We want to partner with entrepreneurs and executives who share this vision. Since inception, affiliates of Roark have acquired 105 franchise/multi‐location brands which generate approximately $94 billion in system revenues from ~107,500 locations located in 50 states and 118 countries.

Founded in 1973, LCG Associates, Inc. (LCG) is a full-service investment consulting firm headquartered in Atlanta, Georgia. As an independent and employee-owned firm, we provide objective advice to a select number of clients. Our clients are nationally recognized corporations, foundations, endowments, non-profits, and other institutions as well as private investors. We are committed to providing unbiased, innovative, and strategic solutions for each client. We are 100% employee-owned and derive all of our revenue from consulting services. LCG does not receive “finder’s fees,” commissions, soft dollars, or rebates from any investment management firm. We do not sell performance data to managers nor do we charge them to have their information in our proprietary database. Because 100% of LCG's revenues are from institutional and private investors, we provide objective and independent recommendations.

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.

Forest Investment Associates (FIA), organized in 1986, is a Registered Investment Adviser providing investment management services for investors in timberland. Operating out of its Atlanta, Georgia headquarters, the staff of FIA manages timberland portfolios for corporate pension plans, state and municipal retirement systems, endowments, foundations and family offices.

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/

Henssler Financial is one of the largest independent financial advisory firms in Atlanta. We have been delivering comprehensive financial solutions to our clients for more than 35 years. We provide solutions that incorporate a range of services including financial planning, tax preparation and consulting, risk management and estate planning, as well as CFO services for businesses. Whether you are just beginning to invest in your future or have reached your financial success and need the tools to stay there, we strive to meet the long-term financial goals of all of our clients while forming lasting, mutually beneficial relationships.

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

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

Corserv provides turn-key credit card issuing programs, and APIs to payment issuing and processing services that are used by Banks, Fintechs, and eCommerce companies to create innovative payment, commerce, and finance programs. Corserv's credit credit card issuing and processing programs provides the technology, scale, and expertise for financial institutions of all sizes to profitably offer credit card products to consumer, business, and commercial customers without adding staff. Corserv's APIs to modern issuing and processing services for credit, debit, virtual, and pre-paid payments enable Banks, Fintechs, and eCommerce companies to create innovative solutions for NeoBanking, Expense and AP Management, Door Delivery, Retail Financing, Business Lending, Home Financing, Payroll and HR, Insurance, and Wealth Management.