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.

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.

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.

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.

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.

Edge Capital is an independently managed wealth management firm devoted exclusively to serving UHNW individuals, families, and institutions. Our culture of teamwork and innovation continues to drive our evolution today. We have over 40 talented professionals serving a select number of clients from six physical locations. At Edge, we understand that significant wealth presents complex situations that modeling and off-the-shelf solutions ignore. We provide objective, comprehensive unbundled advice guided only by our clients’ best interests focusing on the combination of Investment Management, Advanced Wealth Strategy, Family Office Services, and Advisor Coordination to fully and completely take care of our clients.

VION Investments, headquartered in Atlanta, Georgia, is an international provider of receivable investment services to businesses managing consumer and commercial receivables. With expertise in receivables purchasing, funding, and valuation advisory services, we are the specialty finance company the world turns to for innovative and agile alternative funding. Our clients benefit from unique deal structures and a partner with a vested interest in helping them succeed long term. We see opportunities where others don’t and can handle sophisticated situations quickly, with strict adherence to compliance guidelines. For more information about VION, please visit www.vioninv.com or contact VION Business Development at 877-845-5242. Principals Stacey J. Schacter, CEO VION Investments 400 Interstate North Parkway Suite 800 Atlanta, GA 30339 678.823.6181 [email protected] David Reak, COO VION Investments 400 Interstate North Parkway Suite 800 Atlanta, GA 30339 678.823.6190 [email protected]

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

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?

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.

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.