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.

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

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.

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.

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.

• Updated financial reports provided to institutional clients of the firm • Researched mutual funds and included information in client reports • Summarized request for proposal responses into a report used by management to make service provider decisions • Performed mutual fund searches and made recommendations to management on investment opportunities • Used Morningstar as a research tool and presented information in Microsoft PowerPoint and Excel

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