Johnson Rice & Company, based in New Orleans, is an independent energy brokerage and investment bank. The firm was established as an institutional sales and research firm in 1987 and added investment banking in 1991. Johnson Rice focuses on a limited number of industries and services in order to provide value-added research and ideas to our institutional and corporate clients. Driven by an emphasis on full firm relationships, Johnson Rice is nationally recognized for its breadth and depth of coverage throughout the energy complex. We believe strongly that our success is a result of remaining committed to our original goal: the diligent care of institutional and corporate relationships.

Villere & Co. is a registered investment adviser and manages over $1.8 billion* in equity and fixed income strategies for high net-worth individuals, multi-generational families, and institutional clients through customized managed accounts and mutual funds. With a commitment to highly personal service, four generations of the Villere family have continuously served clients from our headquarters in New Orleans since 1911. At Villere & Co., we invest selectively and independently–taking a long-term perspective. Our active, concentrated portfolio strategy allows us to pursue our most compelling investment ideas. We consistently apply a disciplined, proven investment process, refined over decades and tested in virtually every market environment. * as of February 28, 2023 Villere & Company, LLC is a federally registered investment advisor. Registration does not imply a certain level of skill or training. Villere & Company, LLC may only transact business or render personalized investment advice in those states where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where Villere & Company, LLC and its affiliates or registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Third-party posts found on this profile do not reflect the views of Villere and have not been reviewed by Villere as to accuracy or completeness.

Enhanced Capital Group, LLC is a leading impact investing firm with over 20 years of experience investing in Small Business Lending, Impact Real Estate, and Climate Finance. From inception in 1999 through March 31, 2023, inclusive of proprietary assets and assets managed by affiliates, Enhanced Capital has raised a total of $5.6 billion. Of the total AUM, impact assets represent $3.5 billion invested in over 850 projects and businesses across 39 states, Washington DC, and Puerto Rico and does not include investments made by non-impact affiliates. Enhanced Capital is committed to investing in four main impact themes: economic growth and job creation; underserved communities; underrepresented populations; and environmental sustainability. Enhanced Capital represents the impact solution of P10, Inc. (NYSE: PX), a diversified, multi-asset investment platform.

Bernhard Capital Partners is a services and infrastructure-focused private equity management firm established in 2013. Bernhard Capital Partners has deployed capital in three funds across five strategies, has approximately $2.5 billion of gross assets under management, and is ranked as one of Private Equity International’s 300 largest private equity firms worldwide. Bernhard Capital seeks to create sustainable value by leveraging its experience in acquiring, operating, and growing services and infrastructure businesses.

Financial Planning Consultants & Services

RiseImpact Capital is a full-service tax advantaged real estate development and tax credit syndication firm with primary asset classes including historic rehabilitations, affordable housing, renewable energy and related projects. We specialize in partnering with local developers and stakeholders to deliver high impact developments that transform communities, families, and small businesses. For our tax credit investors, we offer a diversified portfolio of state and federal tax credits for investors to manage their tax liability in addition to achieving CRA, ESG and other sustainability and societal impact objectives. From pre-development to completion of a project or identifying, syndicating, and managing a portfolio of state and federal tax credit investments, our team of experienced professionals at RiseImpact Capital helps both developers and investors achieve their individual goals and objectives.

We make wealth management simple and straightforward for our clients. Horizon serves business owners, physicians, attorneys, executives and professionals in 3 strategic areas of focus: Financial Planning, Investment Management, and Retirement Plans. This breadth of service capabilities paired with experienced financial professionals offers the kind of financial guidance that leads to a more confident life. Learn more at: www.HorizonFG.com Keep in touch: - Facebook: https://www.facebook.com/HorizonFinGroup/ - Instagram: https://www.instagram.com/horizonfinancialgroup/ - Twitter: @HorizonWM Disclaimer: Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 15015 Jamestown Boulevard, Suite 100, Baton Rouge, LA 70810, (225) 612-3820

Eagle Capital Management, LLC is an investment management firm founded by Ravenel and Beth Curry in 1988. The firm offers one strategy, the Eagle Equity Strategy, which it has been managing since its inception for over 20 years ago. To achieve superior investment returns in both up and down markets, Eagle Capital Management uses a bottom-up, research-driven approach to find undervalued companies that will experience long-term secular change. By identifying change early, ahead of the general market, Eagle minimizes risk and maximizes the upside potential in the stock. The firm’s clients include leading foundations, charitable organizations, endowments, pension plans, corporations, state and municipal government entities, and individuals, including high net worth individuals and families. By consistently applying its investment philosophy and process, Eagle expects to continue to achieve long-term outperformance of any broad market index. For further information, please email [email protected].

• Responsible for day to day financial management of a privately held investment company with assets invested primarily in real estate, private equity and managed equity portfolios • Administrative responsibilities included accounting oversight, tax compliance and planning for more than 70 legal entities, including partnerships, corporations, LLCs and trusts

FreeGulliver, LLC is a small boutique investment firm in uptown New Orleans that provides private wealth management, financial planning services, and private fund offerings to high net worth individuals, as well as corporate and family-owned businesses.

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.