Advantage Capital is an impact investment firm with an emphasis on driving capital to underserved areas – often in partnership with the public sector. We invest with intention in job-generating small businesses – along with affordable housing developments and renewable energy solutions – to grow economies and communities. The thematic thread and intended outcome are positive impact in overlooked areas. And we ensure that positive impact is accompanied by positive returns. As an industry-leading impact investment firm with more than 30 years of experience, we are purposeful in driving true growth for individuals, communities, and society. We never seek the path of least resistance. We blaze new trails to provide an advantage for entrepreneurs, policymakers, and the investment community. It is our responsibility to take on the hardest challenges with grit and tenacity to provide catalytic capital that empowers growth for those who need it and are ready to seize it. Advantage Capital: Growth Ready. Please visit www.advantagecap.com/disclosures to review our Investment Adviser Disclosures.

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.

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.

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

• 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

Hassell Wealth Management is a Registered Investment Advisory firm serving as a financial partner for life’s journeys. Based in Houma, Louisiana, we serve clients throughout the Gulf Coast, particularly business owners, mid-career professionals, pre-retirees, retirees, and companies needing employer plan services. Our goal in working with clients is threefold: • To clarify what matters most to them and how to leverage their resources to achieve their goals • To build a financial strategy that addresses all areas of their financial life • To serve as their partner in holding them accountable to their long-term financial well-being We help achieve our mission through a team of experienced and empathetic advisors and operations staff. In addition, as a fee-only, fiduciary RIA firm, we are legally bound to offer recommendations that put our clients’ interests above our own. Frankly, we wouldn’t have it any other way. Our broad range of financial planning and investment management services are flexible, designed to be delivered over time, as needed, throughout a client’s life. These services include: • Financial goal development • Retirement planning • Investment management • Employer plan services—e.g., 401(k), profit sharing • Tax planning and management • Employee benefits review and optimization • Risk management • Estate planning • Charitable planning • Higher education funding • Special needs planning

Magnolia Wealth Strategies is a holistic personal and business financial guidance firm offering a full-range of financial solutions serving the needs of individuals, families, and businesses. Our main purpose is to help people secure their future and protect the ones they love. We also strive to serve the communities where we live and work. Everything we do is driven by our desire to build and maintain deep, meaningful relationships and make a difference in people’s lives. As one of the oldest firms in the southeast, Magnolia Wealth Strategies diverse team of over 120 financial professionals has the experience and knowledge to understand your unique situation and provide you with solutions to help you prepare for your future. Together, we can help you reach your goals. _____ Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. 3838 N Causeway Blvd., Suite 3400, Metairie, LA 70002. 504-613-2000.

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.

At Springwater, we measure our success by the quality of life you achieve. We provide our clients with high-quality financial planning and investment management advice, designed to help them live the lives they desire.Everything we do is focused on helping you – our client – achieve your financial goals.We place great value on the trust you have placed in us, and we take our fiduciary responsibility very seriously. Recognition and appreciation of our compassion, responsiveness, creativity, and technical competence are the highest compliments that you can pay us.As a fee-only practice, we receive compensation only from our clients. We believe this approach reinforces our objectivity, and provides our clients with the assurance that they will receive unbiased advice.

Gregory Ricks and Associates is a comprehensive financial advisory firm committed to addressing client goals to the fullest potential. Services include, but are not limited to, portfolio investment strategies, retirement portfolio management, retirement income management, tax efficient strategies, estate planning, and legacy planning. Their ultimate vision is to educate clients about finances and help them plan for a comfortable retirement. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.