Harbert Management Corporation (“HMC”) is an investment management firm focusing on alternative assets, with approximately $8.3 billion in Regulatory Assets Under Management as of December 31, 2024; asset classes include: U.S. Real Estate, European Real Estate, Seniors Housing, Seniors Housing Development, Infrastructure, Growth Equity, Credit Solutions, and Absolute Return Strategies. HMC is headquartered in Birmingham, AL, USA and has offices in Atlanta, Charlotte, Dallas, Nashville, New York, Richmond, San Francisco, London, Luxembourg, Madrid and Paris. HMC and its affiliates make significant co-investments on the same terms as other investors in all their sponsored funds helping ensure a sharp focus on returns and strict controls around fund administration, legal, compliance and reporting.

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.

About Diversified Trust: Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $10 billion of client assets under management. Diversified Trust was founded in January, 1994 and has offices in Atlanta, Charleston, Greensboro, Memphis and Nashville. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses. We are the largest independent trust company headquartered in Tennessee, and one of the largest in the Southeast. Our trust powers allow us to serve clients in various fiduciary capacities including trustee services and estate settlement services. For estates we offer administration, valuation, tax services, investment management, custodial and accounting services. Through Diversified Trust's extensive offering of financial advisory and family office services, our professionals will create a customized solution to address each client's unique situation. Our customized solutions can help address issues such as maximizing transfer of wealth, retirement cash flow needs, education funding, philanthropic goals, asset protection, bill payment and expense management, record keeping and document management, and family dynamics consulting. Diversified Trust offers extensive OCIO services to our institutional clients including advisement on investment policy, spending, investment management (execution and oversight), reporting, communications, audit support and planned giving initiatives. As a commitment to ensure our incentives are always aligned with the best interest of our clients, the principals of Diversified Trust have invested substantial personal and family assets alongside our clients. Our goal is simple - helping our clients focus on what is important to them.

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.

Southeastern Asset Management is a privately owned, global investment management firm founded in 1975 and the investment advisor to the Longleaf Partners Funds. Partnership is core to all that we do, and Southeastern’s employees and related entities are the largest investors across the funds advised by Southeastern. Our team of research analysts are generalists, tasked with finding the best bottom-up opportunities across the globe. We are long-term, concentrated, engaged value investors. We invest in concentrated portfolios of our best ideas that meet our Business, People, Price investment criteria. We invest with an expected 5+ year investment horizon and take advantage of short-term volatility to own high quality businesses, run by capable management teams, whose stock prices are trading temporarily at a discount. Our extensive, global network allows us to engage with our management partners to help drive long-term value creation. For social media disclosures and terms of use, please visit: southeasternasset.com/social-media-terms

NBC Securities is a full-service broker-dealer and registered investment advisor catering to individuals and companies across the United States. They provide private wealth services and asset management strategies from financial consultants who average over 25 years of industry experience, in addition to technology-driven custodial solutions that streamline and optimize operations for advisors nationwide. Independent and employee-owned, NBC Securities is committed to building lasting relationships and legacies. The firm achieves this through the combined power of our network of advisors, sophisticated suite of business services, and in-house portfolio products and research that spans equities, fixed income, mutual funds, SMA’s, annuities, and life insurance. NBC Securities also specializes in providing financial services to independent brokers, independent investment advisors and financial service programs for community banks. With private ownership, NBC Securities advisors enjoy a boutique experience while also leveraging the financial strength and security of RBC Clearing and Custody, a division of RBC Capital Markets, LLC and one of the largest clearing and custody firms in the nation, enabling the firm to provide the highest level of service to its clients. NBC Securities manages or advises approximately $5 billion in assets with an operating footprint that spans the US with corporate headquarters is located in Birmingham, Alabama and offices in Alabama, Florida, Iowa, Maryland, Minnesota, Missouri, New Jersey, New York, Ohio, Tennessee, and Texas.

Carty & Company, Inc. is a full-service investment broker/dealer located in Memphis, TN. We are a nationally recognized, locally owned, well capitalized firm with over 48 years of experience in fixed income trading and sales. Licensed in 52 states and territories, we have expertise in servicing individual as well as institutional clients.

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RFG Advisory is a hybrid RIA firm built around a service first culture – we take care of our Advisors so that they can take care of their clients. RFG delivers a fully-integrated platform engineered to power the independent Investment Advisor by offering a wide range of services, from a cutting-edge technology to compliance, investment management, operations, team management practice consulting and branding/marketing support. Experienced in M&A, we grow through succession-driven acquisitions or independent advisor affiliation. Our goal is to be the partner of choice for growth-oriented Advisors, to thrive in the midst of disruption in the wealth management industry and above all to enable Advisors to be in business for themselves, not by themselves. Advisor led and professionally managed, RFG Advisory’s team wakes up every day thinking about how we can create value for our Advisors. We believe it speaks volumes that our talented employees are solely focused on delivering solutions to help grow an Advisor’s practice. Join Us – Your Future is Our Priority. For a list of states in which we are registered to do business, please visit www.rfgadvisory.com. Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services Third party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services as to accuracy or completeness.

Barksdale® is an ISO 9001:2015 registered manufacturer of controls for industrial applications, specializing in the control and measurement of fluids. Barksdale is also IATF 16949:2016 certified for the automotive industry and ISO 14001:2015 certified for effective environmental management systems (EMS). As a subsidiary of Crane Co., Stamford, CT, we have the financial resources of a large company, while our size allows individual customer partnerships. Founded in 1949, we are based in Los Angeles, CA, have a manufacturing facility in Reichelsheim, Germany, and distributors around the world. With a standard product line as the base, Barksdale prides itself in supplying specially designed or adapted products to meet customers’ specific requirements. A wide range of optional modifications is offered on most Barksdale products, allowing you to customize our products to meet your specific application while using standard components. If, however, your requirements go beyond the available modification options, Barksdale will work with you to provide the best solution for your control instrumentation need. For more than seventy years, customers have turned to Barksdale for custom-designed solutions. Throughout the world, Barksdale solutions can be found in steel mills, on machine tools, in auto plants, in power generation and distribution facilities, in chemical processing plants, in pulp and paper mills, textile mills, amusement parks, and food processing plants, on drilling rigs, in oil and natural gas fields, rescue equipment, and on many forms of transportation equipment, both on- and off-road. In almost every industry, Barksdale products are at work, helping customers “control every move”. We are proud to be a part of the Crane Co. family, one of the world’s largest manufacturer of highly engineered products with over 165-year history.

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.

For independent advisors like you, it is really hard to tap into high quality services, resources, and training that helps you be the best. At UWAG, we’ve created affiliate partnerships that give you resources to maximize growth now and help position your business to sell or transfer to the next generation when you are ready. Representatives offer products and services using the following business names: Wealth Solutions, LLC; Acacia Financial Group; The AFP Group; UCL Financial Group, LLC; United Professional Advisors, LLC; The Pension Center, LLC; and Wealth Advisors Group, LLC –insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC –securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC andAAS are not affiliated with Wealth Solutions, LLC; The Acacia Financial Group; The AFP Group; UCL Financial Group, LLC; United Professional Advisors, LLC; The Pension Center, LLC; and Wealth Advisors Group, LLC. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.Wealth Solutions, LLC; The AFP Group; UCL Financial Group, LLC; United Professional Advisors, LLC; The Pension Center, LLC; and Wealth Advisors Group, LLC are not affiliated.