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.

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

Evolve Bank & Trust, a technology-focused financial services organization and Banking-as-a-Service (“BaaS”) provider, is a best-in-class financial institution offering specialized services in Open Banking, Commercial and Consumer Banking, Mortgages, SBA Lending, Physicians Lending Community Funding and Trust Services. Evolve is recognized as a global leader in the payments industry delivering ACH, Debit/Credit Sponsorship, Card Issuance and unique technology strategies to clients around the world. Evolve has been voted a Top Workplace every year since 2013 and has been named in Inc. Magazine’s 5000 List of the fastest-growing private companies. Member FDIC. Equal Housing Lender.

Gerber Taylor is a multi-asset class investment management and advisory firm with a heritage rooted in deep fundamental investment research. Our 30 years of experience spans the globe across traditional and alternative strategies. We have cultivated enduring relationships with innovative and high-performing investment managers. Our commingled vehicles offer equitable access to our best ideas. We leverage our research capabilities to customize investment portfolios tailored to each client’s needs.

SouthernSun Asset Management, established in 1989, is a research-driven investment management firm implementing concentrated U.S. Small Cap and SMID Cap investment strategies. Our name reflects a commitment to shed light on investment opportunities both at home and around the globe—a commitment that has driven our work throughout our history. We invest with a long-term time horizon in niche-dominant, attractively valued companies with financial flexibility and well-fitted management teams. We believe careful, in-depth analysis of a company’s financial strength, market position, and human capital is the most comprehensive method of assigning proper valuations, identifying opportunities, and reducing the risk of investment. We believe there is no substitute for knowing each company we invest in as if we own the entire company. This approach compels us to be thorough, diligent, and patient in our study of each individual company. An integral part of this process is knowing management and viewing the company “through the eyes of its management team” as well as an objective outside investor. While our roots are proudly established in Memphis, we travel around the globe to seek out the information we need to make sound investment decisions.

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.

mcvean is a financial services company based out of 850 Ridge Lake Blvd, Memphis, TN, United States.

An investment program without “core principals” runs like a ship without a rudder. Seas may occasionally be calm, but a rudderless craft will drift into treacherous waters. For over 30 years Waddell & Associates has navigated clients toward achieving their financial goals by staying true to the following compass: We own what our clients own. We prioritize liquidity. We seek transparency. We value simplicity. We balance asset management with risk management. These parameters allow us access to a wide range of investment opportunities but restrain us from drifting outside the channel. Our global macro-economic, geo-political and macro-market sensibilities inform our investment decision-making process. We believe that worldwide information networks have blurred geographic boundaries. Money moves today with a click of the mouse. Our intent is to anticipate those movements and position the portfolio to benefit from them. Our investment selections are based on making the best decisions for you, not the most profitable decisions for us. The investment advisors at W&A are bound by fiduciary duty to act in your best interests. We pride ourselves on our craftsmanship and attention to detail. We offer our expertise to clients without restriction. Our extensive intellectual capital is at your disposal. With so many moving parts, having a trusted advisor is essential. We know how much effort our clients expend amassing assets. Our mission is to honor that effort through applying our own. We commit to staying on the forefront of investment thought and personal financial strategies. We commit to being available to you whatever the need. We commit to treating your situation with integrity and compassion.

Benchmark Wealth Management has been serving the greater Memphis area since 2000. We have clients in 31 states. What makes us different: We believe and practice "people before profit" every day. Our approach to helping you is…you. Your dreams and your values. We don’t believe in the “one-size-fits-all” approach. We think this is one of the scariest approaches to investments, life insurance, financial planning, and anything that concerns your money and your future. Whether you prefer a “hands on” or a “hands off” portfolio, we can help. Our Investment Philosophy: At Benchmark Wealth Management, we understand the importance of having a long-term financial plan, a plan that efficiently keeps you on track to meet your long-term personal investment goals, regardless of changing market environments. Today, Benchmark Wealth Management offers financial planning, wealth management, trust services*, and insurance solutions. Our team serves clients by encouraging financial awareness and delivering the message of change, hope, and peace with the desire to help you “live like no one else so later you can live like no one else.” *LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Securities and advisory services offered through LPL Financial, a Registered Investment advisor and member SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. We welcome your questions: Email: [email protected] Phone: (901) 682-7449

SLAUGHTER & ASSOCIATES PLLC is a company based out of 604 S 16TH STREET P.O. BOX 2401, OXFORD, Mississippi, United States.

Vishria Bird Financial Group, LLC is a company based out of 1053 W REX RD, Memphis, Tennessee, United States.