Alana L. Griffin

Synovus Securities, Inc., a subsidiary of Synovus Financial Corp. (NYSE:SNV), is an independent broker/dealer located in Columbus, Georgia. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research

Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander.

Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle.

Synovus Bank engages in the provision of banking services. The company was founded in 1888 and is headquartered in Columbus, GA.

Berman Capital Advisors LLC is a multi-family office headquartered in Atlanta, Georgia. The firm was founded by Justin Berman in 2010. In 2021, they were acquired by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Berman Capital Advisors provides family office services, wealth management, and investment consulting services to a select group of high-net-worth families.

Synovus Securities, Inc. (Investment Management) (SSI-IM) is the asset management division of Synovus Securities, Inc., a broker-dealer firm headquartered in Columbus, Georgia. The firm was founded in 1985 and is a subsidiary of Synovus Financial Corp. (NYSE: SNV). SSI-IM offers investment advisory services to individuals, high net worth individuals, banks or thrift institutions, pension and profit-sharing plans, corporations, and trusts, estates and charitable organizations. The services are offered as strategies, separately managed accounts, and wrap fee programs.

Sage Mountain Advisors LLC (Sage Mountain) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by Scott Neu and Anthony “Tony” Cox in 2018. Sage Mountain offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities.