Bill Harris

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY.

R. Stewart Eads Investment Counsel, Inc., do-business-as Eads & Heald Wealth Management (EHWM), is an independent registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Robert S. Eads and Thomas F. Heald in 1987. EHWM provides comprehensive financial planning services and investment management services through the use of separately managed portfolios for individuals, families, corporations or business entities, retirement plans, pension plans, trusts, endowments, foundations, family limited partnerships and other types of accounts.

Sowell Financial Services LLC (do-business-as Sowell Management) is an independent, SEC-registered investment advisor and wealth management firm headquartered in North Little Rock, Arkansas. The firm was founded by Bill Sowell in 2001. Sowell Management provides investment portfolios for individuals, retirement plans, corporations, registered investment advisers and institutions.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Ingenious Med, Inc. develops a platform for physician practices and health systems. It offers practice and enterprise solutions such as charge capture, physician communication and secure messaging, physician care coordination, practice management analytics, and quality reporting registry. It also provides professional services. The company was founded by Mohan S. Gounder, Patrick Anthony McKenna, and Steven T. Liu in 1999 and is headquartered in Atlanta, GA.

M.D. Sass Associates, Inc. provides investment management services. It manages Taft-Hartley and public sector union employee funds. The company was founded on April 4, 1972 and is headquartered in New York, NY.

Achieve It Online LLC develops and delivers execution management and strategic planning software solutions. It offers online tools to develop, monitor, and implement strategic and operational plans, performance and quality improvement projects, and leadership and management programs. The company was founded by Scott A. Regan in 2010 and is headquartered in Atlanta, GA.

VoApps, Inc. develops voice applications. The firm provides innovative voicemail solutions to help businesses reach mobile contacts with consideration and compliance. The company was founded in 2008 by David A. King and is headquartered in Atlanta, GA.

UserIQ, Inc. engages in the development of in-app data engine, applications, and engagement tools. It offers UserIQ, which enables users to create personal, data-driven in-app messages and guided tours; and understand user behavior to create automated in-app campaigns. The company was founded by Aaron Aycock and Adam Mangone in 2014 and is headquartered in Dunwoody, GA.

Lang Asset Management, Inc. (LAM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Indian Harbour Beach, Florida. The firm was founded by Robert Lang in 1990. LAM provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, and other US and international institutions.

The Goldstein Co., Inc. provides employee benefit consulting and administrative services to clients and brokers. The company is headquartered in Englewood, NJ.

Metro Atlanta Chamber of Commerce is a non-profit organization, which engages in improving the quality of place and advancing economic growth. It focuses on growing the region's innovation economy by promoting and strengthening connections. The company was founded in 1860 and is headquartered in Atlanta, GA.

REACH Health, Inc. provides telemedicine software solutions for hospitals. It specializes in developing and providing interactive physician-to-patient access. The firm offers clinical and administrative solutions including clinical widgets, workflow, care settings, performance analytics and professional services. The company was founded by Grant Kohler and David C. Hess in 2003 and is headquartered in Alpharetta, GA.

2080 Media, Inc. provides digital media broadband content. The firm produces music, videos, live artistic, and theatrical productions. The company was founded by David Rudolph in 2008 and is headquartered in Atlanta, GA.

BIP Ventures (BIP Ventures) is a venture capital subsidiary of BIP Wealth LLC founded in 2007 by H. Scott Pressly and Mark Andrew Buffington. The firm is headquartered in Atlanta, Georgia.

ConnexPay LLC provides financial technology and global payment solutions. The company was founded by Robert Kaufman and is headquartered in Bonita Springs, FL.

Part of Ultimus Fund Solutions LLC, Lamplighter Financial LLC is an American company that provides fund administration and back office services within the alternative investment sector. The company is located in the US. Lamplighter Financial was acquired by LeverPoint Management LLC, part of Ultimus Fund Solutions LLC from December 31, 2019 on July 26, 2017.

Wellview, Inc. provides health, wellness and fitness programs. It offers personal health education, clinical provider services, behavioral health support & advocacy and simplified access to healthcare solutions & providers. The company was founded by Christopher Kuzniak and James Story and is headquartered in Nashville, TN.

Vendormate, Inc. provides technology and compliance-monitoring services. Its software-based products enable its healthcare and banking clients to manage every aspect of staff and vendor information, including registration, screening, credentialing, and monitoring, and to remain in compliance with the internal policies as well as government mandates. The company was founded by John A. Monin on February 24, 2005 and is headquartered in Atlanta, GA.

Aspirion Health Resources LLC engages in the provision of health care insurance services. It offers MVA program, workers compensation claims, denial management, account management system, and care solutions. The company was founded in 2008 and is headquartered in Columbus, GA.

Tricentis Americas, Inc. develops and provides testing management solutions to the software publishing sector. Its qTest platform streamlines software testing in agile and DevOps environments and centralizes testing efforts across the enterprise. The company was founded by Josh Lieberman and Vu Lam in 2010 and is headquartered in Atlanta, GA.

Trella Health develops and offers cloud-based data solutions for the healthcare industry including a web-based platform of healthcare database. The company was founded in 2015 and is headquartered in Atlanta, GA.

Lynkcare LLC develops software platform for collecting, presenting and reporting cases for cancer conferences. The company was founded by Anju Mathew and Lijo Simpson and is headquartered in Atlanta, GA.