Carol Berg

Carter Capital Management is an independent financial planning and investment management firm that provides comprehensive financial planning services and investment management. The private company is based in Houston, TX and provides its services in the fiduciary capacity on a fee-only compensation basis. The company's investment philosophy centers around the well-established premise that markets are generally efficient and that cost is a major contributor to the returns for many investors today. The company was founded by David Carter over 20 years ago, who left a major Wall Street firm to start the venture with a vision and conviction that there must be a better way to serve and help clients navigate their way toward retirement and financial independence.

Trutina Financial LLC is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 2005 as Bellevue Financial, Inc. They were acquired in 2023 by CapFinancial Partners LLC, which is a subsidiary of The CapFinancial Group LLC. Trutina Financial provides wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, corporate assets, and endowments and foundations of nonprofits.

YMCA of Metropolitan Atlanta, Inc. is a non profit organization that offers programs serving the needs of the community and individuals. It is an association of men, women and children joined together by a shared commitment to nurturing the potential of kids, promoting healthy living, and fostering a sense of social responsibility. The company was founded in 1858 and is headquartered in Atlanta, GA.

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.

Atlanta Committee for Progress operates as a nonprofit corporation. The company is headquartered in Georgia, USA. Founded in 2003 by Mayor Shirley Franklin. The organization’s key focus areas have been public sector fiscal accountability; economic development; infrastructure and transportation; K-12 public education; technology and innovation; and culture/quality of life.