Wayne D. Moss

Founded in 1988 by Robert Law, Creative Financial Group Ltd. is a registered investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Synovus Financial Corp. (NYSE: SNV). They provide comprehensive financial planning, asset management and tax services to corporate executives, professionals, small business owners, retired persons and others.

Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices.