CAPTRUST

Zoe Financial, Inc., founded in 2016 and based in Scarsdale, New York, specializes in providing financial advisory services. The company assists clients in finding independent and fiduciary financial advisors by carefully screening these professionals to ensure they deliver appropriate and effective guidance. Zoe Financial categorizes advisors based on their qualifications, expertise, problem-solving capabilities, operational efficiency, and client-advisor ratio. This structured approach enables clients to receive personalized financial planning tailored to their specific needs, ultimately facilitating informed financial decisions and wealth creation.

Carolinas Investment Consulting is an independent financial advisory firm, specializing in investment and wealth management services for high-net-worth individuals and families. They provide personalized financial planning and portfolio management strategies, helping clients make informed financial decisions.

Campbell Wealth Management is a professional services firm specializing in comprehensive financial planning. They assist clients in achieving their retirement goals through tailored strategies that encompass income planning, investment management, tax planning, and legacy planning. Their services also include insurance planning to protect clients' assets and financial well-being. The company's mission is to build, manage, and preserve the wealth of its clients through dedicated, personalized service.

Boston Financial Management is a wealth management firm located in Boston, Massachusetts, established in 1976. The firm specializes in providing investment management, financial planning, estate planning, and trust services to a diverse clientele that includes individuals, families, endowments, and not-for-profit organizations. With a focus on addressing the unique challenges associated with wealth, Boston Financial Management aims to deliver tailored solutions to its clients' critical financial questions. The firm's assets are managed by an experienced executive team, ensuring a personalized approach to wealth management. As a Registered Investment Adviser, Boston Financial Management is committed to upholding high standards of professionalism and fiduciary responsibility in its services.

Southern Wealth Management specializes in a comprehensive range of financial services, including financial and estate planning, business succession planning, and tax consulting. The firm assists clients with compliance and the filing of tax returns, while also offering investment portfolio design and management. Additionally, Southern Wealth Management provides life insurance portfolio design and management, philanthropic planning, and plan management services. The firm aims to serve high-net-worth individuals and families through its family office services, ensuring tailored financial strategies to meet the unique needs of its clients.

TrustCore is a wealth management firm based in Brentwood, Tennessee, established in 1984. The company specializes in retirement planning, risk management, investment strategies, and wealth management solutions. It serves a diverse clientele, including individuals, families, and non-profit organizations, assisting them in creating, growing, and preserving their wealth. TrustCore aims to help clients navigate the complexities of the financial landscape by providing tailored expertise across various financial disciplines. The firm's executive management team oversees the managed assets, ensuring a focused approach to clients' financial futures.

Reynolds Investment Management is a fee-based investment advisor registered with the Securities and Exchange Commission. The firm specializes in providing wealth management services tailored to individuals and families, business owners, medical professionals, and retirees. Additionally, it offers investment advisory services to retirement plan sponsors, endowments, and foundations, focusing on delivering personalized investment strategies and guidance to meet the diverse financial needs of its clients.

Frontier Wealth Management, established in 2007, was a Missouri-based financial services firm headquartered in Kansas City. It offered a comprehensive suite of wealth management solutions, including financial planning, investment management, risk management, estate and tax planning, and corporate retirement services. The firm catered to individual, family, corporate, and non-profit clients, managing their assets under the guidance of its executive management team. However, it is no longer in operation.

Portfolio Evaluations is a privately-owned consulting firm that specializes in institutional investment and retirement plan consulting services. Operating independently and non-affiliated, the firm provides comprehensive advice, guidance, direction, and education to fiduciaries of institutional investment programs. Its diverse client base includes private and public entities such as corporations, non-profit institutions, endowments, foundations, governments, municipalities, Taft-Hartley plans, and family groups. In 2022, Portfolio Evaluations was acquired by CAPTRUST Financial Advisors, further expanding its reach and resources in the consulting sector.

Rinet Company is a Boston-based financial services firm specializing in comprehensive wealth management for high net worth individuals and families. They offer tailored investment strategies alongside expert guidance on income tax planning, retirement planning, insurance solutions, managing liquidity events, and educational funding.

Pacific Investment Consultants is a platform that offers wealth management and retirement planning services.

PWA Wealth Management is a firm that focuses on providing a range of financial services, including retirement planning, investment advisory, investment management, wealth planning, and risk management. The company caters to individuals, small business owners, and institutional clients, helping them navigate their financial landscapes to achieve their goals. Through its expertise, PWA Wealth Management aims to deliver tailored solutions that address the unique needs of each client, ensuring a comprehensive approach to wealth management and financial security.

MRA Associates is a boutique registered investment advisor that offers tailored asset management services to individuals, families, and organizations primarily in the Western United States. The firm specializes in wealth management, tax planning, retirement planning, investment advice, and portfolio construction. MRA Associates is dedicated to providing innovative financial solutions, catering to a diverse clientele that includes corporate retirement plans, endowments, foundations, and sovereign nations. With a focus on personalized service, the company draws on large firm experience to deliver comprehensive financial guidance and support.

Plante & Moran Financial Advisors (PMFA) is a Michigan-based asset management firm founded in 1977 and located in Southfield, Michigan. Operating as a subsidiary of Plante & Moran, LLP, PMFA provides investment services tailored to individuals and a range of institutional clients, including not-for-profit organizations, foundations, endowments, and qualified pension plans. The firm specializes in investment consulting and fiduciary services, focusing on asset allocation development, investment policy design, manager search and oversight, and ongoing portfolio monitoring. With a strong in-house investment research team, PMFA is dedicated to formulating integrated investment strategies that safeguard assets, mitigate risk, and ensure compliance with evolving regulations, all while aligning with clients' financial objectives.

Lakeside Wealth Management is an investment advisory firm located in Chesterton, Indiana, specializing in comprehensive financial services. The company focuses on retirement plan design and investment management for institutions, while also offering tailored financial planning and legacy planning services for individual clients. By providing education to participants, Lakeside Wealth Management aims to simplify financial complexities and help clients achieve their retirement goals and secure their financial futures.

Welch Hornsby, Inc. is an independent financial services firm based in Montgomery, Alabama, specializing in wealth management, investment advisory, and institutional asset management. Founded in 1988, the company offers a personalized approach to financial planning, catering to individuals, families, and institutional clients. Welch Hornsby focuses on innovative strategies and proven investment methodologies to help clients build, protect, and preserve their wealth. The firm emphasizes the importance of preparing clients for economic transitions while assisting them in achieving their financial objectives.

South Texas Money Management, Ltd. is an employee-owned investment management firm based in San Antonio, Texas, with additional offices in Houston, Austin, Dallas, and Corpus Christi. Founded in 2000, the firm specializes in providing asset and wealth management services to a diverse clientele, including individuals, high net worth individuals, institutions, pension plans, charitable organizations, corporations, and government entities. South Texas Money Management manages tailored equity and fixed income portfolios, investing primarily in the public markets of the United States, focusing on both value and growth stocks of large-cap companies, as well as taxable and non-taxable bonds. The firm employs a fundamental analysis approach and conducts in-house research to inform its investment strategies, with performance benchmarks for equity portfolios set against the S&P 500 Index. The firm emphasizes quality and diversification in its investment process.

FCE Group is a prominent wealth management and investment advisory firm recognized for its diversity in financial services. The company specializes in offering a range of support to clients, including financial planning, retirement planning, estate planning, investment management, and insurance analysis. With a focus on tailoring financial solutions, FCE Group provides clients with the expertise needed to effectively address their financial affairs at any stage of life.

Morton Wealth Management is a consulting firm providing comprehensive wealth management, financial planning and investment management services to high net worth individuals and families.

Catawba Capital Management, Inc. is an employee-owned investment management firm based in Roanoke, Virginia, founded in June 1992. The firm specializes in providing personalized investment management services to a diverse clientele, including high net worth individuals, businesses, pension plans, charitable organizations, corporations, trusts, estates, endowments, and foundations. Catawba Capital Management focuses on managing separate client-oriented equity and fixed income portfolios, utilizing a conservative investment approach that emphasizes investing in high-quality securities at reasonable prices. The firm employs fundamental analysis and a bottom-up stock picking strategy to construct its portfolios, primarily investing in value and growth stocks as well as Virginia municipal bonds for its fixed income investments. By leveraging external research, Catawba Capital Management aims to deliver tailored investment solutions that align with the unique financial goals of its clients.