Kevin Ronald Woods

A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

AMLI Residential Properties Trust develops, acquires and manages apartment communities. The company was founded in 1980 and is headquartered in Chicago, IL.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Arnall Golden Gregory LLP is an AM Law 200 law firm that provides legal services to businesses and individuals. The private company is based in Atlanta, GA. The firm has a client-service model that focuses on understanding how clients' legal matters fit into their overall business objectives. The company offers industry knowledge, attention to detail, transparency, and value to help clients achieve their definition of success. The firm's transaction, litigation, and regulatory counselors serve clients in healthcare, real estate, litigation, and other dispute resolution, business transactions, fintech, technology, commerce, economic development, public finance, government investigations, and logistics and transportation. The company was founded in 1949 by Sol I Golden, Cleburne Gregory, Ellis G Arnall. The CEO is Jonathan E Eady.