Thomas Carroll

SunTrust Banks, Inc. is a bank and financial holding company that engages in the provision of financial services. It offers deposit, credit, mortgage banking, trust and investment, asset management, securities brokerage, and capital market services. It operates through the following segments: Consumer, Wholesale, and Corporate Other. The Consumer segment consists of consumer banking, lending, wealth management, and mortgage banking services. The Wholesale segment relates to advisory, capital raising, and financial risk management; commercial and business banking, commercial real estate; as well as treasury and payment solutions. The Corporate Other segment covers management of the company's investment securities portfolio, long-term debt, end user derivative instruments, short-term liquidity and funding activities, balance sheet risk management, and most real estate assets. The company was founded in July 12, 1984 and is headquartered in Atlanta, GA.

GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles.

HB Wealth Management LLC, dba Homrich Berg (HB), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Andy Berg and David Homrich. HB provides individualized and fiduciary wealth management services for families, individuals, and not-for-profit organizations.

Homrich Berg, Inc. is a national independent wealth management firm that provides fiduciary, fee-only investment management, and financial planning services. The private company is based in Atlanta, GA and has subsidiaries in the United States. The company serves as the leader of the financial team for high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $10 billion for more than 2,000 family relationships nationwide. The company was founded in 1989 by Andy Berg and David E. Homrich. Andy Berg has been the CEO since 1989.