Irby Jones Thompson

Thompson Insurance Enterprises LLC operates assisted living centers and provides local transportation services. The company was founded by Roy S. Thompson and Gregory S. Thompson in December 1977 and is headquartered in Kennesaw, GA.

CapitalSouth Bancorp is a bank holding company, which engages in the provision of commercial banking services to individuals, businesses and institutional customers. It operates through the following business segments: Commercial Banking, Mortgage Banking, and Corporate and Other. The company offers lending services and other loan programs for business through its Business Capital Group, which operates through full-service offices as well as the loan production office. CapitalSouth Bancorp was founded on June 28,1990 and is headquartered in Birmingham, AL.

Welch Hornsby, Inc. provides investment advisory services. The firm serves to individuals, families, and Institutions. The company was founded by Edward V. Welch, Jr. and John S. Hornsby in 1988 and is headquartered in Montgomery, AL.

Wilson Price Wealth Management LLC provided investment advisory services. The company was headquartered in Montgomery, AL.

Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations.