Michele Marie Poirier

The Moorings Group LLC is an independent SEC-registered wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Michele Poirier in 2003. The Moorings Group designs and manages custom portfolios for individual investors, corporations, foundations, endowments, governmental entities, and trusts.

Financial Service Group, Inc. is a fee-only financial advisory firm located in Racine, WI. The private company's fiduciary financial and retirement planners serve clients in southeastern Wisconsin. The company's services include investment planning, retirement planning, tax planning, and more. Terri D'Alie, the Chief Operating Officer, has been with the company since its early years in Racine.

Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY.

Charlotte Capital LLC (CC) is an institutional-only money management firm specializing in small capitalization value investing. Based in Charlotte, North Carolina, CC has a national client base that includes Fortune 500 companies, Taft Hartley plans and foundations. Previously named Capital Technology, Inc., the firm was acquired by Sanders Morris Harris Group, Inc. in 2004.