Chuck Roberson

Greenbaum and Orecchio, Inc. is a registered investment advisor firm located in Old Tappan, New Jersey

Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities.

Heritage Financial Group provides financial services to individuals and small to mid-sized businesses. The lending activities of the Group include residence loans, multi-family residence loans, commercial property loans, consumer and commercial business loans. The Group offers deposit accounts having different interest rates and terms, which generally include savings accounts, money market deposits, term certificate accounts and checking accounts. The Group operates through six full service banking offices in Albany, Georgia, and Dougherty, Lee, Mitchell and Worth counties in Georgia. It provides investment products, life, health, disability and long-term care insurance. The company was founded in February 2002 and is headquartered in Albany, GA.