Dorothy Elder

Truist Advisory Services, Inc. (TAS), formerly known as SunTrust Advisory Services, Inc., is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm is a separate, wholly owned, non-bank indirect affiliate of Truist Financial Corp. (NYSE: TFC). TAS provides investment advisory services to individuals, corporations and other business entities, charitable organizations and not-for-profit organizations.

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.

Davidson & Garrard, Inc. (DG), a registered investment advisor, provides comprehensive portfolio management services to institutional and private clients. Formed in 1987, the firm is headquartered in Lynchburg, Virginia

Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO.