Steven Scott Marco

R. Stewart Eads Investment Counsel, Inc., do-business-as Eads & Heald Wealth Management (EHWM), is an independent registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Robert S. Eads and Thomas F. Heald in 1987. EHWM provides comprehensive financial planning services and investment management services through the use of separately managed portfolios for individuals, families, corporations or business entities, retirement plans, pension plans, trusts, endowments, foundations, family limited partnerships and other types of accounts.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Lang Asset Management, Inc. (LAM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Indian Harbour Beach, Florida. The firm was founded by Robert Lang in 1990. LAM provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, and other US and international institutions.

BIP Wealth LLC (BIP) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Mark Buffington and Bill Harris in 2007 as Buckhead Investment Partners LLC. BIP provides investment advice to individuals, trusts, estates and various entities (such as corporations, partnerships and limited liability companies) through which individuals and families hold investment assets.