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Headquarters: United States 11216 Waples Mill Rd Ste 100 Fairfax, VA, U.S.A. 22030 6506942100 www.geek.net

Headquarters: United States 104 South Main Street, Poinsett Plaza, 10th Floor Greenville, SC, U.S.A. 29601 8642557900 www.carolinafirst.com

South Jersey Industries, Inc. SJI (*NYSE)

Headquarters: United States 1 South Jersey Plaza, Route 54 Folsom, NJ, U.S.A. 08037 6095619000 www.sjindustries.com

South Street Financial Corp. SSFC (*OTC (USA))

Headquarters: United States 155 West South Street Albemarle, NC, U.S.A. 28001 7049829184 www.homesavingsbank.org

Southcoast Financial Corp. SOCB (*NASDAQ)

Headquarters: United States 530 Johnnie Dodds Blvd. Mt. Pleasant, SC, U.S.A. 29464 8438840504 www.southcoastbank.com

Southern Banc Co., Inc., The SRNN (*OTC (USA))

Headquarters: United States 221 S. 6th Street Gadsden, AL, U.S.A. 35901 2565433860 www.sobanco.com

Southern Community Financial Corp.

Headquarters: United States 4605 Country Club Road Winston-Salem, NC, U.S.A. 27104 3367688500 www.smallenoughtocare.com

Southern Co. SO (*NYSE)

Headquarters: United States 30 Ivan Allen Jr. Blvd. NW Atlanta, GA, U.S.A. 30308 4045065000 www.southerncompany.com

Southern First Bancshares Inc. SFST (*NASDAQ)

Headquarters: United States 100 Verdae Blvd, Suite 100. Greenville, SC, U.S.A. 29607 8646799000 www.southernfirst.com

Southern Michigan Bancorp, Inc. SOMC (*OTC (USA))

Headquarters: United States 51 West Pearl Street Coldwater, MI, U.S.A. 49036 5172795500 www.smb-t.com

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First Trust Preferred Sec & Inc Fd FPEAX,FPECX,FPEFX,FPEIX,FPERX,FPEAX.lw

120 E. Liberty Drive, Suite 400, Wheaton, IL, United States 60187

First Trust/Confluence Small Cap Val Fd FOVRX,FOVAX,FOVCX,FOVIX,FOVAX.lw

120 E. Liberty Drive, Suite 400, Wheaton, IL, United States 60187

AMG GW&K Small/Mid Cap Growth Fund ACWDX,ACWIX,ACWZX

One Stamford Plaza, 263 Tresser Boulevard, Suite 949, Stamford, CT, United States 06901

American Funds Mortgage Fund MFAAX,CMFFX,RMAAX,RMABX,RMACX,RMAEX,RMAFX,RMAGX,MFABX,MFACX,MFAEX,MFAFX,CMFAX,CMFBX,CMFCX,CMFEX,MFAAX.lw,CMFAX.lw,RMBEX,RMAHX,AFFMX,FFMFX,FMMFX

333 S. Hope Street, Los Angeles, CA, United States 90071

American Funds Tax-Exempt Fund of NY NYAAX,NYABX,NYACX,NYAEX,NYAFX,NYAAX.lw,TFNYX

333 S. Hope Street, Los Angeles, CA, United States 90071

Dupree Taxable Municipal Bond Fund DUTMX

P.O. Box 1149, Lexington, KY, United States 40588

DFA Commodity Strategy Port DCMSX

1299 Ocean Avenue, 11th Floor, Santa Monica, CA, United States 90401

Kotak India Equity Fund INDAX,INFCX,INDIX,INDAX.lw,INAAX,INDSX Social-Social

1290 Broadway, Suite 1100, Denver, CO, United States 80203

EuroPac International Bond Fund EPIBX,EPIBX.lw,EPBIX

1201 Dove Street, Suite 370, Newport Beach, CA, United States 92660

JPMorgan Flexible Debt ETF JSIAX,JINCX,JFLX,JISZX,JSIRX,JSIAX.lw,JSIMX

270 Park Avenue, New York, NY, United States 10017-2070

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MFA Wealth

Director of Financial Planning
Moralis Technologies
PITTSBURGH, PA
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Scott Wright

Advisor
Idle Hill Advisors LLC
Greenville, SC

Greg Terhune

Financial Advisor
Edward Jones
Cuyahoga Falls, OH