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Nexxess International

Nexxess International is a National Private Trust Management Company, located near Dallas, TX. Today, Nexxess has more than 200 consulting partners and we manage wealth and trusts for clients. As a leader in complex trust structuring, Nexxess can help both clients, large or small. We have staff of many different skill sets, including Financial Planners, Enrolled Agents, CPAs, Attorneys and more.

Universal Sompo General Insurance Co. Ltd.

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Tru Consulting

Tru Consulting is dedicated to delivering exceptional Anaplan implementation and consulting services with a focus on delivery excellence. What sets us apart is our commitment to an agile, collaborative, and client-centric approach that empowers our clients to achieve their goals and drive measurable strategic impact. By leveraging our deep industry expertise in higher education and public sector, cutting-edge technology, and innovative methodologies, we are able to provide tailored solutions that address our clients most pressing challenges and opportunities. Our goal is not just to deliver projects on time and within budget, but to become a true partner to our clients, and support them as serve their communities, institution, and constituents. Why Tru Consulting? —We have over 350+ years of collective experience working in the higher education and public sector industries. — We bring proprietary modeling frameworks and tried and true approaches tailored to education and public sector connected planning. — We have a proven track record and are 100% referenceable across our 60+ clients. To learn more, visit tru.consulting

Carolina Family Estate Planning

Carolina Family Estate Planning was built with the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency. You want to know youve made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your children would be taken care of in the best way possible and will be prepared to receive your wealth if anything happens to you. That is our focus as well. Please explore our website to discover how we are different – how we thoroughly protect your children with our Kids Protection Plan™ and guide you to pass on more than just your financial assets in the planning process! Turn to Carolina Family Estate Planning for: •Wills •Living Trusts •Naming Guardians for Children •Kids Protection Plan •Advanced Planning & Asset Protection •Special Needs Planning •Business Formation & Compliance •Business Succession Planning •Probate •Trust Administration •Priceless Conversations •And much more...

GSB

GSB, formerly known as Guilford Savings Bank, is a mutual financial institution based in Connecticut, established in 1875. With over 145 years of experience, GSB has expanded from a single branch to eight locations, managing nearly $1 billion in assets. The bank focuses on community-oriented banking, emphasizing personalized service and long-term relationships with clients. GSB offers a comprehensive range of personal and business banking solutions. Their services include digital banking for real-time account management, tailored business banking for small to medium enterprises, and personal banking options such as checking and savings accounts, loans, and mortgages. The bank also provides specialized tools like online account opening and financial education resources. As a mutual bank, GSB reinvests its profits into community development and employee benefits, reflecting its commitment to local businesses and the shoreline communities of Connecticut. The bank promotes a culture of integrity and collaboration, ensuring that clients have direct access to staff and customized financial strategies. GSB continues to invest in digital innovation while maintaining a strong local presence.