HESS SEGAL GROUP - Key Persons

Job Titles:

• Founder of Wealth Strategies

Allen is the founder of Wealth Strategies, LLC with over 30 years of investment experience. Allen is the fundamentalist of the committee bringing his many years of experience of understanding the equity markets while finding quality companies that trade at a discount to their true value. Allen uses these talents to help the committee better understand equity sector rotation so the portfolios can proactively adjust to market volatility.

Job Titles:

• Co - Founder
• Founder
• Co - Founder / View Profile

Blaine is the founder of Hess Segal Group, LLC, with over 25 years of investment experience. Blaine's background in quantitative equity research helped him create our proprietary stock selection process, MAPS (Multidisciplinary Analytics Process System). This process assists in analyzing current portfolio holdings as well as potential future positions. Blaine Hess, CFP®, is a Co-founder of the Hess Segal Group, LLC. Blaine has helped his clients strive to achieve financial freedom since 1994, where his career began at Smith Barney's Atlanta based subsidiary, Robinson Humphrey, Inc. His holistic wealth management philosophy allows him to "partner" with each individual or family to better understand their goals and dreams. He leverages his strong background in Portfolio Management along with experience as a Financial Planner to help develop a customized Financial Blueprint, which when implemented, will help guide investors through the complexities they encounter when navigating through their Wealth Management concerns. In 2002, Blaine earned the designation of Portfolio Manager after completing the advanced training of the Custom Portfolio program offered at Morgan Stanley. Blaine also achieved his Certified Financial Planner Designation™ that same year. With experience from two of the largest Wall Street firms, Blaine has found that he can better service his client's interest as an Independent Advisor. Blaine graduated from Georgia State University where he earned a B.A. in Economics. Blaine lives in Marietta, Georgia with his wife, Julie, and daughter, Alexandra. He is active in his local community through volunteer work in many areas. Blaine has been a multi-year board member for the Rotary Club of East Cobb as well the club's president. He also participates on the Board of Directors for the Rally Foundation since its creation in 2006. The foundation is a non-profit organization which raises awareness and funds specifically for childhood cancer research to find better treatments and cures for childhood cancers. Finally, his true passion for volunteer work is found working with kids and helping them develop in the sport of wrestling and life. Blaine has been the head coach of the Cobb County Pope High School youth wrestling program since 2003. Before coming to Pope, Blaine spent seven years as the head coach of the youth wrestling program at his high school alma mater, Wheeler High School. Blaine and his wife, Julie, are also active members of Johnson Ferry.

Job Titles:

• Board Member of the Beat Childhood Cancer Foundation
• Chief Investment Officer & Partner / View Profile
• Chief Investment Officer for the Csenge Advisory Group

Eric serves as a Board Member of the Beat Childhood Cancer Foundation and is a Chapter Chair of the Market Technicians Association. His community involvement includes the University of Tampa Board of Fellows, Tampa Connection, Leadership Tampa Bay, the FBI Citizens Academy, and Vistage Florida. Eric is the Chief Investment Officer for the Csenge Advisory Group, LLC with over 25 years of investment experience. Eric created and oversees our proprietary Fusion Analysis research process and leads investment committee meetings. In addition to being a CFP® practitioner, CFA® charter holder, CMT charter holder and an Accredited Behavioral Finance Professional SM (ABFP SM), he oversees all day-to-day portfolio management of the CAG strategies.

Job Titles:

• Founder & Managing Partner / View Profile

As founder and Managing Director of Csenge Advisory Group, John brings more than 30 years of experience and personal success to the table, both in building relationships, and by helping people build wealth. Since 1979, he has aspired to be a trusted advisor to successful business owners, high-income individuals and affluent families. When he commits to taking on your asset management, he is committing to giving 150 percent. John's calm yet intense dedication to the study and analysis of financial asset management, coupled with an emphasis on a standard for excellence, helps him focus on helping clients achieve their goals. Drawing on his decades of experience managing the unique needs and challenges of businesses and business owners, as well as his own experience building and running an independent registered investment advisory firm, John is a contributing author to the highly acclaimed book "Strictly Business Planning Strategies for Privately Owned Businesses" published in 2002. John is also an active member of the Institute for Certified Investment Management Consultants as well as an active Board Member and the 2007 President of the Tampa Bay chapter of the Financial Planning Association. John also serves on the Board of Trustees of the Diocese of St. Petersburg and the Board's Investment Committee. When he's not crunching numbers, you're likely to find him catching waves on his surfboard. Csenge Advisory Group was established and built on our promise to continually deliver high-quality advice to our clients. We believe building and managing personal wealth shouldn't be that difficult. Our clients trust us because they know we are professional, innovative, and, just as important, honest and caring.

Job Titles:

• Co - Founder
• Co - Founder of Hess Segal Group LLC

Julie C Segal, Co-Founder of Hess Segal Group LLC, has extensive experience and knowledge of the financial industry which she has been a part of since 1985. Julie helps cultivate the relationships of the Hess Segal Group by working closely with each of the firm's clients to better understand their daily needs. Julie applies her strong background and a desire to deliver the highest level of "customer service" to each request made of her. In doing so, we feel she forms very strong bonds with all of the Hess Segal Group's relationships. Immediately after Julie completed her degree in Business Administration from the University of Georgia, she began her career in the financial industry. First for a national bank and then with corporate retail firms such as Raymond James, Smith Barney, Morgan Stanley, and currently with her business partner, Blaine Hess, CFP®, as an independent firm with Lion Street Financial. as their Broker/Dealer. She has completed vast amounts of advanced training in Operations while at her previous firms, which she now applies on a daily basis to clients of the Hess Segal Group. Julie, along with her husband, Ken and daughter, Jessie, reside in Smyrna, Georgia. Julie spends time out of the office as the co-director for the dance program at Smyrna Community Dancers as part of her extracurricular activities. In addition, Julie volunteers at her Synagogue throughout the year.

Job Titles:

• Founder of Radian Partners

Larry is the founder of Radian Partners, LLC with over 40 years of investment experience. As a student of the debt markets, Larry acts as the investment committee's fixed income expert. He strives to maximize portfolio cash flow in all the CAG strategies as well as his proprietary Preferred Securities portfolio which he has managed for over two decades.