Wilson Lewis

Banyan Capital Management is an independently owned and operated financial firm based in Atlanta, GA. They are not affiliated with Charles Schwab Co., Inc., a registered broker-dealer. While Schwab provides services related to client accounts, they do not endorse or recommend Banyan Capital Management's investment strategies. Clients should be aware that Schwab does not review the content of Banyan Capital Management's website and does not make any representations regarding the information found there.Generated from the website

Principal Financial Group, based in Atlanta, GA, is a leading provider of insurance and financial services for individuals and businesses. Specializing in a wide range of financial products, including 401(k)s, IRAs, CDs, mutual funds, annuities, and 529 plans, the company offers comprehensive solutions to help clients achieve their financial goals. In addition to its financial offerings, Principal Financial Group also provides insurance coverage for health, dental, disability, life, and vision, ensuring that clients have access to a diverse array of protection options to safeguard their well-being and financial security. Generated from their available business information

Nyhart is an award-winning employee-benefit consulting actuarial and administration firm headquartered in Indianapolis, IN, with a rich industry experience dating back to 1943. Serving a diverse clientele that includes municipalities, healthcare systems, and educational institutions, Nyhart manages client assets exceeding $20 billion through tailored consultative solutions. Since becoming part of FuturePlan by Ascensus in December 2019, Nyhart has strengthened its position as a leading independent actuarial and retirement benefit consulting firm, providing services to over 2,000 clients across all 50 states. With a robust team of nearly 100 actuaries and consultants, Nyhart leverages proprietary software platforms to enhance efficiency and reduce costs for their clients. Generated from the website