Who We Are & What We Do: Graham Capital Management, L.P. (“Graham”) is an alternative investment firm focused on innovative quantitative and discretionary investment solutions. The Firm was founded in 1994 by Kenneth G. Tropin and, as of January 1, 2024, has approximately $18 billion in assets managed on behalf of global pensions, sovereign wealth funds, endowments and foundations, investment management advisors and qualified individual investors. Culture: We believe that our greatest asset is the collective intelligence, ingenuity and integrity of our employees. Collaboration, innovation, and integrity contribute to the quality of life that is a cornerstone of the firm’s culture. Careers: Graham hires on an opportunistic basis and is interested in seeing high quality talent across various fields of expertise. Please visit Graham’s website, www.grahamcapital.com, for more information on the firm and open positions. Key Employment Factors include: -Competitive Salary + Bonus: We seek to offer employees competitive compensative packages that acknowledge and reward individuals for outstanding performance. -Collegial Work Environment: Graham promotes collaboration across multiple disciplines and is committed to building a diverse, highly talented team. -Opportunities to Advance: Potential for individuals to develop and learn, growing their careers over time. -Location: Headquartered on a beautiful campus in Rowayton, CT with easy commute to New York City and walking distance to CT beaches and restaurants. -Full Suite of Benefits: Including Comprehensive Health Insurance, Vision and Dental Insurance, Paid Vacation, 401K and Educational Assistance. -Work-Life Balance: In-house dining and fitness facilities, happy hours, recreational activities.

Paloma Partners Management Company is a registered investment adviser to a multi-manager, multi-strategy hedge fund. The search for talent is a core part of our operating model and we welcome the opportunity to speak with accomplished and innovative investment professionals who exhibit a strong respect for capital and risk management.

Kohlberg is a leading U.S. middle market private equity firm based in Mount Kisco, New York. Over the firm’s 36-year history, the firm has organized 11 private equity vehicles totaling in aggregate over $14 billion. Since inception, the firm’s private equity investments have generated over $10 billion in realized returns with no realized losses since 2007. The firm invests in leading middle market businesses that are identified through its rigorous thematic research and the firm’s White Paper Program in its six core practice areas.

Founded in 1935, HJ Sims offers wealth management, investment banking, trading, underwriting & institutional services. Our team of experienced professionals continuously deliver innovative financings and a spectrum of wealth management strategies and fixed-income opportunities, including municipal and corporate bonds, to position clients for growth and greater success. We believe the road to increased wealth is steady income, compounded interest and solid returns. We manage your wealth to finance your goals and lifestyle. In the financial markets, the only constant is change. That’s why we’re committed to creating the customized financing structures that work best for you. Our clients see us as collaborative long-term partners who provide unique tax-exempt and taxable opportunities, exceptional service and liquidity support.

Monomoy Capital Partners is a private investment firm with over $2.7 billion in assets under management. Since forming the firm in 2005, Monomoy has provided middle-market businesses with strategic capital, unmatched management and operational expertise, and the ability to achieve sustainable success. Monomoy invests in the equity and debt of manufacturing and distribution businesses that can benefit from operational and financial improvement. With experience with over 60 middle-market transactions, Monomoy has demonstrated success working with management teams across Industrial and Consumer sectors.

Chilton Investment Company, Inc is a global investment management firm that aims to produce superior investment returns by aggressively seeking capital appreciation in rising markets and preserving capital in declining markets. We take a long-term perspective as we endeavor to maintain a focused, disciplined portfolio that consistently generates profits for our clients over time. Please visit www.chiltonfunds.com for information about Chilton Investment Company, LLC.

Symmetry Partners brings decades of experience and commitment to helping Advisors and their clients achieve their most important goals with confidence. We do this by drawing on extensive academic research — and Symmetry’s own — to engineer what we believe to be exceptional investment solutions. Our Evidence-Based mutual fund and ETF portfolios combine the best of active and passive and are grounded in extensive academic research, including the insights of 12 Nobel laureates. To help Advisors scale their businesses and deliver a better client experience, we also provide Marketing, Technology, and Operational services, consulting, and support. Disclosures: https://bit.ly/3wB1q7C

Black Diamond is a privately held alternative asset management firm specializing in high yield credit, stressed & distressed credit, restructurings and business turnarounds.

Vision Financial Markets LLC (“Vision”) is registered with the Securities and Exchange Commission as a self-clearing securities broker/dealer. Vision serves the needs of direct securities traders, investment advisors and other broker/dealers through its correspondent services. This includes providing clearing services in equities, options and fixed income. Vision is committed to delivering cutting-edge solutions required by active trading customers. Therefore, we provide our customers with options to select access to a variety of electronic markets, on various order entry and analytical trading platforms provided by independent software vendors. This suite of products can meet the various needs of either professional or retail traders, including the ability to write to various Application Programming Interfaces. Our designated self-regulatory organization is Chicago Board Options Exchange. We are also audited annually by an independent accountant. Vision seeks to adhere to sound, conservative business principles so that it retains the trust and reliance, as a business partner, that our customers desire and deserve. Vision’s owners have a large personal investment stake in Vision’s net capital. Additionally, Vision’s capital has always been primarily invested in U.S. Treasuries and AA/AAA rated short-term securities. Vision’s goal is to provide its valued customers the best possible service and support to help them reach their investment goals. Vision maintains memberships with the Depository Trust Clearing Corporation (“DTCC”) and the Options Clearing Corporation (“OCC”). DTCC and OCC, as clearinghouses, attempt to promote stability in the financial marketplace by implementing effective risk management policies. This strengthens the integrity of the financial markets cleared, with the hope of protecting the interests of its clearing members, and ultimately their customers. Vision is a privately held company located in Stamford, Connecticut.

We believe in: Purposeful processes for a logical retirement plan Collaborative decisions at the pace you dictate Complete transparency Our expertise is in working with folks who have built successful technical careers and who value thorough, process-oriented advice. We take a rational approach to our advice process with full transparency about everything we do, for every decision you make. You'll notice the difference the first time you walk into our office. We’re obsessed with every detail of your experience! Each member of the AdviceOne team is dedicated to making you feel comfortable and respected at every stage of the planning process. We will match your pace and collaborate with you on all your decisions as slowly or as quickly as you like. We invite you to experience the AdviceOne Difference. Michael P. Grossman, CFP®, serves as the President of AdviceOne Advisory Services, LLC (“AdviceOne”), a registered investment advisor. Advisory services are only offered to clients or prospective clients where AdviceOne and its representatives are properly licensed or exempt from licensure. The content on this site is for informational and/or educational purposes only and is not in any way to be considered investment advice nor a recommendation of any investment product. These are testimonials by clients of AdviceOne Advisory Services, LLC. AdviceOne has not provided any direct or indirect compensation for these testimonials. For additional disclosure, please click on the following link https://adviceoneretirement.com/social-media-disclosure Michael's LinkedIn Page: https://www.linkedin.com/in/michael-p-grossman-cfp-049969208/

Finacity specializes in the securitization of account receivables, and has succeeded in making receivables securitization less complex, more cost effective, and efficient for its clients. Additionally, Finacity offers various alternative structuring and placement options in the factoring, ABL, supply chain finance, forfaiting and structured trade finance markets. Finacity was founded in 2001 through the collective efforts and investment capital of ABN AMRO, Bank of America, Euler Hermes and Amroc Investments. In addition to capital, each partner has contributed people, time, intellectual property, and other tangible assets to Finacity’s business and infrastructure. The investing partners are not captive, allowing Finacity to work with funding sources that best meet its clients’ needs. Headquartered in Stamford, Connecticut, Finacity services clients in North America, the European Union, Latin America, Emerging Europe, Asia, and the MENA region. More information can be found at www.finacity.com.

Founded in 2010, Connecticut Wealth Management, LLC (CTWM) is a registered investment advisor (RIA) that provides holistic financial planning, tax planning, and investment advice for high-net-worth individuals, including business owners, executives, and multigenerational families. CTWM's mission is to turn life's aspirations into reality for our clients and team. With a focus on maintaining a low client-to-advisor ratio, crafting comprehensive financial plans, and employing a team approach, CTWM's experienced advisors strive to provide exceptional service while fostering genuine relationships. For a list of states in which we are registered to do business, please visit www.ctwealthmgmt.com.