Lime Rock Management LP is a computer software company based out of 518 Riverside Ave, Westport, Connecticut, United States.

The Spero Group, LLC is a comprehensive detox and behavioral health management company. We provide full service detox management solutions to hospitals and related health care partners across the United States. The Spero Group manages state of the art detox centers staffed with trained social workers, marketers, and specialized technicians. Our purpose is to partner with hospitals and other providers in order to deliver patient care with the highest level of clinical excellence to an underserved yet growing patient population. Our clients can now provide local options for pre-treatment stabilization to individuals and families facing substance use issues. The Spero Group is determined to deliver the most effective treatment pathways for our client’s patients and share our knowledge across our provider base nationwide.

GGA Retirement is an experienced, independent consultant for 401k plans, serving as a 3(38) or 3(21) plan fiduciary. For employers and financial advisors overseeing retirement plans, we improve employee outcomes through an exclusive investment education app, reduce costs, provide investment fiduciary protection, and ease operational and decision-making burdens. We are a division of Granite Group Advisors, a wealth management firm established in 2003 to be the investor’s advocate through a business model based on truth, transparency and safety.

In a rapidly changing world, Kreitler Financial is committed to making a difference in the lives of individuals and families by helping them minimize their financial uncertainties. The independent advisors at Kreitler Financial provide comprehensive wealth management including lifetime planning and investment management with complete implementation.

As an independent, family-owned and operated wealth management firm, we have a distinct perspective on financial advice. Everything begins with the client and what they want to accomplish in life. With this future in mind, we work to empower our clients to embrace the most meaningful opportunities in life feeling confident and supported.

JGB Management Inc., (“JGB”) founded by Brett Cohen in 2005, is an alternative asset management firm focused on investing in niche credit-oriented situations. JGB specializes in investing in downside-protected, process-driven opportunities in under-followed areas. JGB’s Portfolio Managers are proficient across all aspects of deal structuring, combining extensive due diligence with in-depth valuation work. The types of investments that JGB focuses on are deeply idiosyncratic and JGB strives to have little to no correlation with the performance of traditional markets. JGB's Mission: • Invest opportunistically to consistently provide positive returns, regardless of market environment. • Minimize loss of capital through rigorous credit process with a focus on downside protection. • Leverage deal structuring expertise to creatively find solutions for companies' capital needs.

President and founder, Pettee Investors, Inc., an independent, SEC registered investment advisor focusing on long-term investment management for high net worth and institutional clients. Responsible for:. All investment decisions . Customizing separately managed diversified portfolios.. Asset Management. Long-Term Investment Strategies. Securities analyst . CFA

GULISH & ASSOCIATES, INC is an investment banking company based out of 680 BRIDGEPORT AVE, Shelton, Connecticut, United States.

Founded in 1995, WMGNA is a financial advisory firm headquartered in Farmington, CT. Its innovative business model involves a monthly subscription service, separate from investment management. WMGNA employs a tax-out approach to financial planning. With two offices and clients in 28 states, our growth attests to the success of its unique formula. WMGNA's core values remain steadfast: • Cultivating a culture of passionate, dedicated professionals, prioritizing the growth of the team and our subscribers. Unwavering intellectual curiosity drives our organization, ensuring WMGNA always prioritizes subscribers’ needs over its own. WMGNA crafts solutions that bring peace of mind and prides itself on delivering their Formula for True Success ™: Great Lifestyle + Money x The Time to Enjoy it! Our custom-tailored approach includes tax preparation by our strategic CPAs, with subscribers retaining the option to pay monthly. WMGNA's Mission: Provide tax-out financial solutions, optimizing savings on taxes and other financial expenses with comprehensive management of clients' financial affairs.

At Barron Financial Group, we believe in the power of a long-term, strategic approach to financial planning and investment. Our unique blend of real-life financial planning and proprietary investment strategies is meticulously designed to meet our clients' diverse needs. Our core philosophy centers on reducing stress and empowering our clients to manage their financial health successfully. Why Choose Barron Financial Group? 1. Client-Centric Approach: We're dedicated to delivering an exceptional customer experience, which we believe sets us apart in the financial services industry. By serving a select group of clients, we ensure that each client receives the personalized time and attention essential for comprehensive planning. 2. Holistic Financial Solutions: Understanding that finance is interwoven in every life aspect, we listen attentively and collaborate closely with our clients to develop financial solutions that genuinely resonate with their individual needs. Our team ensures that clients have direct and easy access to their advisors for any queries or concerns. 3. Disciplined Investment Philosophy: Our investment strategy is characterized by discipline, a crucial attribute in an ever-evolving market landscape. We continually assess asset allocations, economic cycles, market conditions, and rebalancing opportunities. This vigilant approach ensures that our clients benefit from the best of what Barron can offer. 4. Dynamic Financial Planning: We view financial advice as a lifelong journey, managed progressively over time. While capable of crafting comprehensive financial plans, we focus on addressing immediate financial stress points with swift, effective solutions, moving methodically to subsequent areas of concern. This action-oriented, consultative approach between advisor and client has proven to be both cost-effective and practical for our clients. Join Us on Your Financial Journey

Pinnacle Trust Partners, LLC is a respected, leading independent placement firm for alternative investments. Since our founding in 2004, we have helped place over $52 billion of institutional capital for our clients. We have also provided the following services for select clients: Direct Private Placements, Fundraising Advisory, Insurance Solutions, Fund Finance Solutions, and Strategic Advisory. In addition, Pinnacle has a long history of serving insurance company investors. Throughout our careers, Pinnacle employees have received commitments from over 90 distinct insurance company clients.

Monte Financial Group, LLC is a fee-only Investment Advisor providing wealth management strategies and ongoing investment management tailored to you and your family's unique financial needs. Our team is dedicated to seeing that our clients’ investment portfolios are focused and aligned with who they are as investors and individuals, whether they are short term needs or long term aspirations. For your Information: Periodically, links may be established between this Web site and one or more Web sites operated by third parties or where third parties provide content. Access to these sites is at your own risk. Monte Financial Group, LLC while deeming such information reliable does not guarantee the accuracy thereof. Therefore, Monte Financial Group will have no liability arising out of or related to such Web sites and their content. These sites are provided for your convenience and should not be deemed to imply that Monte Financial Group endorses those Web sites or any content therein.