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.

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.

Navigating life’s twists and turns is challenging so partner with an expert and get Financial Advice for Life®. Our belief is the foundation for a successful journey begins with establishing long-lasting relationships built on trust and expertise that will guide you through the noise and confusion and get you to your destination – a comfortable, confident lifestyle. At Loring Advisory Group we have a comprehensive technique for assessing your financial situation in order to help maximize your financial efficiency. This not only includes your investments, but many other facets of your finances that tend to be overlooked. With your future goals in mind, we will develop a strategy that help ensures you and you loved ones are protected and well on your way to maintaining your financial independence. This communication strictly intended for individuals residing in the states of AZ, CA, CT, DC, FL, GA, IL, IN, KS, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, PR, RI, SC, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC or NCUA insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org , www.SIPC.org, a Registered Investment Advisor. Please review our Terms of Use at www.commonwealth.com/termsofuse.html.

Wealth Management Resources, Inc. was founded with the goal of assisting our clients in many aspects of their financial lives. Serving clients out of our N. Smithfield, RI office, we strive to create financial stability and security to provide financial independence and peace of mind. Member FINRA/SIPC Since 1994, we’ve evaluated personal investments, retirement income planning, tax reduction techniques, insurance needs, business and estate planning, financing options, cash flow, company benefits and more. We take the time to educate our clients during the financial planning process, giving them the insight and confidence to make their own significant financial decisions.

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.

• Produced portfolio analytics and prepared meetings with clients’ performance with the wealth management team.• Collaborated in opening, maintaining, keeping track of portfolios and their percent of stock as well as equity return overall.• Responsible for analyzing transactions in all accounts every day, to flag down abnormal transactions and liquid assets in these as well as lifting possible concerns with the team.• Presented reports of possible companies to buy shares in after doing research using tools as Morningstar and Schwab.• Practiced attention for detail while creating reports for clients with excel and adobe.

The BDC provides financing to promising companies whose needs exceed available bank debt. Servicing companies in RI and nearby Massachusetts and Connecticut we work with bankers, accountants, lawyers, and other business advisors to ensure a solid foundation for success.

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.

Series 7, Series 66, Group 1 Life and Health Insurance licenses

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.

We are a wealth management firm, headquartered in South Meriden, Connecticut, specializing in retirment planning for individuals and business owners. The firm was founded by Christopher Beale in 1988. We pride ourselves on being independent, objective and providing sound financial advice.

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.