Conning (www.conning.com) is a leading investment management firm with a long history of serving the insurance industry. Conning supports institutional investors, including insurers and pension plans, with investment solutions, risk modeling software, and industry research. Founded in 1912, Conning has investment centers in Asia, Europe and North America. Legal | Disclaimers | Terms and Conditions: https://www.conning.com/terms-of-use Privacy & Social Media Policy: https://www.conning.com/privacy-and-social-media-policy

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.

Bradley, Foster & Sargent was founded in 1994 as a registered investment advisor to support both individuals and institutions in meeting their long-term financial goals through tailored investment management and excellent service. Today, BFS continues its tradition of putting clients first, managing and investing money in each client’s best interest.

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

GWA is a software development company with clear focus on high quality, timely delivered, and cost-effective services. It also works on tying IT technology to your business needs. Our comprehensive experience ensures the development of solutions that give your business an edge using the most advanced IT technology. We strive to offer superior solutions through IT technology, innovation, leadership and partnerships. We are focused on providing services that leverage the evolving and innovative business) delivery model and latest technology advancements to allow our customers to reduce costs, enhance operational efficiencies and increase profits. Our goal is to maximize the benefits of information automation while minimizing its total cost of ownership. We are a Software Development company. Our forte lies in developing custom, scalable & secure applications leveraging and providing value advantages. We are a dependable organization that supports its customer with maximum efforts and making development easy and reliable. We bring exceptional value to our clients through lowered cost of software development services, outstanding quality, reliability and twenty four seven customer service. GWA excels to give a one-stop source for all of the IT needs: strategy, architecture, development, implementation, maintenance, training and support. We bring together the best management and technical professionals with the most excellent skill sets, expertise, qualification and experience. We work as a team, approximating a virtual extension to the client's development/maintenance support organization or product groups, thereby helping to bring cost economics to an optimal level and stabilize resource utilization.

Gridiron Capital is an investment firm focused on partnering with founders, entrepreneurs, and management teams, and creating value by building middle-market companies into industry-leaders in branded consumer, B2B and B2C services, and niche industrial segments in the United States and Canada. We help transform growing companies by winning together through hard work, partnerships grounded in shared values and a unique culture that comes from hands-on experience building and running businesses. As a team led by former operators and entrepreneurs, we know what it takes to run successful businesses on a day-to-day basis.

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.

Fairview curates dynamic relationships for institutional investors, providing unparalleled access across the most compelling segments of the private markets: venture capital, diverse and emerging managers, and co-investment.

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.

St. Germain's mission is to manage investments based on our clients'​ goals while delivering exemplary, personalized service regardless of the size or scope of their assets. First and foremost, we are relationship managers focused solely on managing your wealth. We are privately owned and have been since 1924. Our competency is in preserving your assets based on your interests and yours alone. It is a competency that addresses long-term investment opportunities and solutions that benefits you and future generations.

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.

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/