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

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.

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.

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

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.

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.

Essex Financial has been offering highly personalized financial advice to clients since 2003. We take great pride in our ability to customize wealth management solutions to fit the individualized needs of each client. Our independent wealth management firm includes a team of 20 experienced financial advisors who manage or oversee in excess of $3.085 billion. Our services include the creation and ongoing management of comprehensive financial plans, investment management , tax planning, estate planning, corporate retirement plans, insurance, college education planning, philanthropy and retirement planning. Our breadth of knowledge allows us to create an individualized plan for everyone from high net-worth individuals and families to government municipalities, small businesses and charitable organizations. For further information or to get assistance for your wealth management and financial planning needs, please contact Ron Nelson at [email protected] or 860-767-4300. Investment Advisory Services offered through Essex Financial Services, Inc., a Registered Investment Advisor. A subsidiary of Essex Savings Bank. The securities and insurance products offered through Essex Financial Services, Inc., are not a deposit of, or other obligation of, or guaranteed by any bank, or an affiliate of any Bank, are not insured by the FDIC or any other agency of the United States, the Bank or an affiliate of the bank and involve investment risk, including the possibility of loss of the principal amount invested.

Diversified Insurance Brokerage Services, Inc. are specialists in the Group Medical Insurance market. We have innovative and creative solutions to give your company the best alternatives; especially in today's economy. Please give Karen Geri a call (210) 558-3377 -for a complimentary evaluation of your Employee Benefit plan. Also offering Dental, Vision, Disability, Vision, 401K, Cafeteria Plans, and COBRA administration.

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/