Brown Capital Management is a nationally recognized investment management firm headquartered in Baltimore, Md. The firm was founded in 1983 by the pioneering growth investor Eddie C. Brown, and is managed by President and CEO, Keith Lee. Over three and a half decades, we have honed our shared investment philosophy: • Exceptional Growth Companies have the potential to generate exceptional returns over time. • The power of compounding can accelerate the stock returns of Exceptional Growth Companies over the long term. • To stay focused on Exceptional Growth Companies, we must be benchmark-agnostic, and not make any investment decisions based on the composition of an index. We manage four U.S. and International equity strategies, in different vehicles, following that philosophy. In short, at Brown Capital we seek out the Exceptional in companies, talent and clients. Please see our social media disclaimer at https://browncapital.com/social-media

Private Wealth Partners, LLC (“PWP”) is an employee owned registered investment adviser. At Private Wealth Partners, our recommendations are designed to help grow, protect and transfer your wealth. With over 40 years of industry experience, our team of dedicated professionals can help clarify your investment strategies and guide you on the path towards successfully achieving your goals. Our enduring relationships and history are a testament to our independent and long-term focus to provide you, our clients with wealth related advice in areas such as investment management, financial planning, estate planning, tax strategies and client services. Together these services serve our mission at PWP to be your financial guardian and to help achieve your financial goals and objectives. We strive to work with you as clients to maximize the realization of your personal financial milestones. As a fiduciary, we are committed to always placing our client's best interests first. We will strive to act with the skill, diligence, care and sound judgement that one would expect from a prudent and professional independent investment adviser. We are a fee-only firm. We do not receive any commissions on any investments or products that we may use in our investment strategy. We are not affiliated with any bank, broker or financial institution. We operate in a conflict-free environment. Being a responsible fiduciary also means that we will fully disclose and fairly manage any potential conflicts that could arise. We have a designated compliance officer whose responsibility includes oversight of the firm's fiduciary duties and Impartial Conduct Standards. In addition to extensive portfolio management experience, we have complementary backgrounds in securities analysis, trading, investment banking, real estate, taxation and law. Our management team brings diversified backgrounds and unique viewpoints to services offered.

Expanded the firm’s investor network, focusing on alternative investments in real estate.Built and maintained strong relationships with key stakeholders, including clients, attorneys, bankers, and private equity firms.

Breslin, Young & Slaughter, LLC (BY&S) is a healthcare financial consulting firm that provides due diligence and financial consulting services to lenders, investors, and operators in the healthcare space. Our practice is solely focused on the healthcare industry and we have built a team of over 35 staff that work on over 400 healthcare projects for our clients each year including but not limited to due diligence projects, field exams, quality of earning reports, loan monitoring and servicing, and workout services. We continue to be dedicated to understanding the healthcare segment and partnering with our clients to tackle the challenges of lending to and investing in this dynamic industry. Experience – BY&S has over 100 years of combined experience in management positions, consulting and lender services including field exams and portfolio management. Expertise – Our people have served in a variety of roles in healthcare including CFO, Controller, Treasurer, VP Reimbursement and field exams for Asset Based, Real Estate and Cash Flow loans, as well as portfolio management and underwriting. Dedication – Our practice is focused on the healthcare segment. Each of our principals and senior consultants has many years of industry experience in healthcare. We make sure each engagement is run by one of our senior staff members and that each project is tailored to our client's specific needs so that our client's goals for the project can be met. Healthcare Due Diligence Asset Based Lending (ABL) Field Exams Asset Based Lending (ABL) Due Diligence Due Diligence Field Exams Recurring Field Exams Accounts Receivable (AR) Valuation Accounts Receivable (AR) Analysis Quality of Earnings (QoE) Real Estate Examinations Real Estate Cash Flow Cash Flow Analysis and Forecasting Acquisition Support Proforma Projections Financial Analysis Collateral & Financial Monitoring Loan Servicing Lender Back Office Support Portfolio Monitoring Survey Monitoring Workout Services

Since 1989, we've offered our signature 401(k) and 403(b) Savings Plan Management service for employees participating in their company retirement plans. Currently we work with individuals at over 125 different plans ranging from Fortune 500 companies to small and midsized businesses. Some would call us a boutique wealth management firm, but our desire is to help every client achieve their own definition of financial well-being. We are not defined by the average size of the portfolio we manage. Our clients are regular folks who work hard to provide a quality life for their family. Securities through Independent Financial Group, LLC (IFG), a registered broker-dealer. Member FINRA/SIPC. Advisory services offered through Scarborough Capital Management, a registered investment advisor. IFG and Scarborough Capital Management are unaffiliated entities. For state licensing information please visit https://scmadvice.com/. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites. www.finra.org www.sipc.org Content posted by other parties does not necessarily represent the views of Independent Financial Group, LLC or Scarborough Capital Management. Content is for general purposes only and is not an offer to buy or sell security. IFG does not provide tax or legal advice.

Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974. We have clientele that spans the country. Affinity Wealth Management provides needs-based financial services to help clients meet their personal and financial goals. Affinity Wealth Management, LCL is a registered investment advisor. Affinity Wealth Management provides investment advisory and related services for clients nationally. Affinity Wealth Management will maintain all applicable registration and licenses as required by the various states in which Affinity Wealth Management conducts business. For additional information, please visit our website at www.affinitywealth.com.

Commonwealth Trust Company, founded in 1931, is an independent, privately-owned boutique trust Company located in Wilmington, Delaware. At Commonwealth we partner with a client’s existing advisor(s) to provide sophisticated and professional trust administration solutions. We have a growing reputation as an effective and efficient, customer focused, competitively priced trustee.

At The Kelly Group, we aim to build a better community, individual by individual. We see ourselves in the same light as Norman Rockwell’s small-town doctor — helping to take care of our neighbors and community through the chapters of their lives, from the first years to the golden years and lots in between. Combining everyday values and today’s technology, we provide you and your family with guidance, perspectives and solutions to support you in reaching your goals.

Founded in 2004, Harborside Group is an investment sales and financial marketing firm specializing in distribution for asset managers and financial advisors. Our first-hand knowledge of the marketplace enables us to develop effective campaigns to help you reach your sales and asset retention goals. We seek to understand what differentiates a firmʼs product and investment approach, and to deliver well-coordinated, thoughtful solutions. Visit harborsidegroup.com to learn more.

Money is a very complex emotional part of life. Our society sends very mixed messages to its importance and we get very extreme messages. On one side, money is everything and will solve all our problems and on the other extreme, it is the root of all evil. With such conflicting messages, it is easy to see why most of us are torn and confused. At Harford Financial Group, we believe in life centered financial planning. Simply stated, life centered financial planning is living the best life possible with the money and the time you have. One of the most important questions is, Am I managing my money in a way that is improving my life? Do my financial decisions align with my values and what is most important to me? We believe that money in and of itself is not the goal. Rather money is just a tool to get you to where you want to go. It is more important to have a return on life (ROL) than a return on investment (ROI). In our experience, what we find is most important to our clients are the things that bring the most meaning and purpose to their lives which include their family, friends, faith, work, and passions. The top reasons for having money we find are: (1) being able to provide for family (2) getting good medical attention when sick (3) staying healthy (4) being able to help family (5) being able to have and enjoy more free time (6) able to contribute to worthy causes and (7) being able to have fulfilling experiences such as travel. The way we like to describe it is life centered planning is like the solar system. Your life and what is important to you is the sun and your money is like a planet that rotates around it not vice versa. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Harford Financial Group and Cambridge are not affiliated.

Ben provides qualified investors, entrepreneurs, small businesses, professional service corporations, and employees and retirees of publicly traded corporations with complete wealth management, planning, and education including 401(k) services. Ben integrates employer benefits and compensation with retirement planning, education planning, investment planning, liability planning and estate planning services. Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP®; in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Chartered Retirement Planning CounselorSM and CRPC®; are registered service marks of the College for Financial Planning.

R. K. Tongue Co., Inc. is an expertise and service-driven, nationally-capable, regionally-focused insurance agency and brokerage based in Baltimore, Maryland. Founded in 1911 to serve the insurance needs of association members, we have maintained and enhanced our competency in the association realm while growing to be recognized as a leader in the Mid-Atlantic specializing in working with healthcare providers, professionals of all types, Federal, State and Municipal employees, small and mid-size business, as well as the general public. We draw from a uniquely broad range of knowledge and talent to provide comprehensive property & casualty and life & health insurance solutions from an array of highly respected insurance companies.