AMG is a leading partner to independent investment management firms globally. AMG’s strategy is to generate long‐term value by investing in a diverse array of high-quality independent partner-owned firms, through a proven partnership approach, and allocating resources across AMG's unique opportunity set to the areas of highest growth and return. AMG’s innovative partnership approach enables each Affiliate’s management team to own significant equity in their firm while maintaining independence and autonomy. In addition, AMG offers its Affiliates growth capital, distribution, and other strategic value-added capabilities, which enhance the long-term growth of these independent businesses, and enable them to align equity incentives across generations of principals to build enduring franchises. For more information, please visit the Company’s website at www.amg.com.

Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm. To each of our 250+ clients, we are more than just a service provider; we are a full-fledged investment partner whose mission is to go above and beyond in pursuit of greatness—beyond just numbers. For over 30 years, the firm has helped educational endowments, private and public foundations, cultural and religious institutions, health care and insurance organizations, and high-net-worth families align their portfolios with their missions and values. We take great pride in joining forces with clients to affect positive, lasting change in their communities and the world. Thus, nurturing long-term partnerships is a cornerstone of our work philosophy. Our adaptability, commitment to transparency, and independence from outside business relationships are also hallmarks of the firm. Simply put, our clients receive customized, personal service from a deeply experienced team that puts their best interests first. As a pioneer in the world of alternative-investments advising, we specialize in all asset classes, including hedge funds, private equity, and real assets. We also seek to lead the way in diversity, equity, and inclusion, which we strive to integrate into everything we do—from growing our firm to evaluating investment managers, choosing vendors, and forming relationships with clients. Further, we harness the full resources of our firm to deliver thoughtful, mission-aligned investing solutions to clients focused on long-term environmental, social, and governance matters. In these ways and many others, we work in close collaboration with our clients to create, implement, and monitor investment policies and asset allocation strategies to meet their unique investment goals. Prime Buchholz is headquartered in Portsmouth, NH with offices in Boston and Atlanta. We are proud to be 100% employee-owned.

HM Payson is a Maine Trust Company and SEC Registered Investment Advisor specializing in preserving and growing our clients'​ wealth. Our focus is on providing investment advice through stringent research and a highly disciplined approach. Most importantly, every client is a client of the firm. Our people are not compensated on individual performance but rather on how H.M. Payson performs overall. So although you work with one dedicated advisor, you have the power of the entire firm behind you.

Founded in 1998, Impax is a specialist asset manager investing in the opportunities arising from the transition to a more sustainable global economy. Impax believes that capital markets will be shaped profoundly by global sustainability challenges, including climate change, pollution and essential investments in human capital, infrastructure and resource efficiency. These trends will drive growth for well-positioned companies and create risks for those unable or unwilling to adapt. Impax offers a well-rounded suite of investment solutions spanning multiple asset classes seeking strong risk-adjusted returns over the medium to long term. Impax manages funds and accounts in five areas: actively managed long-only equity, fixed income, systematic equities, multi asset, and new energy infrastructure. Impax has offices in the United Kingdom, the United States, Ireland, Hong Kong and Japan, and with more than $50 billion in assets under management and advice has one of the investment management sector’s largest investment teams dedicated to sustainable development. FOR PROFESSIONAL INVESTORS ONLY *As at 30 June 2023

We provide investment management, financial planning and consulting services to high-net-worth clients and institutions, including endowments and foundations. For nearly 40 years, we have delivered a comprehensive set of solutions that help clients build, preserve and manage their wealth. We serve clients nationally from offices in Maine, Massachusetts, New Hampshire, New York and Rhode Island. Our disclosures can be found by visiting our website: https://www.flputnam.com/disclosures.

The Financial Advisors, LLC is a registered investment advisor with offices in Newburyport and Andover MA. The Financial Advisors, LLC (TFA) provides investment advisory and related services for clients nationally. TFA will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website.

Seacoast Capital is a private investment firm that makes non-control investments. Unlike most private equity funds, we don’t buy companies. Rather, we provide debt and equity capital to management teams looking to grow, not exit their business. Seacoast partners with management teams looking for capital to achieve a specific objective – growth, recapitalization, acquisitions, or to buy out a partner or family member. Our customized capital solutions are less dilutive and less invasive than traditional private equity transactions. Non-control investing is a specialty. Most private equity firms only invest capital when they can be in control—that is not our model. How we are different: • One of the longest standing lower middle market junior capital funds—26 years, 25 states, over 80 investments. • Non-Control Capital is all we do—we provide capital to grow, enhance, or transition your business. • We have impact on the companies in which we invest. Since 1994, we have helped our partner companies grow revenue and EBITDA, and create new jobs—this is impact. Employing more people is the best metric we know for measuring business success. At Seacoast, we pride ourselves on our relationships with the management teams who operate our partner companies, as well as their advisors. Our interests are aligned with management or we don’t invest. We find that our partner companies appreciate our value and guidance – as a result, many members of our partner companies’ management teams have become investors in subsequent Seacoast funds. Seacoast invests $5MM to $25MM in companies with greater than $10MM in revenue and $2MM in EBITDA. Currently investing our $260MM fourth fund, we continue to aggressively pursue new investment opportunities. For more information, see our web site at www.seacoastcapital.com, or call us in Boston at 978-750-1319 or [email protected], or San Francisco at 415-704-8807 or [email protected].

Charter Oak Capital Management is a privately owned independent wealth management firm based in New Hampshire and Maine. We create success for our clients by identifying their goals and developing investment strategies that accomplish their financial objectives. As your fiduciary, it is very important to understand how we will be helping you achieve your goals. Items below outline what each of us needs to do to in order to make your investment and planning process successful. PARTNERSHIP - Be proactive and dynamic with our planning in regard to the ever-changing landscape of finance, making certain we help you make smart decisions with your money. KNOWLEDGE - Provide interesting information that will keep you up-to-date on the world of finance and investing. RESPECT - We display personal and professional integrity and treat others with the same level of respect that we deserve. As your wealth management team, we will try to do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals. For more information, please visit http://www.charteroakcm.com.

Alumni Ventures is America’s largest venture firm for individual investors. Founded in 2014, we offer professional-grade venture capital portfolios to individual investors. • #1 Most Active Venture Firm in the US (PitchBook '22 & '23) • Top 20 Venture Firm (CB Insights '24) • World's Most Innovative Companies (Fast Company '22) • Portfolio of 1,300+ venture-backed companies • 120+ full-time employees, including 40 full-time, experienced venture investors Investors receive high-quality venture portfolios of 20-30 companies for as little as $10,000. Founders receive exclusive access through our CEO Services to our large network of 650,000+ community members and 6,000+ Expert Community.

Triosim provides industry-leading services to push our partners to the highest possible productivity levels. We understand that innovation is essential for a company to reach full potential and that is why we devote substantial time and resources to emphasize innovation in our processes. Our skilled and experienced team of people work diligently to reduce the burden on our partners, so they can more effectively run their business.

Veris Wealth Partners, LLC is a partner-owned, independent wealth management firm that specializes in impact, ESG, and sustainable investing. Veris believes that superior investment performance and positive impact are complementary parts of a holistic investment strategy. Veris is a certified B Corp based in San Francisco with offices in New York, NY, Portsmouth, NH, and Denver, CO. For information, call 415.815.0580, or visit www.veriswp.com.

For nearly three decades my team and I have provided robust financial plans and diverse investment management to our clients. Continuing to grow and learn with the industry while providing high quality service to our clients and being a valuable resource is our ultimate goal.