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.

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.

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.

Act as the initial point of contact for clients, brokerage houses & investment managers. Monthly reconciliation of client accounts. Assist with payroll & accounts payable.

Based in Portland, Maine, Dexter Enterprises, Inc. is a family wealth management firm. In addition, the company manages the day to day operations of the Harold Alfond Foundation, the State of Maine's largest charitable foundation, as well as other Alfond family foundations.

At Alliance Private Wealth, our goal is to simplify your financial life. Our team specializes in developing strategic business exit plans, as well as wealth management for individuals or families. Whether you are an executive, retiree, or business owner, we strive to take the financial burden off your shoulders so you can focus on what’s important to you. Advisory services offered through Commonwealth Financial Network, a Registered Investment Adviser. Review our Terms of Use: www.commonwealth.com/termsofuse.html

Founded in 1986, IIM is a privately owned, independent, registered investment advisory firm located in Ipswich, Massachusetts. We provide personalized investment management services for a diverse group of clients including individuals, family trusts, foundations, endowments, profit sharing and pension plans. At IIM, we focus our efforts on providing sound and unbiased investment advice to our clients. As an independent, client-centric company, IIM always places its clients’ interests first. We construct portfolios of individual stocks and bonds designed to meet each client’s unique needs.

Gateway Investments, LLC, is a full service firm dedicated to assisting clients attain their financial goals through professional and comprehensive investment planning. We work with our clients to see the big picture – long-term financial stability and independence. By implementing strategies within a broad financial range, we aim to provide our clients the customized vision that will grow and preserve each client’s nest egg. At Gateway Investments, our most important product is integrity, and the foundation of our company is trust. We commit ourselves every day to provide clients with excellent service and deliver objective, independent and personalized financial advice. Our advisors are invested in what matters most – your financial security and independence so you can have the best years of your life. Our advisors invest time to gain your trust by meeting with you face-to face to understand your specific needs and risk tolerance. We then utilize our top-of-the-line resources as well as the knowledge of other experienced advisors in our office to develop a customized roadmap for you, our client, to reach your specific goals. Your success is our success, not the other way around. Find us on Facebook: www.facebook.com/gatewayinvestments Follow us on Twitter: www.twitter.com/gatewayinv Gateway Investments, LLC | Your Future - Our Focus. 200 Garden City Plaza, Suite 402, Garden City, NY 11530 IMPORTANT DISCLOSURES: www.gatewayinv.com/Custom.aspx?apId=91113 Securities, insurance and advisory services offered through Royal Alliance Associates Inc., member FINRA/SIPC. Gateway Investments, LLC is not an affiliate of Royal Alliance Associates Inc. or registered as a broker-dealer or investment advisor.

Since 2004, Cornerstone Financial Planning has been helping our clients make wise financial decisions and plan for life's events so they can move forward with confidence and security. Our investment management clients have relied on us for objective, independent financial advice and a wide range of problem-solving services. Our goal is to simplify your life through a responsive, integrated approach to the accumulation, protection and transition of your wealth. With our exclusive fee-only structure, you are guaranteed the highest level of impartiality, available from few others in the market. Each member of our staff is an experienced professional dedicated to getting to know you on a personal level and helping you achieve your long-term financial goals. We are honored to serve as your trusted advisor and build rewarding long-term relationships with you, your family and future generations.

Continuity is one of the nation’s leading advisory firms for family-owned enterprises and high-net-worth families. Since 2003, our custom solutions have helped hundreds of families improve decision-making, manage disagreement, and maximize generational wealth. Continuity’s expertise includes succession planning, family governance, corporate governance, conflict management, mediation, wealth integration and more. We believe every family should be able to enjoy what they have, know where they are going, and make the most of their lives together.