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.

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.

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.

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

Harborview Advisors is a Maine based wealth management firm serving clients throughout Maine and throughout the US. We offer both financial planning and investment management services. “To view our firm’s full disclosures, please visit: www.wealthshieldpartners.com/social-media-disclosure” https://wealthshieldpartners.com/social-media-disclosure

Specializes in Operations Support Services for BerryDunn Wealth Management.Jess joined the client services team in October of 2007 as a Paraprofessional and works closely with the other members of BerryDunn Wealth Management to set up and maintain our clients’ financial and investment plans in a timely and seamless fashion. Jess’s position allows her to work closely with each of our clients. Her attention to detail and follow-through ensures that our clients’ investment accounts and financial plans continue to run smoothly and that all clients’ needs are met promptly. Jess holds her FINRA Series 6 Registration through Commonwealth Financial Network.Experience Highlights:• Client Services for both individual financial planning clients and retirement plans • Client support for all insurance services• Data coordination and input for investment analysis and portfolio reviews• Oversees maintenance and functionality of client information databaseSecurities offered through Commonwealth Financial Network, member www.FINRA.org/www.SIPC.org.This communication is strictly intended for individuals residing in the state of ME. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.BerryDunn Wealth Management 100 Middle Street, Portland, ME 04101. (207) 541-2200 Please review our Terms of Use here: www.commonwealth.com/termsofuse

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.

For over 20 years, Seascape Capital Management has made it its mission to enrich the lives of our clients by helping them manage the complexities of their wealth with discretion and accountability. Deeply engaged and with genuine compassion, our team partners with clients and their loved ones to enable a better “return on life”. We are immensely proud to have earned the trust of multiple generations of the families we serve. Seascape Capital Management is an independent, boutique wealth management firm that specializes in working with high-net-worth individuals, families, and businesses to understand their priorities and achieve their financial goals. Often, in the process of getting to know our clients, we uncover very complex wealth management needs and we work with our clients to ascertain the planning of those needs. Then we develop personalized financial plans and a customized strategy with the goal of transforming those opportunities into increased wealth. As part of our comprehensive wealth management we provide: • Financial Planning • Investment Management • Retirement Planning • Tax and Estate Planning • Business Owner Strategies • Divorce Financial Analysis Disclaimer: This company profile does not provide investment advice, nor does it contain an offer to provide investment advice.