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.

Champlain Investment Partners is an independent, employee-owned asset management firm headquartered in Burlington, Vermont. Our investment strategies are designed to focus on providing absolute returns while also managing risk. We strive to create wealth through the consistent execution of our investment process; we are equally committed to delivering outstanding client service, and pride ourselves on the many long-standing relationships we have been able to cultivate since opening our doors in 2004. Our partners bring a wealth of experience, averaging over 24 years in asset management, and as of 06.30.23, the firm had approximately $17.15 billion in assets under management.

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.

COMMUNITY FINANCIAL SERVICES GROUP, LLC is a financial services company based out of PO BOX 120, 100 MAIN STREET, NEWPORT, Vermont, United States.

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.

Maple Capital Management, Inc. is an SEC Registered Investment Adviser with offices in Montpelier, Vermont and Atlanta, Georgia. Founded in 2004, Maple Capital Management has worked with the core belief that every portfolio should be structured to meet the individual needs and objectives of each client. We have established a strong reputation as a trusted investment manager to institutions, insurance companies and families nationwide. We are committed to serving the investment needs of our clients with a disciplined investment philosophy, a strong focus on risk control, and an extraordinary level of client service. It is our mission to serve each client with the highest level of professionalism and integrity, and to provide individualized investment management.

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.

W Capital Partners is a private equity firm that provides secondary liquidity to shareholders in private businesses and growth capital for those companies. With $2 billion of capital and investments in more than 90 leading growth equity and buyout stage businesses, W Capital is a leading provider of secondary market liquidity to private equity firms, venture capital firms, financial institutions, mezzanine lenders, corporations and founding shareholders for minority equity positions in private companies. W Capital’s target sectors include financial services, business services, Internet, technology, media, consumer, industrial and healthcare.

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.