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.

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.

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.

Summit Wealth Group is an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential. What is at the heart of Summit Wealth Group? Simply put, it is the individuals and families we proudly serve. It is about their hopes, dreams, and aspirations. It is about being at our best so our clients can be at their best. Our clients have significant goals, goals that are the real reason for investing and planning. By partnering with Summit Wealth Group, these goals come into focus through effective planning, as we custom-tailor financial strategies to help make these dreams a reality. This communication is strictly intended for individuals residing in the states ofAL,AR,AZ,CA,CO,DC,FL,GA,HI,IA,ID,IL,IN,KS,KY,LA,MD,MI,MN,MO,MS,MT,NC,ND,NE,NM,NV,NY,OH,OK,OR,PA,SC,SD,TN,TX,VA,WA,WI,WV,WY. 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. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Please see our Terms of Use here:http://www.commonwealth.com/termsofuse.html. 13710 Struthers Road, Suite 115 | Colorado Springs, CO 80921 | 877.320.0379

Corporate Finance Associates is an international investment banking firm serving middle-market businesses. For over 60 years Corporate Finance Associates has been advocating on behalf of business owners who are restructuring a company, either through divestiture, merger, acquisition or recapitalization. Whether you’re selling, buying or recapitalizing your company, our business is your business. CFA draws upon substantial research, valuation, marketing, industry-specific resources and expertise while regularly consulting with principals in over 30 offices spanning the United States, India, Belgium, Denmark, Ireland, Netherlands, Switzerland and United Kingdom.

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.