Gardner Russo & Quinn LLC is an investment management company based out of 223 E Chestnut St, Lancaster, Pennsylvania, United States.

Emerald Advisers, LLC is a multi-billion dollar asset management firm providing research-based portfolio management. Emerald demonstrates an ongoing commitment to “The Five P’s”, Philosophy, Process, People, Performance, Persistence, which have remained a growing part of our corporate culture since Emerald’s founding in 1992. We are a results-driven entrepreneurial organization that believes in research-driven active management. Research is the cornerstone of our firm. What separates us from other asset management firms is our proprietary 10-Step Research Process and our team of experienced investment professionals. Team Emerald consists of talented, hard-working individuals who average over 20 years’ experience in the investment industry. We rely on our principles and people to guide how we interact with each other, our clients, and the communities where we work.

Harbor Investment Advisory is a full-service investment firm focused exclusively on serving wealthy individuals, families, and institutions. We provide integrated portfolio management solutions for clients seeking superior service and expert advice. As a private and independent firm, we are uniquely positioned to provide access to a broad spectrum of resources from many of the world’s premier research, analytical, asset management, and investment advisory companies. We feel being a large organization is less important than having the focus and professionalism to deliver superior service for our clients. Our primary business is offering investment and wealth management services, allowing us to concentrate our efforts to provide a sophisticated suite of products and resources directly for the benefit of our clients. Harbor Investment Advisory is headquartered in Baltimore County, Maryland serving select clients throughout the United States.

Private Wealth Partners, LLC (“PWP”) is an employee owned registered investment adviser. At Private Wealth Partners, our recommendations are designed to help grow, protect and transfer your wealth. With over 40 years of industry experience, our team of dedicated professionals can help clarify your investment strategies and guide you on the path towards successfully achieving your goals. Our enduring relationships and history are a testament to our independent and long-term focus to provide you, our clients with wealth related advice in areas such as investment management, financial planning, estate planning, tax strategies and client services. Together these services serve our mission at PWP to be your financial guardian and to help achieve your financial goals and objectives. We strive to work with you as clients to maximize the realization of your personal financial milestones. As a fiduciary, we are committed to always placing our client's best interests first. We will strive to act with the skill, diligence, care and sound judgement that one would expect from a prudent and professional independent investment adviser. We are a fee-only firm. We do not receive any commissions on any investments or products that we may use in our investment strategy. We are not affiliated with any bank, broker or financial institution. We operate in a conflict-free environment. Being a responsible fiduciary also means that we will fully disclose and fairly manage any potential conflicts that could arise. We have a designated compliance officer whose responsibility includes oversight of the firm's fiduciary duties and Impartial Conduct Standards. In addition to extensive portfolio management experience, we have complementary backgrounds in securities analysis, trading, investment banking, real estate, taxation and law. Our management team brings diversified backgrounds and unique viewpoints to services offered.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.DDMP Investment Advisors is separately owned and operated and not independently registered as a broker-dealer or investment adviser

BWFA is one of the area’s leading comprehensive wealth management firms. Nationally recognized and based in the Baltimore-Washington region, we serve clients throughout the United States. Our team of approximately twenty professionals includes dedicated experts in: investment management; financial, retirement, & estate planning; tax services; and business services. We coordinate outside legal, accounting, and business advisory resources as necessary, bringing it all together for our clients. Better Service. Better Solutions. Better Results. http://www.bwfa.com/ Facebook: www.facebook.com/1bwfa YouTube: https://www.youtube.com/watch?v=oCEo_UtmFvk https://www.bwfa.com/social-media-disclaimer/

Breslin, Young & Slaughter, LLC (BY&S) is a healthcare financial consulting firm that provides due diligence and financial consulting services to lenders, investors, and operators in the healthcare space. Our practice is solely focused on the healthcare industry and we have built a team of over 35 staff that work on over 400 healthcare projects for our clients each year including but not limited to due diligence projects, field exams, quality of earning reports, loan monitoring and servicing, and workout services. We continue to be dedicated to understanding the healthcare segment and partnering with our clients to tackle the challenges of lending to and investing in this dynamic industry. Experience – BY&S has over 100 years of combined experience in management positions, consulting and lender services including field exams and portfolio management. Expertise – Our people have served in a variety of roles in healthcare including CFO, Controller, Treasurer, VP Reimbursement and field exams for Asset Based, Real Estate and Cash Flow loans, as well as portfolio management and underwriting. Dedication – Our practice is focused on the healthcare segment. Each of our principals and senior consultants has many years of industry experience in healthcare. We make sure each engagement is run by one of our senior staff members and that each project is tailored to our client's specific needs so that our client's goals for the project can be met. Healthcare Due Diligence Asset Based Lending (ABL) Field Exams Asset Based Lending (ABL) Due Diligence Due Diligence Field Exams Recurring Field Exams Accounts Receivable (AR) Valuation Accounts Receivable (AR) Analysis Quality of Earnings (QoE) Real Estate Examinations Real Estate Cash Flow Cash Flow Analysis and Forecasting Acquisition Support Proforma Projections Financial Analysis Collateral & Financial Monitoring Loan Servicing Lender Back Office Support Portfolio Monitoring Survey Monitoring Workout Services

Brown Capital Management is a nationally recognized investment management firm headquartered in Baltimore, Md. The firm was founded in 1983 by the pioneering growth investor Eddie C. Brown, and is managed by President and CEO, Keith Lee. Over three and a half decades, we have honed our shared investment philosophy: • Exceptional Growth Companies have the potential to generate exceptional returns over time. • The power of compounding can accelerate the stock returns of Exceptional Growth Companies over the long term. • To stay focused on Exceptional Growth Companies, we must be benchmark-agnostic, and not make any investment decisions based on the composition of an index. We manage four U.S. and International equity strategies, in different vehicles, following that philosophy. In short, at Brown Capital we seek out the Exceptional in companies, talent and clients. Please see our social media disclaimer at https://browncapital.com/social-media

Since 1989, we've offered our signature 401(k) and 403(b) Savings Plan Management service for employees participating in their company retirement plans. Currently we work with individuals at over 125 different plans ranging from Fortune 500 companies to small and midsized businesses. Some would call us a boutique wealth management firm, but our desire is to help every client achieve their own definition of financial well-being. We are not defined by the average size of the portfolio we manage. Our clients are regular folks who work hard to provide a quality life for their family. Securities through Independent Financial Group, LLC (IFG), a registered broker-dealer. Member FINRA/SIPC. Advisory services offered through Scarborough Capital Management, a registered investment advisor. IFG and Scarborough Capital Management are unaffiliated entities. For state licensing information please visit https://scmadvice.com/. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites. www.finra.org www.sipc.org Content posted by other parties does not necessarily represent the views of Independent Financial Group, LLC or Scarborough Capital Management. Content is for general purposes only and is not an offer to buy or sell security. IFG does not provide tax or legal advice.

Expanded the firm’s investor network, focusing on alternative investments in real estate.Built and maintained strong relationships with key stakeholders, including clients, attorneys, bankers, and private equity firms.

Mission: "to help our clients lessen the worry and burden of money management so they have more time to spend building relationships."​ Many of our clients chose to work with us because they needed a comprehensive retirement plan, and wanted to work with a fee-only fiduciary advisor on an ongoing basis. See our updates below to get a better idea of the truly comprehensive approach we take to financial planning. Visit our website to schedule a no cost, no obligation, introductory meeting today or sign up for our monthly resources, The Financial PULSE and Consulate Journal. You can also follow us on Facebook and Twitter (@TheFinCon) Our radio show, Money, Riches & Wealth, airs on WCBM AM 680 every Wednesday from 6-7pm

Berman McAleer is an independent wealth management firm based in Maryland with an office in New York. We focus on the total financial well-being of select families that choose to partner with us. We manage over $1.1 billion in assets for 412 clients. We focus exclusively on high-net-worth families and their closely-held businesses.  For nearly 30 years, we have managed our clients'​ wealth by taking a comprehensive approach to their financial planning.  As an ensemble practice, Berman McAleer’s culture is collaborative. Our advisors work in teams delivering a high level of planning and wealth management expertise that our clients have come to expect. Our professionals are experienced and dedicated to providing exceptional service and attention to every client.     Berman McAleer is a referral-only practice and we welcome only a select handful of new clients annually to our firm.  _____________________________________________________________________________________ Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Berman McAleer, LLC. Investor Disclosures: https://bit.ly/KF-Disclosures www.sipc.org www.finra.org This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 737-443-2582.