CCR is a wealth management firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations and institutions. Our team is your personal advisor, empowering you with long-term wealth strategies, individualized financial plans, insurance strategies including group health & life insurance, and strategic investment management solutions to help you achieve both short term and lifelong goals. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. CCR Wealth Management and Cetera are affiliated. Cetera is under separate ownership from any other named entity. 1800 West Park Drive, Suite 150 Westborough, MA 01581 Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. 1800 W Park Dr, Suite 150, Westborough, MA 01581 / 72 Queen St, Southington, CT 06489 / 9 Bryan Hall Plaza, Washington Depot, CT 06794 / 1000 SE Monterey Commons Blvd Suite 302, Stuart, FL 34996 / 583 Chestnut St, Unit 6 Lynn, MA 01904 / 6 Executive Park Drive, Suite A Clifton Park, NY 12065 / 6636 Main Street, Suite 4 Williamsville, NY 14221 / 2415 Carter Lane, Suite 101 Columbia, MO 65201

St. Germain's mission is to manage investments based on our clients'​ goals while delivering exemplary, personalized service regardless of the size or scope of their assets. First and foremost, we are relationship managers focused solely on managing your wealth. We are privately owned and have been since 1924. Our competency is in preserving your assets based on your interests and yours alone. It is a competency that addresses long-term investment opportunities and solutions that benefits you and future generations.

Founded in 1979, BTS Asset Management is one of the oldest nontraditional risk managers, managing traditional assets with a nontraditional approach. BTS: Seeks to preserve capital, offer downside risk management, and provide upside potential. With over four decades of tactical fixed income money management, BTS has the experience of managing through several market cycles, recessions, recoveries, and multiple up and down interest rate periods.

• Managed all financial aspects of foreign holding company, domestic parent company, and all subsidiaries, including operational controls for trading process. • Functioned as Compliance Officer and interfaced with regulatory agencies such as CBOT, CME, NASD, and SEC. • Advanced from entry level accountant to CFO over seven year tenure.

Alira Health is a global healthcare firm whose mission is to humanize healthcare and life sciences in partnership with patients. From development to medical care, we complement the expertise of our Pharma, Biotech, and MedTech clients with a full spectrum of services across their entire solutions lifecycle, including clinical operations, real-world evidence, and patient-centric technology offerings. Our integrated and multidisciplinary team of over 800 scientists, strategists, economists, clinicians, and biostatisticians collaborate across our North American, European, and Asian offices and advise 80% of the top 50 MedTech companies and 75% of the top 50 Pharma companies.

US Button Corporation is a company based out of United States.

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.

As one of New England's original energy management companies, Secure Energy has been a trusted vendor partner, aggregator, and authorized broker for leading national suppliers since the infancy of the energy management industry. Let our team with 175 years of combined experience guide your organization through the critical steps required to successfully manage today's energy options. Our mission is to develop and maintain long term-client relationships by designing and implementing comprehensive energy management strategies that communicate market knowledge, leverage supplier relationships, identify unique product options, and deliver innovative solutions. Call 800-655-9818 to schedule a meeting with one of our energy specialists and visit our web page to learn more about the Secure Energy difference www.sesenergy.org.

Triosim provides industry-leading services to push our partners to the highest possible productivity levels. We understand that innovation is essential for a company to reach full potential and that is why we devote substantial time and resources to emphasize innovation in our processes. Our skilled and experienced team of people work diligently to reduce the burden on our partners, so they can more effectively run their business.

At Canby Financial Advisors, we provide financial planning and investment management services to help guide you successfully through every stage of life. Whether you’re building a career, starting a family, running your own business or preparing for retirement, Canby Financial works closely with you to help meet your unique needs and goals . Guided by our comprehensive wealth management knowledge and experience, you’ll make the most of where you are today while moving confidently toward tomorrow. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC (finra.org/sipc.org), a registered investment advisor. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Canby Financial Advisors 161 Worcester Road, Suite 408 Framingham, MA 01760 508-598-1082 [email protected] canbyfinancial.com www.commonwealth.com/termsofuse.html

Financial Foundations, Inc. is an independent financial services firm headquartered in Mt. Airy, Maryland. As an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial planner. We offer you timely, unbiased investment advice and promise to do so with the highest level of integrity and service. With over 35 years of combined experience in the financial services industry, Herbert T. Meushaw, III, CEO and Founder, Eric Meushaw, CFP®, CWS®, President, and Christine Burrhus, Vice President, provide unparalleled services to their clients, with a focus on retirement planning for retirees and pre-retirees. The firm also offers a wide-range of investment opportunities, comprehensive financial planning and asset management. Financial Foundations Inc. is a branch office of DFPG Investments, LLC (DFPG). Securities offered through DFPG, Member FINRA www.finra.org/SiPC www.sipc.org. Investment Advisory Services offered through Integrated Advisors Network, LLC (IAN). DFPG and IAN are not affiliated. Third-party posts that appear on this social media site have not been reviewed or approved by DFPG, IAN or its principals for completeness or accuracy, nor does it necessarily reflect the views or opinions of DFPG, IAN or its representatives.

Comprehensive Wealth Management Firm specializing in Investment Management and Personal Finance.