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.

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.

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

Covalent Partners LLC is a financial services company based out of 930 Winter Street, Waltham, Massachusetts, United States.

Coppermine Capital, LLC is a Concord, MA-based private investment firm focused on acquiring control positions in small to mid-size home health care, niche manufacturing, and service companies.

Asset Strategy (A|S) is an SEC-registered investment advisor and fiduciary wealth manager. Helping you Create, Manage, Protect & Distribute Wealth™ We are an independent consulting & wealth management advisory firm that was created to service the unique needs of our clients. For more than three decades, the Asset Strategy network of companies has been providing impartial investment and risk management services to help ensure financial wellness to a wide array of investors. Asset Strategy assists clients with managing the risk and responsibility of investment programs and helping individuals achieve successful financial outcomes. As fiduciaries, Asset Strategy Advisors, our registered investment advisory firm, has built relationships on the bedrock of trust and confidence that are backed up with a responsibility to always put our client’s interests above all else. Our mission is to help our client’s achieve the desired financial and lifestyle goals they have been diligently working towards. As your trusted financial partner, we remain steadfast in our commitment to you and utilize all of our vast resources and experience to help you achieve your goals. https://assetstrategy.com/disclosures/linkedin-disclosure/

For over 20 years, the experts at EPG, Inc. have been serving institutions of the community banking industry by providing comprehensive Asset Liability Management services integrated with client-centered investment advisory expertise. As an SEC registered investment advisor, EPG has a long tradition of delivering actionable balance sheet strategies which incorporate all elements of the balance sheet, from loan mix and pricing to appropriate and relevant investment recommendations.

Verana Networks is building an innovative 5G radio access network solution for major wireless service providers. We are backed by leading VCs and lead by a team with a track record of success in the cellular network infrastructure industry.