Fmr Llc is a financial services company based out of 3145 Copper Ave, Fenton, Michigan, United States.

Baldwin Brothers - The Evolution of Investment.

Responsible for all Fixed Income activities, including research, analysis, trading, and portfolio management. Collaborate with Equity Portfolio Managers to enhance the firm's overall investment performance.

Michelle Fallon, MS, CFP®, Senior Financial Planner & Fixed Income SpecialistMichelle joined the Aequitas team in January of 2010.  She provides financial planning services to our clients as well as specializing in the areas of Medicare Planning, Social Security Claiming Strategies and Educational Goal Funding.  Prior to Aequitas, Michelle spent twenty years at Bear, Stearns & Co., Inc. working on the Fixed Income Trading Desk finishing her career as the Municipal Bond Coordinator for the Boston Office.    Michelle holds her Bachelor of Arts degree in Economics from the University of Vermont.  In 2014, Michelle earned her CERTIFIED FINANCIAL PLANNING TM designation.  In March of 2018, she completed her Master of Science degree in Personal Financial Planning from the College for Financial Planning.  Michelle’s professional affiliations include memberships in the National Organization of Professional Financial Advisors and the Financial Planning Association of Massachusetts.

MCRC provides mezzanine capital, long term debt, and late-stage venture capital to Massachusetts -based businesses. We partner with entrepreneurs, management teams, individual investors, private equity firms, and commercial lenders to support strategic growth initiatives, finance acquisitions and buyouts, and recapitalize balance sheets. With $100 million in evergreen capital, we have a long term investment horizon and can offer financing options not typically available from other funding sources. In our 45 year history, we have invested over $750 million in 350 companies, helping to fill the financing gap between senior debt and equity.

Kensington Capital Ventures is the investment arm of Kensington Capital Holdings, a single family office.

Barry Investment Advisors focuses on developing a partnership with you and your trusted advisors. Through collaboration, we customize planning and investment strategies that fit your life and help build a meaningful legacy. Our team has the honor and privilege of providing personalized financial planning to over 200 families, many of whom are the children or grandchildren of clients that date back to the early years of the firm. Visit www.BarryInvestmentAdvisors.com to learn more about our investment strategy and what makes the Barry experience so unique.

VIMAC invests in early stage ventures in the high technology and life science industries. The company actively manages portfolio companies through its Partners, Associates and Executive’s in Residence. iMPath Networks (Executive in Residence)VIMAC portfolio company iMPath Networks designs, manufactures and markets digital video communications solutions to the worldwide Transportation and Security industries. Interim CEO September 2004 – January 2005Vice President, Sales and Business Development February 2002 – March 2005

We are an Independent Investment Management firm that specializes in managing money for high net worth individuals. We have a comprehensive approach to helping our clients. We do not believe in a “one size fits all” mentality. We believe that all clients have different needs. We work closely with clients to determine their needs and goals, and then create a personalized and custom investment strategy for them. We provide a wide range of services including: • College Planning • Retirement Income Planning • Tax Minimization Planning • Estate Planning Services • Business Planning Services • Asset Management • Life Insurance We offer the following investment types: • Equities, Bonds, Mutual Funds • Variable and Fixed Annuities • ETFs and Index Funds • REITs, BDCs, and Structured Notes Mission: Our mission is to enrich our clients’ lives by providing sound financial advice through education, communication and personalized service. We strive to maintain long-term relationships with our clients by performing our duties in an ethical, fair, and honest manner. Byrne Financial Freedom, LLC is your CFO for life. Securities offered through LPL Financial, Member FINRA/SIPC www.FINRA.org www.SIPC.org For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. For a list of states in which we are registered to do business, please visit www.byrnefinancialfreedom.com.

Member of Consensus Strategic Advisors, a group of senior executives in the consumer space working as advisors to leading boutique consumer-focused investment bank.

• Produced portfolio analytics and prepared meetings with clients’ performance with the wealth management team.• Collaborated in opening, maintaining, keeping track of portfolios and their percent of stock as well as equity return overall.• Responsible for analyzing transactions in all accounts every day, to flag down abnormal transactions and liquid assets in these as well as lifting possible concerns with the team.• Presented reports of possible companies to buy shares in after doing research using tools as Morningstar and Schwab.• Practiced attention for detail while creating reports for clients with excel and adobe.

Customized Services Centerpoint provides a range of investment management and wealth advisory services to individuals, families, small businesses, and non-profit institutions, helping clients to achieve financial clarity and comfort. We focus primarily on wealth accumulation, portfolio management, and financial planning, but also have trusted networks to coordinate tax and estate planning, ongoing bill pay services, insurance audits, and counseling, among other family office services. We are dedicated to providing our clients with the guidance and understanding needed to achieve financial independence and peace of mind in all aspects of their lives. Meaningful Relationships Advanced digital capabilities and top of the line web based experiences allow us to effectively communicate locally, nationally, or internationally. Our strong commitment to individual service is at the very heart of what we do. Our clients receive the attention, communication, and transparency they deserve regardless of their location. They enjoy direct access to our entire team as we adhere to a collaborative relationship in all aspects of financial goal planning and strategic investment management. Independent Solutions Centerpoint maintains an independent open investment platform, providing clients with a full range of investment options and allowing portfolio construction tailored to meet your specific needs.  This also means you will always have complete transparency in all of your reporting and your fee structure.  With Centerpoint you will also have the option to take advantage of aggregated reporting and document storage through the MyCenter portal. Furthermore, you will not have to worry about conflicts of interest with our independent model. Centerpoint Advisors, LLC is an independent registered investment advisor directly registered with and regulated by the Securities and Exchange Commission. Fidelity Investments provides clearing and custody services to Centerpoint Advisors.