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.

CL King is a leading women-owned securities firm and is WBENC-certified. Since our founding in 1972, CL King has evolved from an equity boutique to a full-service investment bank. Our focus on debt and equity capital markets remains the core of our robust platform supported by a well-respected research, sales, trading and clearing operation. When combined with our strong capital base, we are an active securities underwriter. We co-manage bond offerings, IPOs, follow-ons, secondaries, convertibles, and preferreds. In addition, we transact directly in the capital markets on behalf of corporations through our Corporate Services business focused on share repurchase and continuous share offerings ("ATMs"​). Member of FINRA and SIPC. Check the background of this firm on FINRA's BrokerCheck: http://brokercheck.finra.org

EVERY CLIENT’S SUCCESS IS ONE OF A KIND. AS IS MANCHESTER’S. We are a true multi-family office guided and owned by the families and partners we serve. We’ve pioneered innovative investment strategies, including direct real estate, and developed family office services that have transformed the concept. We help families navigate through an ever more challenging world.

Purshe Kaplan Sterling Investments ("PKS"​) is a full-service broker/dealer and financial services firm headquartered in Albany, New York. The Firm traces its roots to 1993 when it began as a regional brokerage firm. PKS has grown substantially over the past decade and now has over 440 offices and more than 1200 Registered Representatives operating in a classic open architecture environment. PKS is registered with the U.S. Securities and Exchange Commission and is a member of FINRA and the Municipal Securities Rulemaking Board. PKS clears its trades through National Financial Services LLC, offering state-of-the-art products and technology to our Registered Representatives. In addition, PKS provides access to every major Investment Company, hundreds of Variable Annuity products and access to some of the top professional money managers in the country. PKS is committed to providing its Registered Representatives with the freedom to offer clients a full spectrum of investment choices. PKS does not own investment products. The absence of proprietary products coupled with unrestricted access to investment products provides our Registered Representatives with the flexibility to help you achieve your investment objectives.

• 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.

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.

Keator Group LLC is a financial services company based out of 218 Main St, Lenox, Massachusetts, United States. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Keator Group is not a registered broker/dealer and is independent of Raymond James Financial Services Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Since 1995 Bouchey Financial Group has provided personalized wealth management services for individuals, families and businesses. As an independent firm we are able to remove the conflicts of interest that may exist and act as a fiduciary for our clients. It is through our successful stewardship of our clients'​ financial situation that they have entrusted us to manage over $900 million in assets on their behalf.

Our mission is to help our clients build financial security and stability with the highest level of customer satisfaction through personal and professional service. Our philosophy is to help provide a current foundation of capital protection and then develop sound financial strategies balanced with an acceptable range of risks that achieve long-term objectives. Our strategy is to assemble a team of professionals tailored to the individual needs of our clients. We utilize a planning process that helps our clients identify financial needs and opportunities, creates meaningful solutions, and implements a plan of action. We offer quality and value added service. We are committed to building long-term relationships that are mutually beneficial and pledge to take care of details.

Pioneer Valley Financial Group has been providing individuals and organizations with financial guidance since 2002. We pride ourselves on crafting unique strategies for each client. Our tradition of integrity promotes true transparency through our honest and comprehensive approach. Together we posses decades of experience where we continue to focus on relationships rather than transactions. Committed to serving you, we practice balance, care, skill, diligence and objectivity in the comprehensive process utilized in developing and managing your financial life. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, DE, FL, GA, HI, IN, KY, MA, MD, ME, MS, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TX, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state requirements 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 Advisor. Pioneer Valley Financial Group | 535 East Street | Ludlow, MA 01056 | (413) 589-1500 Please see our Terms of Use here: www.commonwealth.com/termsofuse.html Check the background of this firm on FINRA's BrokerCheck: http://brokercheck.finra.org/Firm/Summary/8032

Harbor Light Capital Partners works hard to partner with our founders and entrepreneurs to develop operating plans to capture market opportunities and maximize their long term growth potential. By doing this, we focus on providing the appropriate amount of capital to our portfolio companies for their particular phase of development, and look to be a lifecycle investor over the course of their maturation and growth. We are not forced to limit our investments to a specific time horizon. Instead we provide “patient capital” to build sustainable, high growth businesses. We are actively engaged board members and leverage our extensive network throughout New England and the Intermountain West to support our portfolio companies. Our philosophy is to provide the “commitment, capital, and collaboration” to build exceptional businesses that will be the next generation of industry leaders.

Securities and advisory services offered through Cadaret Grant & Co., Inc., an SEC Registered Investment Adviser and member FINRA/SIPC. Pombo Wealth Management and Cadaret Grant are separate entities