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

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.

WE SEE THE DIFFERENCE You’re one-of-a-kind. So are your family, your career, and your hopes for the future. At Peak Financial, we’re excited to learn about what separates you from the crowd and create a wealth management plan that’s just as unique. BRING US YOUR CHALLENGES: WE'RE READY. As a fee-only registered investment advisor for more than two decades, it has been our privilege to work with hundreds of individuals and families across New England and beyond. While we have grown considerably over time, our goal has never been to become big. We value the close personal relationships we are able to develop with our clients; we think of them as our extended family. It is gratifying when clients call us for advice, referrals or just someone to talk to during an uncertain time. We understand how confusing and time-consuming it can be to manage financial decisions. We work hard to relieve our clients of that burden, freeing their time and energy for career, family and personal interests. We make wealth management our full-time job so you don’t have to. – The Peak Financial Management Team

http://www.FNCAdvisor.com First National Advisors is a full-service wealth management firm and Registered Investment Advisor (RIA) dedicated to helping small business owners, healthcare professionals, and affluent families address their complex financial planning needs. Based in Rockland, MA, just south of Boston, our clients have trusted us to provide the knowledge, experience, and insight to help them achieve their long-term financial goals in an increasingly complex economic environment. Committed to building lifelong client relationships, our goal is to serve as your trusted advisor and primary resource for financial advice, information, and services. We help create financial clarity and strategy, implement customized investment portfolios, and protect assets using carefully selected insurance and annuity products. We also offer our own alternative investment strategy, The Chapoquoit Managed Account, as well as planning for effective company-sponsored retirement plans, including 401(k), 403(b), and pensions. We invite you to contact us today at 781-878-7757 to learn more about First National Advisors and how we can help you achieve a stronger financial future. First National Advisors ("FNA"​) is a Registered Investment Advisor located in the State of Massachusetts. FNA provides investment advisory and related services for clients nationally. FNA will maintain all applicable registration and licenses as required by the various states in which FNA conducts business, as applicable. FNA renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

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.

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

Navigating life’s twists and turns is challenging so partner with an expert and get Financial Advice for Life®. Our belief is the foundation for a successful journey begins with establishing long-lasting relationships built on trust and expertise that will guide you through the noise and confusion and get you to your destination – a comfortable, confident lifestyle. At Loring Advisory Group we have a comprehensive technique for assessing your financial situation in order to help maximize your financial efficiency. This not only includes your investments, but many other facets of your finances that tend to be overlooked. With your future goals in mind, we will develop a strategy that help ensures you and you loved ones are protected and well on your way to maintaining your financial independence. This communication strictly intended for individuals residing in the states of AZ, CA, CT, DC, FL, GA, IL, IN, KS, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, PR, RI, SC, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC or NCUA insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org , www.SIPC.org, a Registered Investment Advisor. Please review our Terms of Use at www.commonwealth.com/termsofuse.html.

LTG Capital LTG Capital is a Registered Investment Advisory and wealth management firm that provides investment strategies to institutions and financial advisory services to individuals. We help to create ‘your financial life on purpose’ by providing a simple, straightforward, transparent, elegant, tax efficient investment approach to crushing the major indexes through time. We know about investments and market history. We know which investments work for long-term capital appreciation and which don’t. The Aqueduct Strategy Ariel Acuna is also the founder of The Aqueduct Strategy, which allows forward-thinking financial advisors the ability to outsource all or a portion of their clients' portfolio management to a tenured professional and fellow RIA who has years of experience managing client holdings.

Proctor Financial provides a sense of security and confidence to our clients by taking over the day-to-day investing decisions that most people dread, and ultimately, ignore. By freeing our clients of this responsibility, they are able to enjoy their lives more fully. And by using our proprietary TCMTM system when managing investments, Proctor Financial is able to deliver an individually customized money management solution not found anywhere else. (For a more complete discussion of how our TCM system works, visit www.ProctorFinancial.com.) Unlike most firms, however, we view our relationships with our clients holistically. Proctor Financial goes beyond just investment management services, taking the extra steps necessary in retirement planning to truly give our clients peace of mind.

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

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.

Providing complete financial planning services to individuals and families. We look to help people pursue their life goals by helping them connect their finances with their lives. We have a diverse client base of business owners, professionals, retirees, and professional athletes. We cover financial planning issues independently on a fee basis. We pride ourselves on our high touch boutique approach. Feel free to contact us to discuss any financial planning issues that you are unsure of how to approach.Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Other advisory services offered through Winthrop Wealth Management, a separate entity form LPL Financial