Conning (www.conning.com) is a leading investment management firm with a long history of serving the insurance industry. Conning supports institutional investors, including insurers and pension plans, with investment solutions, risk modeling software, and industry research. Founded in 1912, Conning has investment centers in Asia, Europe and North America. Legal | Disclaimers | Terms and Conditions: https://www.conning.com/terms-of-use Privacy & Social Media Policy: https://www.conning.com/privacy-and-social-media-policy

Bradley, Foster & Sargent was founded in 1994 as a registered investment advisor to support both individuals and institutions in meeting their long-term financial goals through tailored investment management and excellent service. Today, BFS continues its tradition of putting clients first, managing and investing money in each client’s best interest.

Fairview curates dynamic relationships for institutional investors, providing unparalleled access across the most compelling segments of the private markets: venture capital, diverse and emerging managers, and co-investment.

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

Founded in 2010, Connecticut Wealth Management, LLC (CTWM) is a registered investment advisor (RIA) that provides holistic financial planning, tax planning, and investment advice for high-net-worth individuals, including business owners, executives, and multigenerational families. CTWM's mission is to turn life's aspirations into reality for our clients and team. With a focus on maintaining a low client-to-advisor ratio, crafting comprehensive financial plans, and employing a team approach, CTWM's experienced advisors strive to provide exceptional service while fostering genuine relationships. For a list of states in which we are registered to do business, please visit www.ctwealthmgmt.com.

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.

Graypoint LLC is a multi-family office, financial planning, and investment management firm for high-net-worth families and organizations. Graypoint can manage all the financial affairs for individual clients from high-net-worth to ultra-high-net-worth and provide financial advising and investment management to private foundations, nonprofit organizations, and other institutions.

Eversource Energy (NYSE:ES), a Fortune 500 and Standard & Poor’s 500 energy company based in Connecticut, Massachusetts and New Hampshire, operates New England’s largest energy delivery system. Eversource is committed to safety, reliability, environmental leadership and stewardship, and expanding energy options for its 3.7 million electric and natural gas customers. We are a company dedicated to our customers, communities and employees. We know that our success depends on the best efforts of our engaged team- diverse, talented and dedicated individuals who take pride in their work, know and exhibit the value of teamwork and collaboration, and support each other in working safely every day.

Working with YHB, clients can expect well-informed and objective advice. Sensible, research-driven investment management and high-quality client service form the foundation on which we have earned our clients’ trust and loyalty. Our investment professionals focus on developing prudent strategies based on individual financial concerns and objectives. We derive great satisfaction from helping investors achieve their financial goals. Our team of experienced portfolio managers engages our clients in the process of investment planning. We take time to listen to and understand our clients’ investment goals. Our portfolio managers possess a wide breadth of experience. This professional depth lends insight and rigor to our investment process and decision making, which we consider an important advantage. Each manager works directly with a limited group of clients to develop strong relationships and deliver personalized service, customized portfolio management and sound advice. Managers may also work closely with clients’ other trusted advisors, such as accountants, attorneys, trustees and executors. Upon request, YHB can also guide clients on a variety of other important financial decisions, such as retirement or estate planning, saving for college or elder care, or a review of insurance policies or wills. These additional services are offered at no extra cost to clients.

Miller/Howard is an independent investment boutique managing dividend-focused investment strategies. ESG principles have been at the core of our investment process since the inception of our first strategy in 1991. Disclosures: http://www.mhinvest.com/mhi_risk_disclosure.html