Baldwin Brothers - The Evolution of Investment.

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.

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.

Peddock Capital Advisors, LLC ('Peddock'​) is a Registered Investment Advisor that provides investment management and comprehensive wealth planning services to investors of all ages, high-net-worth individuals, to families, business owners and executives, as well as clients new to investing. What's our Interest? Putting Your Interests First! We are a Fiduciary. Peddock was established in 2008 on four building blocks that still serve as our solid foundation today: Integrity | Transparency | Accessibility | Results Our team of highly experienced, multi-generational investment professionals is looking forward to the opportunity of serving you. At Peddock, we offer a variety of services that, while related to clients'​ financial objectives, go well beyond the traditional scope of investment advisory services. This is what sets us apart. In addition, Peddock offers tax preparation, tax planning, as well as estate & retirement planning. We often work directly with our clients'​ outside professionals such as accountants, insurance consultants and attorneys to ensure a coordinated approach to the goals they have set. We are committed to being accessible and responsive to clients' needs in a manner that will reinforce confidence and trust. Peddock understands that a comprehensive approach to service is the keystone to our clients'​ success. Disclosure: Peddock is located in the Commonwealth of Massachusetts. PCA 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. Peddock will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure"​) and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us to request a free copy in .pdf format or a printed hardcopy.

• 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.

Bristol Wealth Group is an investment management company based out of 35 Broadway, Taunton, Massachusetts, United States.

The BDC provides financing to promising companies whose needs exceed available bank debt. Servicing companies in RI and nearby Massachusetts and Connecticut we work with bankers, accountants, lawyers, and other business advisors to ensure a solid foundation for success.

McNamara Financial Services, Inc. is a small family-owned business that has been helping clients plan for their financial futures since 1987. We are comprised of 4 advisors holding the CERTIFIED FINANCIAL PLANNER designation, and 6 support staff. We manage approximately $420 million for individuals whom we genuinely enjoy working with and seeing achieve financial success.

Jen grew up in Pittsburgh before moving to Falmouth in 1991. She graduated from the University ofMassachusetts, Amherst with a Bachelor of Science and earned her Doctorate from Tulane University.Jen joined Cutter Financial Group, LLC after 27 years of professional industry experience in dataanalysis and modeling, compliance, and strategic risk mitigation. Jen worked for a variety of companies including the accounting offices of Brown, Rudnick,Freed & Gesmer, as well as corporations such as, Pfizer, Altana Pharmaceuticals, and Associates of Cape Cod, Inc.Jen’s professional experience in data analysis and modeling, coupled with her strategic risk mitigation knowledge makes Jen a natural fit to help others implement Cutter Financial’s proprietary Downside Risk Mitigation (DRM) strategies.Cutter Financial Group, LLC is an SEC Registered Investment Advisor (CFG). CFG's philosophy is preservation of wealth both in the accumulation and distribution stages of your financial lifecycle. Our proprietary retirement system is designed to incorporate the five key elements of a successful retirement system. The first step in developing a sound system is to fix an outdated investment strategy. CFG's investment strategy is specifically designed to use quantitative data to help us to be invested when market momentum is on our side and to move to a "safe haven" when momentum is not. CFG's philosophy is if you manage the downside, the upside can take care of itself.Once a sound investment strategy is implemented, then CFG can build an income strategy that is measurable and predictable, followed by tax, estate, and legacy strategies.CFG's proprietary Downside Risk Mitigation strategy is designed to help give you the highest probability of financial success.

• Performed equity research and valuation using DCF models in Python and Excel, enhancing accuracy and efficiency in financial analysis process• Developed, updated and rebalanced portfolio models through iRebal software, ensuring optimal asset allocation• Projected budgets for fiscal years 2024 and 2025 supporting long-term strategic decision-making• Monitored funds and presented weekly updates, providing key insights and performance summaries for senior advisors

At Axis Wealth Partners, our commitment to you is guided by our expertise and personal experiences. We provide caring, comprehensive advice to individuals and families interested in building and preserving their wealth. Regardless of which stage of transition in life you may be living, we believe sound, transparent financial advice begins with empathy and understanding. We know the value and power of our advice because we live it. Axis Wealth Partners pledges 1% of gross revenues to support grassroots non-profit organizations committed to efforts for a more sustainable, responsible and impactful society. Axis also provides a turnkey practice solution for financial advisors and planners wanting to operate an independent fiduciary practice but don't want to start their own RIA. For more information, please visit https://axiswp.com/for-advisors/. Inquiries are strictly confidential.