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.

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.

• 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

Triosim provides industry-leading services to push our partners to the highest possible productivity levels. We understand that innovation is essential for a company to reach full potential and that is why we devote substantial time and resources to emphasize innovation in our processes. Our skilled and experienced team of people work diligently to reduce the burden on our partners, so they can more effectively run their business.

Grove Street Fiduciary is a Wealth and Trust Advisory firm serving families and institutions. As fee-only fiduciaries and investment advisors, Grove Street Fiduciary provides truly objective financial planning and investment advice. The firm does not sell securities, mutual funds or insurance policies, allowing us to make recommendations that are solely in the client's best interest. Each advisor is a CERTIFIED FINANCIAL PLANNER™ professional who also adheres to the high ethical standards of the National Association of Personal Financial Advisors (NAPFA®).

Robbins Farley is a forward-thinking wealth management firm based in Manchester, New Hampshire. We are passionate about helping individuals and families achieve their financial objectives. Our team of professionals help you create a wealth management plan, using our personalized formula of Investment Consulting, Advanced Planning, and Relationship Management. We provide knowledge and insights to help promote positive financial behaviors and outcomes. Robbins Farley is structured around the fundamentals of Direct Access, Team Approach, Client Education, and Transparency. We combine our years of experience and multi-generational perspectives in order to form long-term relationships that encourage communication and education. Our goal is to make a positive impact in the lives of each client with whom we work.

Granite State Retirement Planning, Inc. is an independent, comprehensive retirement planning services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow and conserve our clients'​ assets by delivering an unprecedented level of personalized service, thus earning us a reputation for excellence in our industry. We take a conservative approach to help you live comfortably today and protect your legacy for the future. Our practice is client centered, specializing in retirement and wealth distribution, and we treat every client in a caring and compassionate manner. As professionals, we are dedicated to excellence and integrity in everything we do. We believe every client has the right to select the financial strategies and techniques that are best suited for them. In order to achieve this goal, we will enhance our client’s knowledge of investments, tax planning and other retirement related issues. We believe that sound, proactive advice and implementation is paramount to a comfortable and happy retirement. Check us out on Facebook, Granite State Retirement Planning, Inc and Twitter, @GSRPNH Securities offered through Triad Advisors, LLC. Member FINRA & SIPC. Investment Advisory services offered through Granite State Retirement Planning, Inc., a Registered Investment Advisor. Triad Advisors and Granite State Retirement Planning, Inc. are not affiliated.

PEAK Financial Services, Inc., is an independent financial services, wealth management, and consulting firm. As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients. We recognize that each person's situation is different, so we develop a financial plan that focuses on helping you accomplish your personal goals. Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and the personal values you hold as they relate to your investment plan. This approach allows us to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality. The staff at PEAK Financial Services, Inc., are interested in establishing long-term client relationships that are mutually beneficial. This communication is strictly intended for individuals residing in the States of: AZ, CA, CT, FL, IA, MA, MD, ME, NC, NH, NY, NJ, OR, RI, VA 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 Offered Through Commonwealth Financial Network, Member FINRA/SIPC, Registered Investment Adviser.

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.