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

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.

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.

Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services. We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ Financial representatives and interns are independent contractors and not employees of Northwestern Mutual. https://www.northwesternmutual.com/social-media-guidelines

At Barron Financial Group, we believe in the power of a long-term, strategic approach to financial planning and investment. Our unique blend of real-life financial planning and proprietary investment strategies is meticulously designed to meet our clients' diverse needs. Our core philosophy centers on reducing stress and empowering our clients to manage their financial health successfully. Why Choose Barron Financial Group? 1. Client-Centric Approach: We're dedicated to delivering an exceptional customer experience, which we believe sets us apart in the financial services industry. By serving a select group of clients, we ensure that each client receives the personalized time and attention essential for comprehensive planning. 2. Holistic Financial Solutions: Understanding that finance is interwoven in every life aspect, we listen attentively and collaborate closely with our clients to develop financial solutions that genuinely resonate with their individual needs. Our team ensures that clients have direct and easy access to their advisors for any queries or concerns. 3. Disciplined Investment Philosophy: Our investment strategy is characterized by discipline, a crucial attribute in an ever-evolving market landscape. We continually assess asset allocations, economic cycles, market conditions, and rebalancing opportunities. This vigilant approach ensures that our clients benefit from the best of what Barron can offer. 4. Dynamic Financial Planning: We view financial advice as a lifelong journey, managed progressively over time. While capable of crafting comprehensive financial plans, we focus on addressing immediate financial stress points with swift, effective solutions, moving methodically to subsequent areas of concern. This action-oriented, consultative approach between advisor and client has proven to be both cost-effective and practical for our clients. Join Us on Your Financial Journey

-Performed standard clerical & administrative duties for an investment bank, including managing calendars & schedules of CEO and other revenue-producing officers, data entry, coordinating travel, filing, transcription, proofreading and editing of correspondence, answering telephones, and interfacing with clients. -Directed the daily operation of the office, ordering supplies, contacting third-party vendors to support operations, preparing monthly invoices, designing & distributing marketing materials, and assisting with the preparation of presentations, appraisals, analyses, and valuations for clients.

Please visit our website at www.allsquarewealth.com for information about our firm.