CCR is a wealth management firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations and institutions. Our team is your personal advisor, empowering you with long-term wealth strategies, individualized financial plans, insurance strategies including group health & life insurance, and strategic investment management solutions to help you achieve both short term and lifelong goals. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. CCR Wealth Management and Cetera are affiliated. Cetera is under separate ownership from any other named entity. 1800 West Park Drive, Suite 150 Westborough, MA 01581 Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. 1800 W Park Dr, Suite 150, Westborough, MA 01581 / 72 Queen St, Southington, CT 06489 / 9 Bryan Hall Plaza, Washington Depot, CT 06794 / 1000 SE Monterey Commons Blvd Suite 302, Stuart, FL 34996 / 583 Chestnut St, Unit 6 Lynn, MA 01904 / 6 Executive Park Drive, Suite A Clifton Park, NY 12065 / 6636 Main Street, Suite 4 Williamsville, NY 14221 / 2415 Carter Lane, Suite 101 Columbia, MO 65201

Energy-focused Private Equity Firm

The Financial Advisors, LLC is a registered investment advisor with offices in Newburyport and Andover MA. The Financial Advisors, LLC (TFA) provides investment advisory and related services for clients nationally. TFA will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website.

Founded in 1979, BTS Asset Management is one of the oldest nontraditional risk managers, managing traditional assets with a nontraditional approach. BTS: Seeks to preserve capital, offer downside risk management, and provide upside potential. With over four decades of tactical fixed income money management, BTS has the experience of managing through several market cycles, recessions, recoveries, and multiple up and down interest rate periods.

Axial Financial Group is a privately-held, independent firm specializing in wealth management, retirement planning, investment planning, and business planning. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA (www.finra.org)/SIPC (www.sipc.org), a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DC, FL, GA, IN, MA, MD, ME, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, UT, 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. Axial Financial Group, 1 Van de Graaff Drive, Suite 500, Burlington, MA 01803. 781.273.1400 Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html

Wingate Wealth Advisors is an independent, fee only, wealth management and financial planning organization dedicated to serving the personal financial needs of individuals and families. Since 1986, we have been providing financial guidance that is objective, tailored, and collaborative. Our integrated approach begins with a planning process to ensure your investment strategy is aligned with your needs, goals, and circumstances.

Prospect Hill Growth Partners is a Boston-area private equity firm that makes control equity investments of between $25 million and $100 million in North American consumer and healthcare growth companies. The partners of Prospect Hill Growth Partners have invested $2.7 billion of capital in 35 portfolio companies while working together over the last two decades. The partners successful investment track record has been built on a sector-focused strategy and their extensive expertise.

At Canby Financial Advisors, we provide financial planning and investment management services to help guide you successfully through every stage of life. Whether you’re building a career, starting a family, running your own business or preparing for retirement, Canby Financial works closely with you to help meet your unique needs and goals . Guided by our comprehensive wealth management knowledge and experience, you’ll make the most of where you are today while moving confidently toward tomorrow. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC (finra.org/sipc.org), a registered investment advisor. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Canby Financial Advisors 161 Worcester Road, Suite 408 Framingham, MA 01760 508-598-1082 [email protected] canbyfinancial.com www.commonwealth.com/termsofuse.html

BaldwinClarke specializes in three core services; Wealth Management, Investment Banking and Insurance Planning. By offering three distinct areas of service we can help simplify and mange each client’s unique financial situation, integrating business and personal when needed. BaldwinClarke is 100% independent and has a long history of helping clients untangle intertwined personal and professional assets, harmonize complex financial situations, and integrate strategies that carry out multi-generational objectives. Whether we’re helping you and your family or your business, we’re here to act as your partner — to deliver forward-thinking, clear, and integrated strategies and solutions that will meet your personal and professional planning requirements. We serve: - Individuals & Families - Business Owners & Entrepreneurs - Businesses - Nonprofits & Endowments Our services include: - Wealth Management - Insurance Planning - Investment Banking Please note: The content or language held within should not be construed as investment recommendations or advice. It is intended for informational purposes only. Baldwin & Clarke Advisory Services, LLC investment advice is individually tailored to each client and their unique circumstances ultimately establishes portfolio strategy and structure.

Covalent Partners LLC is a financial services company based out of 930 Winter Street, Waltham, Massachusetts, United States.

Shields & Company, Inc. is a middle-market investment banking firm founded in 1991 to provide exceptional corporate finance services to both public and private companies. The Company's Managing Directors specialize in mergers & acquisitions, debt & equity capital raising, valuations & fairness opinions, and strategic financial advisory services across a range of industries, including business services; consumer, food, & beverage; healthcare & human services; industrial products & services; niche manufacturing; and specialty distribution.