Citibank NA (Puerto Rico) is a banking company based out of 270 MUNOZ RIVERA AVE, Hato Rey, Puerto Rico, United States.

Saratoga Capital Management, LLC and the Saratoga Advantage Trust were established in 1994 with the goal of bringing institutional investment styles within reach of retail investors. Saratoga Capital is a Securities and Exchange Commission registered investment advisor specializing in asset allocation strategies and the evaluation of institutional money managers. Saratoga is a Delaware limited liability company that was founded on May 10, 1994. The firm is headquartered in Phoenix, Arizona. The senior executives of Saratoga have extensive experience in a broad array of financial arenas. Saratoga currently provides its asset allocation and institutional money management services to investment firms located across the United States. Saratoga delivers its services through the mutual fund family that it manages, The Saratoga Advantage Trust. The Saratoga Advantage Trust is a group of institutionally managed mutual funds. The Trust was established in September 1994 and is designed to give investors the same advantages and access to professional money managers that larger investors have enjoyed for years. The institutional money managers who manage the Saratoga Advantage Trust mutual funds typically have minimum account size requirements ranging from $1 million to $25 million. Investors have the opportunity to utilize the Saratoga Advantage Trust’s style-specific, institutionally managed mutual funds without potentially prohibitive account minimums. To learn more about the Saratoga Advantage Trust, please visit us at www.saratogacap.com.

The Advisory Group, Inc. provides a broadly diversified range of investment, annuity and insurance solutions whether you’re planning for retirement or you’re already in retirement. One of the many benefits of working with The Advisory Group, Inc. is their ability to provide clear, easily understood explanations of financial products and services that they provide. Their personalized programs can provide a roadmap to a more secure financial future. Company Profile • Headquartered in Davenport, Iowa • Founded by Brian P. Nauman in 1991 • Independent firm • Locally owned and operated • Selected as a PlanMember Financial Center in 2018 Investment Solutions Offers a broad range of investment options, including self-directed and professionally managed mutual fund portfolios, as well as a wide array of annuity options. This includes the PlanMember Services Program, a fully integrated retirement planning platform designed to help individuals achieve a financially secure retirement. Additional Planning Services • Investment risk analysis • Retirement income analysis • Investment portfolio diversification strategies • Principal protection strategies • Social Security timing • Generational and wealth transfer planning • Long-term health care expense planning Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SPIC. 6187 Carpinteria Ave., Carpinteria, CA 93013, (800)874-6910. The Advisory Group, Inc. and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by The Advisory Group, Inc. Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.

At Strategic Value Partners (SVP), we are staffing industry veterans that have a unique understanding of the opportunities and challenges in this industry. We bring over 60 years' experience as owners/ executives of a $40M multi-state staffing company, as well as extensive knowledge representing software and technology solutions to the staffing industry and other related verticals. At SVP, we provide customized consulting services for a wide spectrum of your business needs.

Equity Long/Short - Generalist

Acuity Partners is a privately held alternative investment firm, offering proprietary deal flow across commercial real estate and pre-IPO venture opportunities. Acuity Partners is here to help give individual investors access to best of breed, proprietary, institutional quality alternative investments. We look forward to discussing your short-term goals and long-term financial plan, to help you build a portfolio of alternative investments best suited to your individual needs. Having experienced a variety of market/economic cycles over the past 30 years, we have found that certain asset classes are more suited to specific market cycles. As a private, independent firm, we can quickly adjust our strategy and allocate capital to specific asset classes poised to outperform in any given environment. To that end, we are currently focusing on Multi-Family real estate and late stage, pre-IPO venture opportunities.

RAFFERTY HOLDINGS LIMITED is a financial services company.

Investor Relations Responsible for investor relations for Kingdon Capital’s global long/short equity strategy with assets over $6 billion and over 200 client relationships • Initiated, developed and maintained Kingdon Capital’s Web Site to further enhance relationship management expectations including all aspects of investor reporting, quarterly conference calls and annual investor meeting held in New York, NY • Developed, implemented and enhanced marketing materials and analytic reports involving attribution results, risk statistics and global economic outlook for investors and prospects

Kimelman & Baird, LLC is a registered investment advisor and broker-dealer in New York City with $1.25 billion in assets under management. K&B understands that money is just fuel for living the life you want and living richly means something different for each person. We help individual clients and families discover what is most important to them by having an honest conversation about life. We then translate those goals into an active investment strategy that helps clients fulfill their aspirations and dreams. Kimelman & Baird have been serving individuals and families for over 50 years, providing investment management, retirement planning, and intergenerational wealth transfer. K&B also manages investment portfolios for foundations and non-profit organizations. When you are ready to work with an investment advisor that takes the time to listen and learn about you, give us a call. You’ll find the honesty refreshing. We Listen. We Learn. We Invest. Contact Us (212) 686-0021 [email protected] www.kimelmanbaird.com Securities and advisory services are offered through Kimelman & Baird, LLC, Member FINRA/SIPC and an SEC Registered Investment Adviser. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. K&B does not control and is not responsible for any third-party content on this page or any other third-party sites that may be linked to by this page.

ARBOUR LANE CAPITAL MANAGEMENT is an investment banking company based out of 700 CANAL ST, Stamford, Connecticut, United States.

Weber Asset Management is an independent, multi-generational firm managing approximately $500 million for families, individuals, small firms and organizations. Your situation is unique. Each individual and family has their own goals, and we help you achieve those goals. Through in-depth conversations and comprehensive financial planning, we create a roadmap together. Our services include investment management, retirement planning, wealth transfer, charitable giving and more. Importantly, we do not sell any product. We manage your money, but as a Registered Investment Advisor we never earn fees or commissions from any brokerage or insurance firm. Our interests are strictly aligned with yours. Learn more at http://www.weberasset.com/

McRae Capital Management is an independent investment counseling firm. We manage the assets of both individual and institutional investors. We carefully construct and diligently monitor a portfolio of stocks, bonds, or both, based on the goals and preferences of each of our clients. Our basic approach is selective. We believe, above all, in high quality issues. We are growth oriented, but remain dedicated to our primary objective: preservation of capital. We are bound to only one proposition, and that is the well being of our clients. With 3 Certified Financial Planners on staff, McRae also advises clients on a wide range of financial planning topics including retirement, college, estate, charitable and tax planning.