Fenimore Asset Management is the investment advisor to the Fenimore Private Client Group (separately managed accounts) and FAM Funds (mutual funds). Our mission is to help investors preserve their wealth and grow it over the long term. To accomplish this, our team of seasoned professionals conducts in-depth, independent research and analyzes the companies behind the investments to gain unique insights. Fenimore uses this first-hand knowledge and a time-tested process to help achieve our investors’ long-term financial goals. Fenimore History Thomas O. Putnam founded Fenimore Asset Management in 1974 as a means to manage family money after the Putnams astutely sold their textile business, Fenimore Fabrics, in Upstate New York. The family knew what it takes to run a successful business and based their investment philosophy on finding companies exhibiting those same quality characteristics. Fenimore Disclosure Fenimore Asset Management, the investment advisor to FAM Funds, does not endorse and is not responsible and assumes no liability for content, products, or services posted by third-parties on this or any Internet or social media site. Past performance is not indicative of future results, current performance may be lower or higher than the performance date quoted. Investment returns may fluctuate; the value of your investment upon redemption may be more or less than the initial amount invested. In part, the purpose of this presentation is to provide investors with an update on financial market conditions. This summary does not purport to be complete and no obligation to update or otherwise revise such information is being assumed. These materials are provided for informational purposes only and are not otherwise intended as an offer to sell, or the solicitation of an offer to purchase, any security or other financial instrument. This summary is not advice or a recommendation. More disclosure info: https://www.famfunds.com/fenimore-asset-management-disclosure

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.

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.

Miller/Howard is an independent investment boutique managing dividend-focused investment strategies. ESG principles have been at the core of our investment process since the inception of our first strategy in 1991. Disclosures: http://www.mhinvest.com/mhi_risk_disclosure.html

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

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

Financial Planning, Comprehensive Individual Investment Management Strategies, Pension Design Assistance, Pension Consulting, Retirement Planning, Education Planning, Insurance Evaluation, and other Individual and Corporate Services.Securities, Advisory Services & Financial Planning are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: FL, GA, MA, MI, MO, MT, NJ, NY, PA.Security registrations held through LPL Financial.