We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.

We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.

Federated Hermes, Inc. (FHI) is one of the nation's largest investment managers offering equity, international, fixed income, alternative and money market strategies. Investors around the globe have relied on Federated Hermes for world-class investment management since 1955. For disclosure and commenting guidelines, please visit https://fii.info/2snRaAP.

American Trust Custody is part of Mid Atlantic Capital Group, which for more than 40 years has supported investment professionals and financial organizations with tools to help attract, grow, and retain assets. American Trust Custody provides a broad array of sophisticated financial products, technology and support services to registered representatives, investment advisors, and other financial intermediaries including retirement plan TPAs, bank trust departments, independent broker-dealers, and insurance companies.  Our success reflects a long-held philosophy of combining the ethic of relationship-centric customer service with a sharp focus on advancing technology to produce operational efficiencies and competitive advantages. In today’s marketplace, customers appreciate American Trust Custody’s financial strength, reputation, and commitment to performance as a non-competitive partner. Mid Atlantic Clearing & Settlement Corporation (“MAC&SC”) is a wholly owned subsidiary of Mid Atlantic Trust Company (d/b/a American Trust Custody). MAC&SC a registered broker-dealer (member FINRA/SIPC) headquartered in Pittsburgh, Pennsylvania. MAC&SC provides cashiering, trade execution, settlement, and custody services for Mid Atlantic Trust Company. MAC&SC is a self-clearing member of the National Securities Clearing Corporation (“NSCC”), a subsidiary of The Depository Trust & Clearing Corporation (“DTCC”), for mutual fund processing services only. MAC&SC enters into and maintains mutual fund selling and servicing agreements for those mutual funds for which it provides settlement services. The NSCC is the primary provider of centralized information services and money settlement for mutual fund transactions, linking funds with their distribution channels.  - Mid Atlantic Trust Company d/b/a American Trust Custody, a non-depository state chartered trust company - Mid Atlantic Clearing & Settlement Corporation, a registered broker-dealer, member FINRA/SIPC*

Hillman Company Inc, The is an investment banking company based out of 4234 RICHMOND AVE, Houston, Texas, United States.

SESCO Enterprises is a Power Marketer engaging in the proprietary trading of wholesale electricity products.

The Hawthorn Group, L.C., is an international public affairs company of senior political and corporate communications specialists. Hawthorn helps solve communications problems – public policy, media, crisis, customer, community, financial and employee – for corporations, associations and non-profit organizations. Based in Alexandria, Virginia, Hawthorn operates a premier national affiliate network of more than 50 regional agencies to provide on-site intelligence and support for its clients. We also maintain access to a national network of campaign professionals who provide experienced “boots-on-the-ground” support when needed. Hawthorn currently represents a diverse group of industry-leading clients, specializing in heavily regulated industries, including beverage, banking, energy, gaming, healthcare, insurance, natural resources, security, and utilities. Masters of the art of advocacy, experienced in key industries, and genuine experts on local markets, Hawthorn is recognized as a leader in the industry: “. . . perhaps the premier independent public affairs consultancy in the nation’s capital… Hawthorn’s approach derives from the fact that most of its senior people are political campaign veterans. They bring to their corporate work a campaign approach that includes a sense of urgency, an ability to draw on a wide range of resources (from advertising to media relations to coalition building), and an emphasis on research.” --The Holmes Report “Clients’ Guide to PR Firms” Among its clients – for some of whom its officers have worked for more than 25 years – Hawthorn has earned a reputation for thinking smarter, working harder, caring more, and meeting the test of producing bottom line results.

Greycourt is an independent advisory firm comprised of a team of investors who simplify complex situations for our clients. Family wealth is our specialty, and we understand the importance of integrating investment strategies with tax and estate planning structures. We are investors first, and our diverse investment experience across our team provides an ideal balance of boldness and decisiveness in investing for our clients. We believe our independent business model is where the industry is heading, and we have focused on building a multigenerational firm to serve generations of clients.

TWIN Capital Management is an independent, boutique Investment Management firm offering a diverse set of actively managed U.S. equity strategies to institutions and high net-worth individuals. The heart of our investment philosophy is that the systematic application of in-house quantitative research coupled with rigorous risk control in portfolio construction affords the best chance of achieving excess return over a benchmark on a risk-managed basis. Our job is to identify and capture the reliable and predictable sources of return while minimizing any impact for more arbitrary sources of risk. TWIN differentiates itself from the mainstream investment community with the application of our proprietary Fundamental Tilt®. We bring process consistency and continuity with investment methodologies developed by the team that founded the firm. We are a client centric firm. We believe the success of our long-standing client partnerships is a result of our transparency, responsive client service, as well as the proven track record of our investment strategies.

OUR APPROACH Founded in 1992, Hunter Associates provides high-quality investment management and financial planning services to individuals, families and institutions. We blend individualized portfolio management with ongoing life-encompassing financial advice. Our consistent, disciplined and collaborative approach to investment management and financial planning has proven effective through a variety of economic and market conditions. Our philosophy demands that we know our clients well in order to effectively contribute to their financial well-being. We recognize that each client is unique and, therefore, each financial strategy is individually designed. Interested in working with our advisors? Visit www.hunterassociates.com/our-people OUR PEOPLE We are founded on the simple belief that success is rooted in people; we believe that employees reach their fullest potential when they feel a high degree of freedom and work with other forward-thinking professionals. Therefore, we aim to create and uphold an environment that enhances our common drive to improve our service and performance – to the ultimate benefit of our clients. Interested in our employment opportunities? To find out more about our dynamic and growing team, connect with us by emailing [email protected] OUR MISSION Our primary goal is to help our clients define and achieve their financial objectives. To do this, we establish an investment plan, adopt an investment policy, including an appropriate asset allocation and select suitable securities to reach these goals. Our further goal is to provide our associates with growth opportunities, a rewarding experience and a pleasant environment. Our success, both financial and otherwise, will be a by-product of achieving these goals. Hunter Associates is a member of FINRA and SIPC.

About our practice: Shorebridge Wealth Management is located on Washington’s Landing in Pittsburgh. We understand your personal goals are not only unique to you but essential to your financial future. As a result, your personal financial strategy and investment portfolios should be tailored specifically to you. At Shorebridge Wealth Management, our team of dedicated professionals will work with you to build a financial strategy that encompasses all aspects of your financial life. We will help you plan for every milestone, identify overlooked gaps and overcome life's unexpected challenges. Through our exceptional customer service and attention to detail along with our disciplined planning process, it is our goal to build meaningful relationships and lasting partnerships. Put simply, our goal is to help you live your best life. "Trust that spans a lifetime" is more than just our motto, it is our pledge to you. ***************** 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 Shorebridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Financial Planning, Wealth Management and Portfolio Management is our business. Our approach is simple: We apply financial strategies with wisdom and care customized just for you and the people you care about most – now and for the rest of your life.