Gardner Russo & Quinn LLC is an investment management company based out of 223 E Chestnut St, Lancaster, Pennsylvania, United States.

Emerald Advisers, LLC is a multi-billion dollar asset management firm providing research-based portfolio management. Emerald demonstrates an ongoing commitment to “The Five P’s”, Philosophy, Process, People, Performance, Persistence, which have remained a growing part of our corporate culture since Emerald’s founding in 1992. We are a results-driven entrepreneurial organization that believes in research-driven active management. Research is the cornerstone of our firm. What separates us from other asset management firms is our proprietary 10-Step Research Process and our team of experienced investment professionals. Team Emerald consists of talented, hard-working individuals who average over 20 years’ experience in the investment industry. We rely on our principles and people to guide how we interact with each other, our clients, and the communities where we work.

Harbor Investment Advisory is a full-service investment firm focused exclusively on serving wealthy individuals, families, and institutions. We provide integrated portfolio management solutions for clients seeking superior service and expert advice. As a private and independent firm, we are uniquely positioned to provide access to a broad spectrum of resources from many of the world’s premier research, analytical, asset management, and investment advisory companies. We feel being a large organization is less important than having the focus and professionalism to deliver superior service for our clients. Our primary business is offering investment and wealth management services, allowing us to concentrate our efforts to provide a sophisticated suite of products and resources directly for the benefit of our clients. Harbor Investment Advisory is headquartered in Baltimore County, Maryland serving select clients throughout the United States.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.DDMP Investment Advisors is separately owned and operated and not independently registered as a broker-dealer or investment adviser

I joined Connors in 2003. My role is as lead portfolio manager and equity analyst of our small cap and micro cap strategies. Prior roles included portfolio manager with First Investment Advisors, serving in a consultative role for clients and actively implemented investment programs and fund-of-funds analyst at Evergreen Investments focused on hedge fund and private equity funds. I have a BS from Pennsylvania State University, earned the Chartered Financial Analyst® charterholder designation in 1999, and an MBA from Kutztown University. Additionally earned CFA Certificate in ESG Investing.

Breslin, Young & Slaughter, LLC (BY&S) is a healthcare financial consulting firm that provides due diligence and financial consulting services to lenders, investors, and operators in the healthcare space. Our practice is solely focused on the healthcare industry and we have built a team of over 35 staff that work on over 400 healthcare projects for our clients each year including but not limited to due diligence projects, field exams, quality of earning reports, loan monitoring and servicing, and workout services. We continue to be dedicated to understanding the healthcare segment and partnering with our clients to tackle the challenges of lending to and investing in this dynamic industry. Experience – BY&S has over 100 years of combined experience in management positions, consulting and lender services including field exams and portfolio management. Expertise – Our people have served in a variety of roles in healthcare including CFO, Controller, Treasurer, VP Reimbursement and field exams for Asset Based, Real Estate and Cash Flow loans, as well as portfolio management and underwriting. Dedication – Our practice is focused on the healthcare segment. Each of our principals and senior consultants has many years of industry experience in healthcare. We make sure each engagement is run by one of our senior staff members and that each project is tailored to our client's specific needs so that our client's goals for the project can be met. Healthcare Due Diligence Asset Based Lending (ABL) Field Exams Asset Based Lending (ABL) Due Diligence Due Diligence Field Exams Recurring Field Exams Accounts Receivable (AR) Valuation Accounts Receivable (AR) Analysis Quality of Earnings (QoE) Real Estate Examinations Real Estate Cash Flow Cash Flow Analysis and Forecasting Acquisition Support Proforma Projections Financial Analysis Collateral & Financial Monitoring Loan Servicing Lender Back Office Support Portfolio Monitoring Survey Monitoring Workout Services

Brown Capital Management is a nationally recognized investment management firm headquartered in Baltimore, Md. The firm was founded in 1983 by the pioneering growth investor Eddie C. Brown, and is managed by President and CEO, Keith Lee. Over three and a half decades, we have honed our shared investment philosophy: • Exceptional Growth Companies have the potential to generate exceptional returns over time. • The power of compounding can accelerate the stock returns of Exceptional Growth Companies over the long term. • To stay focused on Exceptional Growth Companies, we must be benchmark-agnostic, and not make any investment decisions based on the composition of an index. We manage four U.S. and International equity strategies, in different vehicles, following that philosophy. In short, at Brown Capital we seek out the Exceptional in companies, talent and clients. Please see our social media disclaimer at https://browncapital.com/social-media

Logan Capital Management is a 100% employee-owned corporation. Logan Capital’s Partners came together because of a common equity philosophy of growth investing. The firm has carefully added strategies, to balance the business, patiently growing a healthy diversified investment management company. Today, Logan Capital has a mix of US growth and dividend-oriented value, international dividend-oriented ADR and global equity strategies and fixed income strategies that serve our institutional clients, strategic partners, and private clients and their advisors, without any sacrifice of the high-quality personal service to which our clients have grown accustomed. Please see our LinkedIn disclosure at http://www.logancapital.com/SocialMediaDisclosure.pdf

Coho Partners Ltd., founded in 1999, is an independent, employee-owned investment management firm headquartered in Berwyn, Pennsylvania Coho focuses on generating a specific, asymmetric pattern of returns that offers strong protection in down markets and competitive returns in up markets. Important Disclosure Advisory Services offered through Coho Partners, Ltd. an Investment Adviser registered with the U.S. Securities and Exchange Commission. Coho Partners, Ltd. only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot, and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment. Past performance of investments is no indication of future results. Third-party posts that appear on this social media site have not been reviewed or approved by Coho Partners, Ltd. or its principals for completeness or accuracy. Additionally, it should be noted the information that has been posted by third parties does not necessarily reflect the views or opinions of Coho Partners, Ltd. Coho Partners, Ltd. is not responsible for content posted by third parties. Coho Partners, Ltd. and third parties acting on its behalf, reserve the right, to the extent permitted under applicable law, to process, retain and monitor all electronic communications (including personally identifiable information). By sending direct messages and/or posting comments, you consent to such processing, retention and monitoring.

Expanded the firm’s investor network, focusing on alternative investments in real estate.Built and maintained strong relationships with key stakeholders, including clients, attorneys, bankers, and private equity firms.

Mission: "to help our clients lessen the worry and burden of money management so they have more time to spend building relationships."​ Many of our clients chose to work with us because they needed a comprehensive retirement plan, and wanted to work with a fee-only fiduciary advisor on an ongoing basis. See our updates below to get a better idea of the truly comprehensive approach we take to financial planning. Visit our website to schedule a no cost, no obligation, introductory meeting today or sign up for our monthly resources, The Financial PULSE and Consulate Journal. You can also follow us on Facebook and Twitter (@TheFinCon) Our radio show, Money, Riches & Wealth, airs on WCBM AM 680 every Wednesday from 6-7pm

Berman McAleer is an independent wealth management firm based in Maryland with an office in New York. We focus on the total financial well-being of select families that choose to partner with us. We manage over $1.1 billion in assets for 412 clients. We focus exclusively on high-net-worth families and their closely-held businesses.  For nearly 30 years, we have managed our clients'​ wealth by taking a comprehensive approach to their financial planning.  As an ensemble practice, Berman McAleer’s culture is collaborative. Our advisors work in teams delivering a high level of planning and wealth management expertise that our clients have come to expect. Our professionals are experienced and dedicated to providing exceptional service and attention to every client.     Berman McAleer is a referral-only practice and we welcome only a select handful of new clients annually to our firm.  _____________________________________________________________________________________ Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Berman McAleer, LLC. Investor Disclosures: https://bit.ly/KF-Disclosures www.sipc.org www.finra.org This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 737-443-2582.