Harding Loevner LP is a growing global asset management firm headquartered in New Jersey, USA (Metro NYC). Harding Loevner manages over $58 billion in long-only equity portfolio strategies comprising of high-quality, growing companies in developed, emerging and frontier markets. Harding Loevner’s investment strategies are offered as institutional separate accounts, mutual funds, UCITS, and through sponsored wealth management programs. Our global client base includes leading global investment institutions, such as sovereign wealth funds, major foundations, endowments, pension plans, private family offices, and individuals. Our professional culture is one of transparency, collaboration, accountability and integrity. We are committed to providing all staff with opportunities for career advancement through education, training and personal achievement. Please visit https://www.hardingloevner.com/important-disclosures/

Jacobs Levy Equity Management focuses exclusively on managing equity portfolios for institutional clients. Building on the pioneering research of founders Bruce Jacobs and Ken Levy, the firm has developed a unique, multidimensional, dynamic approach to investing that combines human insight and intuition, finance and behavioral theory, leading-edge quantitative and statistical methods, and over 35 years of proprietary research. Jacobs Levy manages assets for a prestigious global roster of corporate defined benefit and defined contribution plans, public retirement and sovereign wealth funds, Taft-Hartley plans, endowments/foundations, and sub-advised funds, many of which are included in Pensions & Investments’ top 200 largest retirement funds. We are a signatory to the United Nations Principles for Responsible Investment. We are an Equal Opportunity Employer.

THE GMS GROUP – Municipal Bond Specialists Expertise in Tax-Free Municipal Bonds that Spans 35 Years GMS traces its beginnings back to 1979 when we established ourselves as specialists in tax-exempt municipal bonds. Today, GMS still specializes in municipal bonds while providing a full range of investment products and services. These services compliment the fixed-income needs and objectives of High-Net-Worth individuals, corporations, not-for-profit organizations, states, local governments, banks, insurance companies and more. GMS is a full-service brokerage firm with a well-defined plan for continued success. The GMS Institutional Sales and Institutional Trading divisions were formed in the mid-1990’s to complement our effort of offering High-Net-Worth individuals the best value in quality municipal bonds. GMS continually focuses on growth and expansion within the markets and regions we currently serve. In a Class of Our Own The GMS business model is unique among tax-exempt municipal bond specialty firms as we service the three major categories of tax-free municipal bond investors; •High-Net-Worth individuals •Municipal bond funds •Institutions/corporations Senior management has strategically positioned the servicing of one class to be of benefit to the other classes, in essence attaching mutually-beneficial importance to each investor category. This strategy has made GMS a premier municipal bond specialist firm that offers its clients a broad range of attractive tax-free municipal bonds - many of which are exclusive to GMS clients. Put a municipal bond specialist to work for you today. GMS clients enjoy service with a personal touch combined with unique market experience and municipal bond expertise rarely seen on Wall Street today. With the guidance of a GMS municipal bond specialist, you can elevate your tax-free income objectives.

Hennion & Walsh was founded in 1990 with a single goal in mind: to become the nation’s premier provider of investment services and advocate for individual investors. As such, our disciplined, personalized approach has helped thousands of individuals grow and protect their investments. Hennion & Walsh’s heritage is being one of the nation’s leading independent specialists in municipal bonds for individual investors, but we offer a full suite of equity and fixed-income products and services including wealth management.

Established by Richard Seelaus in 1984, the firm was initially a municipal bond dealer conducting business with the major trust banks of New York and Chicago. Since this time the company has grown into a full service financial firm meeting the planning and investment needs of high net worth individuals and businesses, while continuing to service major institutions throughout the country. Today we have 3 trading desks and our fixed income inventory consists of Municipal Bonds, Corporate Bonds, and US Government Agencies. Our financial advisors have ready access to our traders who monitor the national markets closely, all day long. * Member FINRA, SIPC www.finra.org

Our mission statement is to give our clients the freedom to pursue what matters most to them. Our clients come from different industries and backgrounds, but they have all found their own individual success and have accumulated significant wealth. Navigating the complexities that come with wealth is hard to do alone. That’s why we work closely with each client to develop a personalized strategy that aligns with their unique circumstances and needs. Ultimately, our goal is to be our clients’ first and only call regarding any financial issue, question, or decision. We put our client’s goals, big and small, at the center of everything we do. We are invested, honest, and precise but nimble problem solvers. Success to us means creating a meaningful relationship with a client so that he or she works with us as a partner in securing and managing his or her wealth. Ultimately our goal is to act as a guide on each client’s financial journey so that the client can achieve financial peace of mind and focus on whatever is most important to them in life. For important disclosures please go to https://static.twentyoverten.com/5dd43b58fe95cc60688ef1e8/FG9fZ7rro6/Simon-Quick-Advisors-Disclosure-Information.pdf

The Bank of Princeton is a growing, profitable community bank that was founded in Princeton, New Jersey in 2007. It is a New Jersey state-chartered commercial bank with branches extending throughout New Jersey and Pennsylvania. The Bank of Princeton is a member of the FDIC, an Equal Opportunity Lender, and an Equal Opportunity Employer. The Bank of Princeton is the wholly-owned subsidiary of Princeton Bancorp, Inc. (NASDAQ:BPRN)

Offering Financial Strength & Stability for Over 20 Years Since 2001, Keystone Financial Management has been unconditionally committed to strengthening and supporting the advisors and clients we serve, ensuring they have the power and the tools they need to build the financial future they envision. Whether you are an individual seeking insurance and investment advice or an advisor looking for a team that offers guidance and support, you’ll have access to an experienced network of nationally recognized financial professionals. With dozens of offices in Pennsylvania, New York, and beyond, our network of nearly 100 advisors are committed to helping clients plan for their financial futures, build their investments, and protect their assets. Each advisor brings their own unique experience, expertise, and process to their practice, along with the tools, support, and technology provided by our own broker-dealer. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. We are strongly committed to diversity and equal opportunity For additional information please visit our website: www.keystonefinancialmanagement.com CA Insurance License Number 0H29775 Arkansas Insurance License Number 2020136 Minnesota insurance License Number 40125747 https://www.sipc.org/ https://www.finra.org/#/

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Westminster Wealth Management LLP is a chartered, independent financial advisory group, providing expert financial advice to a wide range of clients. We oversee £1.5 billion of assets. Our clients stay with us because our team-based approach delivers a unique blend of specialist skills linking financial planning, tax efficient structuring and management of the underlying assets. Whether you are a private individual, a company, a trust, or a charity, we have the technical know-how and relationship experience to assist you with all of your wealth matters. There is no charge for initial consultations so contact us and find out how you can benefit from Westminster Wealth Management’s expertise. © 2024 Westminster Wealth Management LLP Westminster Wealth Management LLP is authorised and regulated by the Financial Conduct Authority (490519). The information contained in this Linkedin Company Page is subject to UK financial regulation and as such is meant for consumers in the UK.