Providence Equity Partners is a specialist private equity investment firm focused on growth-oriented media, communications, education, and technology companies across North America and Europe. Providence combines its partnership approach to investing with deep industry expertise to seek to help management teams build exceptional businesses and generate superior returns. Since its founding in 1989, Providence has invested over $36 billion across more than 175 private equity portfolio companies as of December 2023. With its headquarters in Providence, RI, the firm also has offices in New York, London, Boston and Atlanta.

Founded in 1986, Nautic Partners LLC is a middle-market private equity firm that has managed over $9.5 billion of equity capital spanning three decades. We have completed more than 150 transactions and partnered with a wide array of talented management teams. Nautic continues to actively seek new investment opportunities in the Healthcare, Industrials, and Services sectors. We typically deploy $50 million or more of equity for each new platform acquisition. In addition, many of our portfolio companies are eager to review potential add-on acquisitions. If you have new investment ideas, would like to learn more about our investment criteria, or would like to discuss potential add-on candidates for our portfolio companies, please contact: Jim Beakey Managing Director of Business Development 401-278-5678 [email protected] www.nautic.com www.linkedin.com/pub/jim-beakey/3/134/b4

Symmetry Partners brings decades of experience and commitment to helping Advisors and their clients achieve their most important goals with confidence. We do this by drawing on extensive academic research — and Symmetry’s own — to engineer what we believe to be exceptional investment solutions. Our Evidence-Based mutual fund and ETF portfolios combine the best of active and passive and are grounded in extensive academic research, including the insights of 12 Nobel laureates. To help Advisors scale their businesses and deliver a better client experience, we also provide Marketing, Technology, and Operational services, consulting, and support. Disclosures: https://bit.ly/3wB1q7C

The Spero Group, LLC is a comprehensive detox and behavioral health management company. We provide full service detox management solutions to hospitals and related health care partners across the United States. The Spero Group manages state of the art detox centers staffed with trained social workers, marketers, and specialized technicians. Our purpose is to partner with hospitals and other providers in order to deliver patient care with the highest level of clinical excellence to an underserved yet growing patient population. Our clients can now provide local options for pre-treatment stabilization to individuals and families facing substance use issues. The Spero Group is determined to deliver the most effective treatment pathways for our client’s patients and share our knowledge across our provider base nationwide.

Essex Financial has been offering highly personalized financial advice to clients since 2003. We take great pride in our ability to customize wealth management solutions to fit the individualized needs of each client. Our independent wealth management firm includes a team of 20 experienced financial advisors who manage or oversee in excess of $3.085 billion. Our services include the creation and ongoing management of comprehensive financial plans, investment management , tax planning, estate planning, corporate retirement plans, insurance, college education planning, philanthropy and retirement planning. Our breadth of knowledge allows us to create an individualized plan for everyone from high net-worth individuals and families to government municipalities, small businesses and charitable organizations. For further information or to get assistance for your wealth management and financial planning needs, please contact Ron Nelson at [email protected] or 860-767-4300. Investment Advisory Services offered through Essex Financial Services, Inc., a Registered Investment Advisor. A subsidiary of Essex Savings Bank. The securities and insurance products offered through Essex Financial Services, Inc., are not a deposit of, or other obligation of, or guaranteed by any bank, or an affiliate of any Bank, are not insured by the FDIC or any other agency of the United States, the Bank or an affiliate of the bank and involve investment risk, including the possibility of loss of the principal amount invested.

Corrigan Financial is an independent Wealth Management firm based in Rhode Island. We provide financial planning advice and investment management services to over 900 clients nationwide and have over $950,000,000 in A.U.M.. We are currently in our 34th year in business; we understand the importance of having a financial team you can trust—a team that not only helps manage your assets, but also provides you with a better understanding of your finances and guides you toward a more secure financial future.

Diversified Insurance Brokerage Services, Inc. are specialists in the Group Medical Insurance market. We have innovative and creative solutions to give your company the best alternatives; especially in today's economy. Please give Karen Geri a call (210) 558-3377 -for a complimentary evaluation of your Employee Benefit plan. Also offering Dental, Vision, Disability, Vision, 401K, Cafeteria Plans, and COBRA administration.

We believe in: Purposeful processes for a logical retirement plan Collaborative decisions at the pace you dictate Complete transparency Our expertise is in working with folks who have built successful technical careers and who value thorough, process-oriented advice. We take a rational approach to our advice process with full transparency about everything we do, for every decision you make. You'll notice the difference the first time you walk into our office. We’re obsessed with every detail of your experience! Each member of the AdviceOne team is dedicated to making you feel comfortable and respected at every stage of the planning process. We will match your pace and collaborate with you on all your decisions as slowly or as quickly as you like. We invite you to experience the AdviceOne Difference. Michael P. Grossman, CFP®, serves as the President of AdviceOne Advisory Services, LLC (“AdviceOne”), a registered investment advisor. Advisory services are only offered to clients or prospective clients where AdviceOne and its representatives are properly licensed or exempt from licensure. The content on this site is for informational and/or educational purposes only and is not in any way to be considered investment advice nor a recommendation of any investment product. These are testimonials by clients of AdviceOne Advisory Services, LLC. AdviceOne has not provided any direct or indirect compensation for these testimonials. For additional disclosure, please click on the following link https://adviceoneretirement.com/social-media-disclosure Michael's LinkedIn Page: https://www.linkedin.com/in/michael-p-grossman-cfp-049969208/

We began in 1975 with a dream and a vision. The dream was to establish an independent wealth management firm in the historic New England town of Westerly, Rhode Island - a wonderful place to live, work, and raise a family. Believing in the richness of community, we could form personal relationships where the needs and interests of our clients would always come first. The vision was to create a firm of the highest caliber, working to maintain a level of expertise that is among the top in the industry. Our knowledge, professionalism, and personal relationships would allow us to serve well. We are proud that Professional Planning Group is now an independent Registered Investment Advisory firm, working with clients throughout Rhode Island, Connecticut, and surrounding areas. We provide a comprehensive suite of wealth management services to the individuals, families, foundations, endowments - and neighbors - we serve. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Professional Planning Group. 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. Professional Planning Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm; https://www.ppgadvisors.com/

Private Wealth Management Business.

Barrett & Company is a full service investment firm. The firm was founded in Rhode Island in 1928 and continues today to be managed by the same founding family. Barrett & Company proudly remains one of the oldest independent firms in the Country today. Our Philosophy~ We believe every successful investment portfolio is built on a foundation of solid, personalized financial advice and guidance. At Barrett & Company we apply this strategy in a twofold process; our consistent focus and support in assisting our clients create and maintain a clear financial strategy, along with applying an active opportunistic investing approach, utilizing a wide range of financial products, to provide our clients the opportunity to reach their unique goals. Our commitment to your financial success is why we have been in business for over 85 years... For more information and disclaimers, please visit us at: http://www.barrettandcompany.com