Welcome to a world of potential Computershare can genuinely be considered an Australian success story. From modest beginnings in 1978, we have become the recognised global leader in our field, employing over 12,000 people in around 90 offices worldwide. Our success can be attributed to many factors, not least of which is our ability to attract and retain high calibre employees. With a strong focus on delivering certainty, ingenuity and advantage to our clients, we promote an entrepreneurial spirit and an enterprise-wide commitment to service excellence. Our diverse portfolio of services and products across our entire group of companies, offers the opportunity to expand your skills, experience and responsibilities across a range of industries both locally and internationally. Opening up a world of potential for you. If you are looking for that first step or next step in your career, we encourage you to visit careers.computershare.com, or please explore the rest of this site for more information about our business, culture and values.

Who We Serve Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their vision. A community of passionate, driven people representing some of the best and brightest in the industry, Commonwealth is the partner of choice for more than 2,000 independent financial advisors nationwide. Your Advantage The firm takes a holistic, advisor-centric approach to creating strategies and solutions designed to give you a competitive advantage at every stage of your journey—whether you’re growing an existing practice, embarking on a fee-only path, or breaking free to explore independence for the first time. Evolve your business with flexible affiliation options, pioneering practice management, and entrepreneurial capital. Accelerate your growth with a synchronized approach that integrates advanced planning and research, complete marketing support, and personalized development programs. Streamline your operations with holistic investment solutions, collaborative compliance, and powerful technology, including a unified software platform that supports managing your client’s accounts and running your business. Learn More Ready to learn more about a firm that puts independent advisors first? Visit our website to discover how Commonwealth can help you streamline your operations, evolve your business, and accelerate your growth. If you’re interested in working at Commonwealth, visit our Careers page and explore how you can join our common purpose. Member www.FINRA.org/www.SIPC.org

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.

Adviser is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.

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

GroveStreet's sole business is to build customized private equity fund portfolios for large institutional investors in a separate account format. We manage 40+ separate accounts for 15 clients with over $7 billion in assets under management. GroveStreet predominantly invests in lower middle-market buyout, growth equity and venture capital funds. We are an organization dedicated to strong investment performance and customized services to a small number of clients since 1998.

HLM is a leading healthcare investment firm, providing capital to innovative and category-defining healthcare technology and services companies. HLM works with leading growth-oriented healthcare companies that are improving the quality of healthcare while reducing overall costs. HLM has built an extensive network of talented investment professionals, deep strategic relationships and experienced industry veterans. Since its founding 40 years ago, HLM has invested more than $1 billion, building more than 100 companies.

CCR is a wealth management firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations and institutions. Our team is your personal advisor, empowering you with long-term wealth strategies, individualized financial plans, insurance strategies including group health & life insurance, and strategic investment management solutions to help you achieve both short term and lifelong goals. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. CCR Wealth Management and Cetera are affiliated. Cetera is under separate ownership from any other named entity. 1800 West Park Drive, Suite 150 Westborough, MA 01581 Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. 1800 W Park Dr, Suite 150, Westborough, MA 01581 / 72 Queen St, Southington, CT 06489 / 9 Bryan Hall Plaza, Washington Depot, CT 06794 / 1000 SE Monterey Commons Blvd Suite 302, Stuart, FL 34996 / 583 Chestnut St, Unit 6 Lynn, MA 01904 / 6 Executive Park Drive, Suite A Clifton Park, NY 12065 / 6636 Main Street, Suite 4 Williamsville, NY 14221 / 2415 Carter Lane, Suite 101 Columbia, MO 65201

Capital Crossing Servicing Company LLC (“Capital Crossing”) is an industry leading underwriter, investor, servicer and asset manager in commercial real estate and small business loans. Capital Crossing has acquired discounted loans in the secondary market for more than 25 years. Our due diligence is staffed by a team of professionals with significant years of experience in the underwriting and pricing of performing, sub-performing and non-performing commercial real estate loans. We concentrate our efforts on small balance commercial real estate and C&I loans with individual unpaid principal balances of less than $20 million. Acquisitions are primarily made on pools of assets with total UPB balances ranging from $15 million to over $1 billion. Our portfolio interests include all major commercial real estate property categories including Multi-Family, Office, Retail, Industrial, Special Purpose, and Hospitality. In addition to this broad range of commercial property types, Capital Crossing is proficient in the acquisition of both commercial and residential land including residential development properties. We are active across the nation in all markets including suburban, rural and exurban locations. Capital Crossing’s service levels are unmatched, demonstrated by our long standing and successful relationships with our clients, who benefit from our market leading underwriters, asset managers, in-house legal staff, market analysts, real estate and environmental professionals and loan servicers.

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.