Baldwin Brothers - The Evolution of Investment.

Kensington Capital Ventures is the investment arm of Kensington Capital Holdings, a single family office.

Navigating life’s twists and turns is challenging so partner with an expert and get Financial Advice for Life®. Our belief is the foundation for a successful journey begins with establishing long-lasting relationships built on trust and expertise that will guide you through the noise and confusion and get you to your destination – a comfortable, confident lifestyle. At Loring Advisory Group we have a comprehensive technique for assessing your financial situation in order to help maximize your financial efficiency. This not only includes your investments, but many other facets of your finances that tend to be overlooked. With your future goals in mind, we will develop a strategy that help ensures you and you loved ones are protected and well on your way to maintaining your financial independence. This communication strictly intended for individuals residing in the states of AZ, CA, CT, DC, FL, GA, IL, IN, KS, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, PR, RI, SC, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC or NCUA insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org , www.SIPC.org, a Registered Investment Advisor. Please review our Terms of Use at www.commonwealth.com/termsofuse.html.

Barry Investment Advisors focuses on developing a partnership with you and your trusted advisors. Through collaboration, we customize planning and investment strategies that fit your life and help build a meaningful legacy. Our team has the honor and privilege of providing personalized financial planning to over 200 families, many of whom are the children or grandchildren of clients that date back to the early years of the firm. Visit www.BarryInvestmentAdvisors.com to learn more about our investment strategy and what makes the Barry experience so unique.

We are an Independent Investment Management firm that specializes in managing money for high net worth individuals. We have a comprehensive approach to helping our clients. We do not believe in a “one size fits all” mentality. We believe that all clients have different needs. We work closely with clients to determine their needs and goals, and then create a personalized and custom investment strategy for them. We provide a wide range of services including: • College Planning • Retirement Income Planning • Tax Minimization Planning • Estate Planning Services • Business Planning Services • Asset Management • Life Insurance We offer the following investment types: • Equities, Bonds, Mutual Funds • Variable and Fixed Annuities • ETFs and Index Funds • REITs, BDCs, and Structured Notes Mission: Our mission is to enrich our clients’ lives by providing sound financial advice through education, communication and personalized service. We strive to maintain long-term relationships with our clients by performing our duties in an ethical, fair, and honest manner. Byrne Financial Freedom, LLC is your CFO for life. Securities offered through LPL Financial, Member FINRA/SIPC www.FINRA.org www.SIPC.org For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. For a list of states in which we are registered to do business, please visit www.byrnefinancialfreedom.com.

• Produced portfolio analytics and prepared meetings with clients’ performance with the wealth management team.• Collaborated in opening, maintaining, keeping track of portfolios and their percent of stock as well as equity return overall.• Responsible for analyzing transactions in all accounts every day, to flag down abnormal transactions and liquid assets in these as well as lifting possible concerns with the team.• Presented reports of possible companies to buy shares in after doing research using tools as Morningstar and Schwab.• Practiced attention for detail while creating reports for clients with excel and adobe.

Wealth Management Resources, Inc. was founded with the goal of assisting our clients in many aspects of their financial lives. Serving clients out of our N. Smithfield, RI office, we strive to create financial stability and security to provide financial independence and peace of mind. Member FINRA/SIPC Since 1994, we’ve evaluated personal investments, retirement income planning, tax reduction techniques, insurance needs, business and estate planning, financing options, cash flow, company benefits and more. We take the time to educate our clients during the financial planning process, giving them the insight and confidence to make their own significant financial decisions.

Bristol Wealth Group is an investment management company based out of 35 Broadway, Taunton, Massachusetts, United States.

The BDC provides financing to promising companies whose needs exceed available bank debt. Servicing companies in RI and nearby Massachusetts and Connecticut we work with bankers, accountants, lawyers, and other business advisors to ensure a solid foundation for success.

Most people have a vision of their future. It might include sending kids to college or starting a new business. Or perhaps it involves a targeted date for retiring to a warmer climate or traveling the world. Dreaming it means it can be done, but only by maximizing financial and personal resources and then committing to a plan to make that dream a reality.

Jen grew up in Pittsburgh before moving to Falmouth in 1991. She graduated from the University ofMassachusetts, Amherst with a Bachelor of Science and earned her Doctorate from Tulane University.Jen joined Cutter Financial Group, LLC after 27 years of professional industry experience in dataanalysis and modeling, compliance, and strategic risk mitigation. Jen worked for a variety of companies including the accounting offices of Brown, Rudnick,Freed & Gesmer, as well as corporations such as, Pfizer, Altana Pharmaceuticals, and Associates of Cape Cod, Inc.Jen’s professional experience in data analysis and modeling, coupled with her strategic risk mitigation knowledge makes Jen a natural fit to help others implement Cutter Financial’s proprietary Downside Risk Mitigation (DRM) strategies.Cutter Financial Group, LLC is an SEC Registered Investment Advisor (CFG). CFG's philosophy is preservation of wealth both in the accumulation and distribution stages of your financial lifecycle. Our proprietary retirement system is designed to incorporate the five key elements of a successful retirement system. The first step in developing a sound system is to fix an outdated investment strategy. CFG's investment strategy is specifically designed to use quantitative data to help us to be invested when market momentum is on our side and to move to a "safe haven" when momentum is not. CFG's philosophy is if you manage the downside, the upside can take care of itself.Once a sound investment strategy is implemented, then CFG can build an income strategy that is measurable and predictable, followed by tax, estate, and legacy strategies.CFG's proprietary Downside Risk Mitigation strategy is designed to help give you the highest probability of financial success.

At Axis Wealth Partners, our commitment to you is guided by our expertise and personal experiences. We provide caring, comprehensive advice to individuals and families interested in building and preserving their wealth. Regardless of which stage of transition in life you may be living, we believe sound, transparent financial advice begins with empathy and understanding. We know the value and power of our advice because we live it. Axis Wealth Partners pledges 1% of gross revenues to support grassroots non-profit organizations committed to efforts for a more sustainable, responsible and impactful society. Axis also provides a turnkey practice solution for financial advisors and planners wanting to operate an independent fiduciary practice but don't want to start their own RIA. For more information, please visit https://axiswp.com/for-advisors/. Inquiries are strictly confidential.