EVERY CLIENT’S SUCCESS IS ONE OF A KIND. AS IS MANCHESTER’S. We are a true multi-family office guided and owned by the families and partners we serve. We’ve pioneered innovative investment strategies, including direct real estate, and developed family office services that have transformed the concept. We help families navigate through an ever more challenging world.

• Managed all financial aspects of foreign holding company, domestic parent company, and all subsidiaries, including operational controls for trading process. • Functioned as Compliance Officer and interfaced with regulatory agencies such as CBOT, CME, NASD, and SEC. • Advanced from entry level accountant to CFO over seven year tenure.

Summit Wealth Group is an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential. What is at the heart of Summit Wealth Group? Simply put, it is the individuals and families we proudly serve. It is about their hopes, dreams, and aspirations. It is about being at our best so our clients can be at their best. Our clients have significant goals, goals that are the real reason for investing and planning. By partnering with Summit Wealth Group, these goals come into focus through effective planning, as we custom-tailor financial strategies to help make these dreams a reality. This communication is strictly intended for individuals residing in the states ofAL,AR,AZ,CA,CO,DC,FL,GA,HI,IA,ID,IL,IN,KS,KY,LA,MD,MI,MN,MO,MS,MT,NC,ND,NE,NM,NV,NY,OH,OK,OR,PA,SC,SD,TN,TX,VA,WA,WI,WV,WY. 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. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Please see our Terms of Use here:http://www.commonwealth.com/termsofuse.html. 13710 Struthers Road, Suite 115 | Colorado Springs, CO 80921 | 877.320.0379

Shade Tree Advisors is an independent, multi-family office for a select group of clientele. With technical expertise in tax, estate planning and wealth management, we develop comprehensive wealth strategies while devoting the administrative resources required to manage complex financial situations. We prioritize discretion and responsiveness while streamlining and safeguarding clients’ financial affairs.

We actively manage retirement money for individuals and businesses. We provide financial planning and investment management, working hard to grow your money when the markets are going up and equally as hard to protect from losses when the markets are going down. After 20 years of service with Morgan Stanley Smith Barney, James Minich and Jason MacGregor founded their own independent Registered Investment Advisory firm – Minich MacGregor Wealth Management. They recognized that being independent provided them with an opportunity to offer a more diversified range of financial solutions to their clients. * More than 50 years in the financial / investment industry * Family business * MMWM was founded in 2009 * Fee based investment advisors * Certified Financial Planners Disclosures: Information provided is general in nature and does not constitute personalized investment advice. A professional adviser should be consulted before implementing any of the options presented. Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on pages linked hereto.

At Vahanian & Associates of Saratoga Springs, NY, we believe that financial planning and investment management is not only about taking care of people’s money, but also about taking care of people. Success comes from a balance of health, family, and finances. Our goal is to help you make the most of what you have in order to achieve a balance that serves your present and future needs. Our firm was founded in 1986 by Jeffrey C. Vahanian, President/Owner, with a goal to provide comprehensive financial planning solutions. With every client we work with, it is our goal to establish a long term, potentially multi-generational relationship. And with each and every market movement, world event, technological advancement or global uncertainty, we strive to be the trusted advisor you can count on along the way. Our approach is quite simple. It starts with a conversation and goes from there. For more information, please call (518) 583-0891 or email us at [email protected] Securities offered through Osaic Wealth, Inc. Member FINRA, SIPC. Investment advisory services offered through Vahanian & Associates Financial Planning Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Vahanian & Associates website: http://www.vahanian.com https://vahanian.com/important-disclosures-form-crs-adv/ FINRA: http://www.finra.org/ SIPC: https://www.sipc.org/

Clean Yield is an SEC-registered investment advisory firm working exclusively with social investors. Since our founding in 1984, our goal has been to invest to promote a sustainable society while achieving competitive financial returns. Our hallmark is working closely with our clients to ensure that we are responsive to their unique financial requirements and personal values.

Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services. We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ Financial representatives and interns are independent contractors and not employees of Northwestern Mutual. https://www.northwesternmutual.com/social-media-guidelines

Life is hectic. Your finances shouldn't be. Located in Saratoga Springs, NY, our firm is focused on simplifying the complexity of investing and personal finance to allow you to focus on what matters most. We pride ourselves in communicating regularly, in plain English, to ensure our clients understand that their money is in good hands. With over sixty years of combined wealth management experience, you can feel confident in the team that is in charge of your investments. Continuum Wealth Advisors, LLC (“Continuum") is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Continuum and its representatives are properly licensed or exempt from licensure.

Our mission is to help our clients build financial security and stability with the highest level of customer satisfaction through personal and professional service. Our philosophy is to help provide a current foundation of capital protection and then develop sound financial strategies balanced with an acceptable range of risks that achieve long-term objectives. Our strategy is to assemble a team of professionals tailored to the individual needs of our clients. We utilize a planning process that helps our clients identify financial needs and opportunities, creates meaningful solutions, and implements a plan of action. We offer quality and value added service. We are committed to building long-term relationships that are mutually beneficial and pledge to take care of details.

Harbor Light Capital Partners works hard to partner with our founders and entrepreneurs to develop operating plans to capture market opportunities and maximize their long term growth potential. By doing this, we focus on providing the appropriate amount of capital to our portfolio companies for their particular phase of development, and look to be a lifecycle investor over the course of their maturation and growth. We are not forced to limit our investments to a specific time horizon. Instead we provide “patient capital” to build sustainable, high growth businesses. We are actively engaged board members and leverage our extensive network throughout New England and the Intermountain West to support our portfolio companies. Our philosophy is to provide the “commitment, capital, and collaboration” to build exceptional businesses that will be the next generation of industry leaders.

Williams Financial, LLC is an independent, fee-only registered investment advisory firm based in Saratoga Springs, NY, Bennington, VT, and Leominster, MA. Williams Financial, LLC provides financial planning and investment management to individuals, families and small businesses across the United States. Since 2005, Williams Financial, LLC has been a trusted resource to upper-middle income and high-net-worth families and small business owners.