Champlain Investment Partners is an independent, employee-owned asset management firm headquartered in Burlington, Vermont. Our investment strategies are designed to focus on providing absolute returns while also managing risk. We strive to create wealth through the consistent execution of our investment process; we are equally committed to delivering outstanding client service, and pride ourselves on the many long-standing relationships we have been able to cultivate since opening our doors in 2004. Our partners bring a wealth of experience, averaging over 24 years in asset management, and as of 06.30.23, the firm had approximately $17.15 billion in assets under management.

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

COMMUNITY FINANCIAL SERVICES GROUP, LLC is a financial services company based out of PO BOX 120, 100 MAIN STREET, NEWPORT, Vermont, United States.

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

Maple Capital Management, Inc. is an SEC Registered Investment Adviser with offices in Montpelier, Vermont and Atlanta, Georgia. Founded in 2004, Maple Capital Management has worked with the core belief that every portfolio should be structured to meet the individual needs and objectives of each client. We have established a strong reputation as a trusted investment manager to institutions, insurance companies and families nationwide. We are committed to serving the investment needs of our clients with a disciplined investment philosophy, a strong focus on risk control, and an extraordinary level of client service. It is our mission to serve each client with the highest level of professionalism and integrity, and to provide individualized investment management.

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.

We provide comprehensive investment management services to individuals, corporations, and non-profits with personalized care and a cost-effective approach. Our knowledge and experience provides our clients the edge they need to achieve their financial goals.

Clute Wealth Management is a firm whose independent advisors provide strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. Clute Wealth Management helps women in transition and their loved ones who find need to manage and face new life challenges. Everyone’s needs and plans are different; Clute Wealth Management focuses on developing a unique plan tailored to fit each client’s goals. Founder Heidi Clute, CERTIFIED FINANCIAL PLANNER™ and her partner Christina Ubl CFP®, CDFA™, head up an experienced team of support staff, dedicated to the highest standards of integrity, objectivity and client service. For a list of states in which we are registered to do business, please visit www.clutewealthmanagement.com. Financial planning, securities, and advisory services offered through LPL Financial, a registered investment advisor, Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

As financial advisors, our goal is to achieve excellent portfolio performance through diversifying investments, reducing taxes, rebalancing portfolios, and offsetting behavioral error. As fiduciaries on 100% of accounts, we work only for clients. We invest your money using low-fee index funds, and we keep our own fees low. One Day In July Financial Advisors provide investment management services to individuals, institutions, for-profit and non-profit businesses, insurance companies, government entities, pension plans, endowments and foundations. In addition to traditional portfolios we offer environmentally focused portfolios that limit exposure to fossil fuels and carbon emissions. Contact us today for a free consultation. Disclosure: One Day In July LLC is an SEC-registered investment advisor. Registration does not imply a certain level of skill or training. One Day In July LLC does not guarantee actual returns or losses. This content is for educational purposes only and is not investment advice. Individual circumstances may vary.

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