St. Germain's mission is to manage investments based on our clients'​ goals while delivering exemplary, personalized service regardless of the size or scope of their assets. First and foremost, we are relationship managers focused solely on managing your wealth. We are privately owned and have been since 1924. Our competency is in preserving your assets based on your interests and yours alone. It is a competency that addresses long-term investment opportunities and solutions that benefits you and future generations.

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.

As one of New England's original energy management companies, Secure Energy has been a trusted vendor partner, aggregator, and authorized broker for leading national suppliers since the infancy of the energy management industry. Let our team with 175 years of combined experience guide your organization through the critical steps required to successfully manage today's energy options. Our mission is to develop and maintain long term-client relationships by designing and implementing comprehensive energy management strategies that communicate market knowledge, leverage supplier relationships, identify unique product options, and deliver innovative solutions. Call 800-655-9818 to schedule a meeting with one of our energy specialists and visit our web page to learn more about the Secure Energy difference www.sesenergy.org.

Keator Group LLC is a financial services company based out of 218 Main St, Lenox, Massachusetts, United States. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Keator Group is not a registered broker/dealer and is independent of Raymond James Financial Services 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. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Grove Street Fiduciary is a Wealth and Trust Advisory firm serving families and institutions. As fee-only fiduciaries and investment advisors, Grove Street Fiduciary provides truly objective financial planning and investment advice. The firm does not sell securities, mutual funds or insurance policies, allowing us to make recommendations that are solely in the client's best interest. Each advisor is a CERTIFIED FINANCIAL PLANNER™ professional who also adheres to the high ethical standards of the National Association of Personal Financial Advisors (NAPFA®).

Pioneer Valley Financial Group has been providing individuals and organizations with financial guidance since 2002. We pride ourselves on crafting unique strategies for each client. Our tradition of integrity promotes true transparency through our honest and comprehensive approach. Together we posses decades of experience where we continue to focus on relationships rather than transactions. Committed to serving you, we practice balance, care, skill, diligence and objectivity in the comprehensive process utilized in developing and managing your financial life. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, DE, FL, GA, HI, IN, KY, MA, MD, ME, MS, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TX, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state requirements 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 Advisor. Pioneer Valley Financial Group | 535 East Street | Ludlow, MA 01056 | (413) 589-1500 Please see our Terms of Use here: www.commonwealth.com/termsofuse.html Check the background of this firm on FINRA's BrokerCheck: http://brokercheck.finra.org/Firm/Summary/8032

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.

MENZEL CPA PC is an investment banking company based out of 1111 ELM ST, West Springfield, Massachusetts, United States.

We can help create informed financial strategies that give you confidence as you pursue your goals. Visit us at www.williamsfinancialllc.com to learn more! Williams Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Williams Financial Group are not affiliated companies. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency.

We build long term relationships based on integrity, mutual respect, and trust that will result in a return on life. Education is the bedrock of our planning process. We believe that educated provides the tools that you need to make empowered, smart, and responsible decisions will give you peace of mind and comfort for your present, future, and legacy. Our approach, combined with over 70 years of experience, provides you with a clear objective and the freedom to live the life you want and deserve. Along with education, we believe that a collaborating mindset, transparency, hard work, service excellence, combined with a fiduciary standard of care, will help you achieve financial security and independence. We take pride in creating a tailor made-for-you solution based on your life’s purpose, the dreams you want to realize, and the legacy you want to leave behind. Together we can build a comprehensive financial plan that positions you to enjoy more of the best that life has to offer. We believe that everyone can be wealth creators. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, MA, ME, NC, NH, SD, TN, VA, VT. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, http://www.FINRA.org/http://www.SIPC.org, a Registered Investment Adviser. The Wealth Transition Collective, 1632 Northampton Street Holyoke, MA 01040. 413.584.1805 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html.