Baystate Fiduciary Advisors

Core Mission: To deliver leadership to plan stewards in their moral, ethical and governance obligations in striving to provide what is in the best interest of their employees while maximizing their company ROI. Core Values: - Capacity to serve and inspire - Independent investment fiduciary advisory firm - Full transparency with flat dollar fee-for-service pricing - High impact firm with low impact costs - Core Investment Stewards: - For-profit organizations - ERISA non-profit organizations - Private/Higher education institutions Core Charity: St. Jude's Research Hospital as a Partner in Hope For more than 15 years, Baystate Fiduciary Advisors has helped organizations with the goal of positively impacting the futures of employees while mitigating risk and long-term costs to the organization. We are highly credentialed and specialize in 401(k) and 403(b) plans, acting as a trusted resource clients can rely upon. Our mission is to serve others in an ethical and impactful way. The world of ERISA governance is complex and often confusing. Using our knowledge and experience, our team of advisors aims to simplify complicated concepts and strategies to help plan sponsors better understand their strategies and opportunities. With knowledge in hand, we strive to empower corporations to feel confident in their decision making and to take an active role in their required ERISA obligations. Unlike some advisors, we sit independently on the side of the table with the client, we do not represent a product. Based in Boston, Massachusetts, we strive to be a high-impact firm with low-impact cost

Harvest Asset Group

Harvest Asset Group is an independent, Fee-Only financial planning and investment management advisory in Portland, Maine. We have successfully served and continue to work with nearly 100 local physicians, families and individuals since 2005. We are committed to a personalized and results oriented approach to help you reach your financial and life goals. We pledge a fiduciary standard of care to you. Unlike most financial advisors, our Fee-Only financial planning model ensures that your interests come first since we do not and cannot accept commissions from any investment or financial products we recommend or utilize on your behalf.

Moore Financial Services Group, LLC

Moore Financial Services Group, LLC, is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products & services to individuals & business owners. We believe you will be better able to identify your goals & make sound decisions to help reach them by our providing sound financial information. We are committed to maintaining the highest standards of integrity & professionalism in our relationship with you, our client. We endeavor to know & understand your financial situation & provide you with only the highest quality information, services, & products to help you reach your goals. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: Tax Management Investment Management Retirement Strategies Estate Conservation If you are interested in hearing more about what we offer & how we can help you & your family, you may reach us at: Phone - 281-817-6433 Email - mattmoore@moorefsg.com Website- moorefinancialservicesgroup.com We look forward to speaking with you!

Charter Advisory Group

Charter Advisory Group LLC is a family office and consulting firm that provides investment strategy and management, wealth planning, tax advisory and family office services. [ website: www.charteradvisorygroup.com ]

Trusted Financial Advisors

Certified Financial Planners (CFP)®, FEE FOR SERVICE ONLY, NO PRODUCT SALES! We serve clients whose investment and retire ment accounts total $500,000 and greater and who are looking to delegate investment decision making so they may attend to their busy schedules. Our current clients include physicians, software developers, business owners and retirees from all walks of life. We usually run financial projections to help our client gain clarity of their financial abilities and limitations. We help people set realistic and achievable goals in areas such as retirement planning, college funding, medical expense planning, insurance and estate planning. Our service is similar to that of a medical General Practitioner: we diagnose your needs and may recommend highly qualified professionals such as an attorney, an accountant or an insurance agent to meet your specific needs. We are also a Registered Investment Advisor. This means we work with you to develop a portfolio of investment that will serve your needs for income, growth or both. We generally work with conservative client for whom wealth preservation is most important.