Sullivan & Russillo Wealth Advisors of Janney Montgomery Scott

For more than two decades and counting, Mercer Advisors has been proud to call Connecticut home. With a team of local CFA® and CFP® professionals, we provide tailored guidance to a wide range of families and business owners. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises. Institutional-grade investing: Our approach is backed by decades of research and market analysis, representing the best practices of today’s institutional investment community. Tax efficiency: Minimizing taxes is essential to protecting your lifestyle and legacy. Proactive tax strategy is an integral part of our process.

McCary Anheuser Wealth Management, LLC ("MAWM") is a registered investment advisor fiduciary located in West Hartford, CT virtually serving high-net-worth and ultra-high-net worth families nationwide with flexible meeting space across the country. MAWM offers its clients a virtual family office experience without the expense of a typical family office payroll. MAWM provides the core Financial Planning and Investment Advisory services and partners with other professional firms across multiple specialties to provide a comprehensive virtual family office advisory service. This multi-discipline approach helps families organize, grow and protect their assets through life's transitions, and creates successful multi-generational family legacies.

About Shiman Partners YOU KNOW THE FEELING WHEN YOU HAVE FOUND THE RIGHT PARTNER Shiman Partners commits to listening to you, making your life easier, providing financial insight and working alongside you through up-markets and down. We commit to anticipating the needs of the future investing landscape. No-fluff—just exactly what you need now and down the road for your financial success. Our clients are families, life-partners, beneficiaries and individuals that prefer a long-term financial partnership. A considerable segment of our clientele are investment-savvy professionals that come to Shiman Partners because they value the care, goal-setting and objective insights achieved through working together.