Bloomberg LP

Lake Street Advisors is an independent multi-family office based in Boston, MA, dedicated to providing strategic financial guidance and support to families since 2003. With a commitment to understanding their clients' unique goals and concerns, the firm acts as a fiduciary, ensuring no fee-related conflicts of interest arise in their wealth management services. Employing a team of professionals, Lake Street Advisors integrates all aspects of their clients' financial lives, allowing families to focus on what matters most to them. The firm prides itself on maintaining a 2:1 client-to-employee ratio, which enables a deeply personalized approach to wealth management and legacy planning. Generated from the website

Plymouth Rock Assurance was established to offer its customers a higher level of service and a more innovative set of products and features than they would expect from an insurance company. Plymouth Rock's innovative approach puts customers' convenience and satisfaction first, giving them the choice to do business the way they want - online, using a mobile device, by phone or with one of Plymouth Rock's independent agents. Plymouth Rock Assurance and Plymouth Rock are brand names and service marks used by separate underwriting, managed insurance, and management companies that offer property and casualty insurance in multiple states. The Plymouth Rock Group of Companies together write and manage nearly 1.5 billion dollars in personal and commercial auto, homeowners and umbrella insurance in Connecticut, Massachusetts, New Hampshire, New Jersey, New York and Pennsylvania. You can learn more about Plymouth Rock by visiting our website.

Detwiler Fenton & Company, also known as DFC, is a financial institution that offers a range of wealth management and investment brokerage services. Founded in 1962, the company serves customers in the Northeast. Its channel research analysts are located in Boston, New York and San Francisco. The company serves customers in the technology and consumer markets. It has an alternative investments group that has experience in recapitalizations, roll-ups and distressed asset investments. The company s clients include institutional and individual investors. Detwiler Fenton & Company is a wholly owned subsidiary of Detwiler Fenton Group, which is a publicly traded holding firm.