New England Asset Management, Inc. is a registered investment adviser specializing in providing asset management services primarily to the insurance industry. Established in 1984, NEAM is a subsidiary of General Re Corporation, wholly owned by Berkshire Hathaway Inc. NEAM offers a range of services, including asset management, fixed income mandates, high yield strategies, preferred securities strategy, structured products yield enhancement strategy, equity mandates, investment accounting and reporting services, enterprise capital strategy services, and more. NEAM's investment strategies involve a comprehensive investment process, including investment policy, client strategy, execution, and controls. The firm charges fees based on specific services provided, with fees negotiable and subject to annual minimums. NEAM acts as a fiduciary, providing discretionary investment management services to clients, with assets under management totaling $100.5 billion as of December 31, 2022. The firm discloses potential conflicts of interest related to revenue-sharing arrangements with affiliated entities and provides detailed information on its investment strategies, risk factors, and client reporting practices. NEAM's Code of Ethics emphasizes client interests, and the firm does not compensate third parties for client referrals. Clients have the option to direct brokerage, and NEAM exercises investment discretion for client accounts. The firm follows a best execution policy, monitors accounts regularly, and votes proxies in the best interests of clients. NEAM has no disciplinary history and maintains sound financial standing.

Symetra Investment Management Company is a financial advisory firm based in Farmington, Connecticut. It currently has approximately $61,049,549,916 of assets under management and employs about 69 people. Symetra Investment Management Company uses a fee structure of and a percentage of assets under your management.

MJP Wealth Advisors, established in 1981 and operating as an investment adviser since 1983, offers a range of investment advisory services to individuals and various client types. As a fiduciary, the firm is committed to acting in the best interest of clients. Services include asset management, retirement plan consulting, and financial planning. Minimum initial investment is $500,000, with exceptions considered. The firm's fee structure for asset management ranges from 0.75% to 1.35% based on account size. MJP does not charge performance fees and does not participate in wrap fee programs. The firm uses technical and fundamental analysis, mutual fund and ETF analysis, and third-party research to inform investment strategies. Investment portfolios are designed to balance risk and return, with a focus on principal protection. MJP also offers private placements, alternative investments, and cryptocurrency products. The firm reviews accounts annually and provides ongoing services tailored to client needs. MJP does not accept proxy authority to vote client securities and does not provide financial information in the brochure. Clients are encouraged to contact the firm with any questions regarding their investments or the services provided.

PASI Investments, LLC is a registered investment adviser established in 2007 and based in Connecticut. The firm specializes in providing discretionary and non-discretionary investment advisory services on a fee basis. PASI offers pension consulting and pension investment management services, focusing on retirement plan consulting for business owners and investment advice for sponsors of retirement plans like 401(k) plans. The firm also provides investment advice to individuals, particularly those nearing retirement or in retirement, developing tailored investment policy statements for their accounts. PASI's annual investment advisory fee ranges between 0.10% and 1.50% of the market value of assets under management or a fixed fee. The firm does not charge performance-based fees and acts as a fiduciary to clients, subject to specific duties and obligations under ERISA and the Internal Revenue Code. PASI primarily invests in mutual funds and ETFs, with a focus on fundamental analysis, mutual fund and ETF analysis, and collaborative research to assess investments. Clients have the option to impose restrictions on investments, and PASI does not have authority to vote proxies on behalf of clients. The firm does not have any financial commitments that impair its ability to meet contractual and fiduciary commitments to clients. For any questions or further information, clients can contact the Chief Compliance Officer, Melanie Hancock Brown.

SAGEbroadview Wealth Management, LLC is an investment advisory firm established in 2000 and registered since 2001. The firm specializes in offering comprehensive Wealth Management Services, Consulting Services, and a Young Professionals Program. They manage assets on a discretionary basis and offer services such as Integrated Financial and Tax Planning, Portfolio Management, and other financial planning services. The firm's investment philosophy is grounded in Modern Portfolio Theory, focusing on long-term, buy-and-hold strategies with periodic rebalancing. The firm's fee structure includes a Portfolio Management fee of 0.50% of the market value of portfolio assets, a fixed fee for Financial and Tax Planning services, and a Quarterly minimum fee. Clients can participate in an automatic rebalancing program. The Young Professionals Program has an Onboarding Fee, a Monthly Fee, and a Portfolio Management Fee. Clients have the option to terminate the agreement within five business days without penalty. SAGEbroadview Wealth Management is a fiduciary acting in the best interests of clients. The firm's principals include Lawrence J. Annello, Christopher J. Annello, J. David Principe, and Sheri Ianetta Cupo. The firm's investment strategies are based on rigorous academic research, and they do not engage in performance-based fees or side-by-side management. The firm does not vote proxies for client securities and uses Charles Schwab & Co., Inc. and Altruist Financial, LLC as custodians. The firm's team includes Lawrence J. Annello, Christopher J. Annello, John David Principe, Karina Isabel Salés Linehan, and Daniel James Lester, all Certified Financial Planners.

Medallion Wealth Advisors, LLC, operating as Medallion Wealth Advisors, is a registered investment advisor established in 2010 in Farmington, Connecticut. The firm offers a range of services, including portfolio management, pension consulting, financial planning, consulting, third-party advisory services, and 403(b) retirement plans. Clients have the option to have their accounts managed on a discretionary or non-discretionary basis. The firm emphasizes personalized investment strategies based on individual client needs, risk tolerance, and objectives. Medallion Wealth Advisors charges fees based on a percentage of assets under management, with rates varying depending on the program selected. The firm may also receive compensation for recommending third-party investment managers. Clients have the right to vote proxies for their securities, and the firm does not vote proxies unless requested. Medallion Wealth Advisors does not have custody of client assets but recommends Charles Schwab & Co., Inc., or Pershing Advisor Solutions as qualified custodians. The firm has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy. The firm does not require advance payment of fees exceeding six months.