Carl Givens Gercke

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

First Advisors, Inc. provides investment, real estate, and consulting services. The firm engages in developing new and redeveloping existing commercial and residential properties. It provides business consulting services in areas such as marketing, sales, strategic planning, and technology. The company was founded by Gary J. Davis September in 1996 and is headquartered in Austin, TX.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY.

Conning & Co. engages in the provision of investment management services. It offers investment expertise, software and services, and insurance research services. The company was founded in 1912 and is headquartered in Hartford, CT.

Mitchell Institute is a non-profit organization. It focuses on giving Maine youths an annual four year scholarship award to graduating senior from each of Maine’s public high schools. The company was founded by George T. Mitchell in 1999 and is headquartered in Portland, ME.

Boys & Girls Clubs of Portland engages in providing youth development programs for young people. It offers different programs such as education & career, health & life skill, performing & visual arts, sports, fitness and recreation. The company was founded in 1946 and is headquartered in Portland, OR.

Nippon Wealth Life Insurance Co., Ltd. engages in life insurance business that provides long-term care insurance, annuities, retirement plans, savings products and mutual funds to individual and institutional customers. It operates through a network of independent brokers and franchised agents. The company was founded in 1907 and is headquartered in Tokyo, Japan.