Matthew Burgess

Birchbrook is an independent registered investment advisor headquartered in Bangor, Maine. The firm was founded by Jean Deighan and Jenifer Butler in 1994 as Associates, Inc. and changed its name to Birchbrook in 2021. Birchbrook provides investment advisory and financial planning services to individuals, corporations, trusts, estates, charitable organizations, and self-directed retirement plans.

Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels.

Maine Venture Fund is a venture capital firm founded in 1995. The firm is headquartered in Newport, Maine.

Piscataqua Savings Bank (Investment Management) (Piscataqua Savings Bank-IM) is the investment management division of Piscataqua Savings Bank, a mutual savings bank headquartered in Portsmouth, New Hampshire. Founded in 1877, the firm creates customized investment solutions for various clients.

Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits.

O'Brien Wealth Partners LLC (O'Brien) is an independent investment advisory firm headquartered in Waltham, Massachusetts. The firm was founded by Arthur O'Brien in 1986 as O'Brien Management LLC. O'Brien offers advisory services to individuals, businesses and non-profits.

Collegiate Entrepreneurs, Inc. provides house painting and other maintenance services to homeowners. It offers powerwashing, scraping, and sanding services. The company was founded by Eric Crews in 1999 and is headquartered in Braintree, MA.

First National Corp. (Massachusetts) is an independent, SEC-registered investment advisor headquartered in Rockland, Massachusetts. The firm was founded in 1978 and provides personalized investment management, financial planning and consulting services to individuals, high net-worth individuals, trusts, estates pension and profit-sharing plans, charitable organizations, businesses and other investment advisors.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Investcorp International, Inc. specializes in the following business lines: corporate investment and technology investment in North America and Western Europe, real estate investment in the U.S., and global asset management. It offers investment products to institutional and individual clients, primarily in the Arabian Gulf. The company is headquartered in New York, NY.

Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

Tetrem Capital Management (US) Corp. provides investment advisory services. The private company is based in Boston, MA.

Otter Creek Advisors LLC (Otter Creek) is an independent, SEC-registered investment advisor headquartered in Palm Beach Gardens, Florida. The firm was founded in 2014 by Roger Keith Long, Tyler C. Walling and Gordon T. Williams. Otter Creek manages a single strategy through a liquid alternative fund – the Otter Creek Long/Short Opportunity Fund (OTTRX/OTCRX).

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals.

Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies.

Means Investment Co., Inc., dba Means Wealth Management (Means Wealth), is an independent, SEC-registered investment adviser and wealth management firm headquartered in Bangor, Maine. The firm was founded by David G. Means in 1935. Means Wealth provides investment advisory services primarily to individuals through individually managed accounts.