F.L.Putnam Investment Management

AOG Wealth Management, established by Frederick Baerenz, specializes in financial planning and investment management for high net worth individuals and small businesses in the Northern Virginia and Washington D.C. metropolitan area. The firm offers personalized, institutional-quality investment strategies in a boutique setting, leveraging over 100 years of combined advisory experience to navigate clients through diverse market conditions. AOG's comprehensive services extend beyond traditional stock market investments, aiming to optimize clients' wealth through tax mitigation strategies, financial planning, and charitable giving.

Arbor Capital Management is a professional services firm specializing in investment management. It caters to over 250 high-net-worth individuals, family businesses, and institutions, offering pure asset management and wealth preservation strategies. Additionally, the company provides comprehensive financial advisory and retirement planning services.

Darwin Trust is a company which provides Estate & Financial Planning, Retirement Planning, True Fiduciary & Trust Custodial Services.

Aurora Financial Group, LLC, established in Portland, Maine, is an independent registered investment advisor. The company offers a comprehensive range of financial services, including cash flow analysis, portfolio management, tax strategies, insurance and risk protection, estate planning, education funding, and healthcare planning.

Salem Capital Management, Inc. is an employee-owned investment management firm based in Woburn, Massachusetts, established in 1989. The firm specializes in providing investment counseling services to high net worth individuals, families, corporations, non-profit organizations, and government entities. Salem Capital Management manages tailored portfolios that include equity, fixed income, and balanced strategies, primarily targeting the public equity and fixed income markets in the United States. The firm employs a combination of fundamental and technical analysis for stock selection, focusing on large-cap companies, while its fixed income investments are primarily in investment grade bonds. To enhance its investment strategies, Salem Capital Management utilizes both in-house and external research.

Atrato Advisors, founded in 2008 and based in New York City, specializes in providing research and portfolio advisory solutions focused on alternative investments for high-net-worth and institutional clients. The firm offers a range of services, including investment sourcing, portfolio construction, institutional research, and risk management, aimed at helping clients navigate the complexities of alternative investment strategies. With a commitment to delivering eclectic insights and tailored advice, Atrato Advisors supports clients in optimizing their investment portfolios.