Liz Salvi

F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations.

RR Advisory Group LLC founded their firm in 2003 as a high touch, versatile, and client responsive advisory firm. Their mission was and still is to serve as a dedicated team of advisors who offer advice and direction wherever it is needed in a client's specific financial world. Their clients now span across the country as well as the world, throughout industries and across generations, from retirees to professional athletes, from hedge fund professionals to business owners. They consistently add seasoned professionals to their team to meet the varied and personalized needs of their clients and provide expert advice. They continue to grow by finding even better ways to serve their clients.

Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.