Joel Traver Underwood

Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients.

Bar Harbor Wealth Management (Bar Harbor) is an investment management firm headquartered in Concord, New Hampshire. The firm was founded in 1984 as Charter Trust Co. and changed their name to Bar Harbor Wealth Management in 2022. They are a subsidiary of Bar Harbor Bank & Trust, which is owned by Bar Harbor Bankshares (NYSEAMERICAN: BHB). Bar Harbor provides trust services, investment management, estate planning, and financial advisory services for individuals, businesses, nonprofit organizations, and municipal clients throughout Northern New England.

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.

The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses.

ICBA Securities Corp. provides investment banking services. The private company is based in Memphis, TN. The CEO of the company is Jim Reber.

Broadcast Pix, Inc. provides live television production products and solutions. Its products include production switchers, graphics, slow motion sports replay and visual radio. The company was founded by Jack Swanton, Ken Swanton and Russell Whittaker in 2002 and is headquartered in Chelmsford, MA.

New Hampshire Retirement System is a pension fund that has been administered in Concord, New Hampshire since 1967.

North Atlantic Capital Corp. (North Atlantic Capital) is a private equity/venture capital firm founded by David Coit in 1986. The firm is headquartered in Portland, Maine.

Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME.

KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH.

New Hampshire Business Committee for the Arts engages in educate, motivate, and recognize business support of and participation in the arts, advocates for the value of the arts in economic, social and community development, and facilitates people and projects that enhance engagement in the arts. The company was founded in 1985 and is headquartered in Concord, NH.

The Independent Community Bankers of America provides community banking services. The private company is based in Washington and has subsidiaries in the United States. Rebeca Romero-Rainey has been the CEO of the American company since 2011.

ICBA Bancard operates as a bankers association. The company was founded in 1985 and is headquartered in Washington,DC.

North Country Angels Inc. (North Country Angels) is a venture capital firm founded in 1998 by Kireker Charles F. The firm Headquartered in Montpelier, Vermont.

Heritage Bank & Trust operates as a state chartered commercial bank. The firm offers personal banking, business banking, mortgage loans, rates and fees, online banking, online bill payment, applications and direct deposit forms. The company was founded on March 6, 2006 and is headquartered in Columbia, TN.

Part of Northern Trust Corp., the company is a nationally chartered commercial bank based in San Francisco, CA.

Mascoma Wealth Management LLC (MWM) is a registered investment advisory firm headquartered in Hanover, New Hampshire. The firm was founded in 2013 and is wholly owned by Mascoma Bank. MWM primarily provides customized discretionary portfolio management services to individuals, families and non-profit institutions.

Whitegate Investment Counselors, Inc. (WICI) is an independent, SEC-registered asset management firm headquartered in Concord, New Hampshire. The firm was founded in 1992 under the name of Whitegate Investment Counselors, Inc. On December 2015, Taylor, Cottrill LLC merged with Whitegate Investment Counselors, Inc. and became Taylor, Cottrill, Erickson & Associates, Inc. In 2021, they changed their name back to Whitegate Investment Counselors, Inc. WICI provides advisory services to individuals and high-net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

Part of Ledyard Financial Group, Inc., Ledyard National Bank is a banking institution that offers personal and business banking services, including checking and savings accounts, credit cards, mortgages, and loans. The company is based in Hanover, NH. In addition to banking services, Ledyard National Bank also offers wealth management services, including investment management and brokerage services. The company provides convenient banking tools such as online and mobile banking, cardvalet, and uchoose debit card rewards. Ledyard National Bank is committed to providing excellent customer service and educating its clients through its education and information center. The company was founded by Dick Couch, and Josephine Moran has been the CEO of the company since 2023.

The New Hampshire Bankers Association is an organization that supports its members by fostering a banking environment that strengthens communities. The organization is based in Concord, NH, and provides support to banks, trust companies, and associate members throughout the state. The association offers various services and resources to its members, including professional development opportunities, endorsed partners, and advocacy efforts.

TCM Bank, N.A. operates as a nationally chartered commercial bank. It provides total card management agent credit card solutions. The company was founded in 1998 and is headquartered in Tampa, FL.