Ben Michaud

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services.

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.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Nationwide Fund Advisors (NFA) is a SEC-registered investment advisor and fund-of-funds manager headquartered in Columbus, Ohio. The firm was founded in 1999 and is a wholly-owned subsidiary of Nationwide Financial Services, Inc., ultimately owned by Nationwide Mutual Insurance Co. NFA serves as an investment adviser to mutual funds and to insurance company separate accounts and collective investment trusts.

First National Bank (Maine) engages in the provision of commercial banking services. It offers personal and business accounts, wealth management, and investment products. The company was founded in 1852 and is headquartered in Damariscotta, ME.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

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.

Tower Bridge Advisors, Inc. (TBA) is an independent, SEC-registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Maris Ogg and James Meyer in 2001. TBA provides exceptional wealth and asset management services to individuals, families and select institutions.

Brook Furniture Rental, Inc. provides furniture rental services. It offers a line of residential and office furnishings for temporary use of individuals and corporations. The company was founded by Robert W. Crawford Jr., in 1979 and is headquartered in Chicago, IL.

Fox BSB Holdco, Inc. operates a professional baseball franchise. The firm is a member of the National League West Division of the Major League Baseball (MLB). It also markets sports merchandise, tickets, and collectable baseball game items. The company was founded in 1957and is headquartered in Los Angeles, CA.

Part of Constellation Energy Corp., Northeast Energy Management, Inc. is a company that provides energy and demand management services. The company is based in Brunswick, ME. The company was founded by Angus S. King. Northeast Energy Management was acquired by EUA Cogenex Corp. on February 28, 1994.

Fitzpatrick, Cella, Harper & Scinto LLP engages in the provision of legal services. Its practice areas include litigation, e-discovery, patent prosecutions, patent and trademark office contested proceedings, trademarks, copyrights, licensing and transactions, and due diligence. The firm serves the aerospace, automotive, marine, biotechnology, chemical, consumer goods, electronics, computer, software, energy, financial services, industrial equipment and manufacturing, medical, nanotechnology, pharmaceutical, semiconductor, telecommunications, and network industries. The company was founded in 1971 and is headquartered in New York, NY.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

The Cumberland Club operates as federal-style clubhouse. The firm offers breakfast, lunch and dinner. The company was founded in 1877 and is headquartered in Portland, ME.

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.

Pine Tree Society for Handicapped Children & Adults, Inc. provides opportunities for growth and development for people with differing abilities based on respect, creativity and responsiveness. Its services include: audiology, case management, early learning center, parent education and support, sign language interpreting and speech & language and assistive technology services. The company was founded in 1936 and is headquartered in Bath, ME.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Velorum Capital LLC (Velorum Capital) is a venture capital firm founded in 2013 by Simone Syed and Scott Norman. The firm is headquartered in San Francisco, California.

Agman Capital LLC (Agman Partners) is a venture capital firm founded in 2005 by H. Scott Silverman and Jeff Silverman. The firm is headquartered in Chicago, Illinois.

Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities.

TD Bank NA provides investing and banking services. Its offerings include personal, small banking, and commercial services through online banking, bills payments, mobile banking, savings & deposit, digital payments, loans and lines of credit, treasury and management services, checking accounts, government banking, and leasing and equipment finance. The company was founded in 1852 and is headquartered in Cherry Hill, NJ.

Camden National Bank provides banking services. It offers personal and business banking and investment management. The company is headquartered in Camden, ME.