William J. Atherton

Essex Securities LLC operates as brokerage firm. The firm provides assistance in bonds, variable annuities, government securities, long term care, life insurance, estate plans, profit sharing plans, check writing, brokerage accounts and variable life insurance. The company was founded by Theodore Everett Charles in 1994 and is headquartered in Topsfield, MA.

Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Shatswell MacLeod & Co. PC provides accounting services. The private company is based in West Peabody, MA.

Part of Bank Securities Association, Financial Institutions Insurance Association operates a business association providing for the marketing of insurance and annuities. The company is based in Valley Center, CA. Financial Institutions Insurance Association was acquired by Bank Securities Association on September 17, 2002.

McLean Hospital, Inc. provides healthcare services. It offers specialized programs for the research and treatment of psychiatric and neurological illnesses, including: depression, bipolar and psychotic disorders, mood and anxiety disorders, substance abuse, geriatric mental illnesses and child adolescent psychiatric disorders. The company was founded in February, 1811 and is headquartered in Belmont, MA.

Winter Haven Hospital, Inc. provides healthcare and other medical services like general medical, surgical, and emergency care services. It provides services through spinal cord injury, an eye surgery, an ambulatory surgery, and diagnostic center services. The company was founded in 1926 and is headquartered in Winter Haven, FL.

Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives.

University of Nebraska Foundation is a private, nonprofit corporation which secures financial support for the university. The company was founded in 1936 and is headquartered in Lincoln, NE.

UHY LLP provides accounting services. Its services include tax, audit and assurance, consulting, and advisory. The company is headquartered in New York, NY.

The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.

Boston Options Exchange Group LLC provides security services transaction. The company is headquartered in Boston, MA.

Mercury Brewing & Distribution Co., Inc. manufactures and sells the malt beverages. The company is headquartered in Ipswich, MA.

USG Annuity & Life Co. provides life insurance. The private company is based in Des Moines, IA.

National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means.

Institution for Savings in Newburyport & Its Vicinity provides banking services. It offers personal, business and commercial banking services. The company was founded in 1820 and is headquartered in Newburyport, MA.

Baybank Corp. operates as a bank holding company. It offers business loans, health savings account, ACH origination, auto and consumer loans, instant debit cards, commercial banking, and savings account. The company was founded in 1912 and is headquartered in Gladstone, MI.

The American Council of Life Insurers (ACLI) is a non-profit organization that has been delivering financial security to families for over 175 years. ACLI is based in Washington, and Susan K. Neely has been the CEO of the private company since 2018. With over 90 million families relying on their life insurance and financial protection products, ACLI's fundamental mission is to safeguard people and the things that matter most to them. The organization advocates for public policies that protect consumers while ensuring families have access to information about different choices for retirement security.

Part of Ingram Financial Group LLC, Ingram Advisory Services LLC provides investment advice. The company is based in Winter Haven, FL.

Professional Solutions Insurance Co. provides health insurance services. It specializes in physician, dentist and attorney services. The company is headquartered in Clive, IA.

Ingram Financial Group LLC provides wealth management services. The private company is based in Winter Garden, FL and has subsidiaries in the United States. The company was founded by Don E. Ingram.

NCMIC Insurance Co. (Investment Portfolio) (NCMIC-IP) is the investment portfolio division of NCMIC Insurance Co., an insurance provider headquartered in Clive, Iowa. The firm was founded in 1946 and is owned by National Chiropractic Mutual Holding Co. It offers a comprehensive portfolio of financial and insurance products and services. NCMIC-IP manages the insurance investment portfolio.