Dean E. Walker

H.M. Payson & Co. (HM Payson) is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded in 1854 by Henry Martyn Payson. They originally specialize in financing public water companies and became nationally known as an underwriter of America’s growing infrastructure. Today, investment advisory and trust services are their exclusive focus. HM Payson provides investment advisory, trust and wealth management services to a wide variety of individuals, trusts, endowments, foundations and retirement plans.

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

Spinnaker Trust is a trust management firm headquartered in Portland, Maine. The firm was founded in 1970 and formerly known as Ram Trust Services, Inc. Spinnaker Trust offers multiple strategies ranging from broadly based, diversified portfolios built with low-cost Exchange Traded Funds (ETFs) to single stock and bond portfolios, to alternative assets managed both by Spinnaker Trust and third party managers selected and monitored by them.

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.

Maine Medical Center provides health care services. It provides cancer care, geriatrics, emergency medicine, rehabilitation, and radiology services. The firm also provides active programs in undergraduate, graduate, post-graduate medical education, nursing education and allied health professional programs. The company was founded in 1874 and is headquartered in Portland, ME.

Home for the Aged (Maine) provides independent and assisted living for the elderly of Greater Portland. It offers meals, social activities, transportation, an on-site commissary and assisted living services. The company was founded in 1881 and is headquartered in Portland, ME.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers.

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.

NLG Capital, Inc. is a registered investment advisor headquartered in Birmingham, Alabama. It was founded in 1968 and formerly known as Sentinel Asset Management, Inc. They became NLG Capital, Inc. in 2022. The firm is wholly-owned by NLV Financial Corp., which is a wholly-owned subsidiary of National Life Holding Co. NLG Capital offers discretionary investment advisory services to various types of institutional clients, focusing on fixed income investments.

MaineHealth provides general medical, surgical and other healthcare services. Its health system includes Main Medical Center, St. Andrews Hospital & Healthcare Center, Miles Memorial Hospital and Stephens Memorial Hospital. The company operates long-term care facilities, a home health care service, physician practices and other health care service units. The company is headquartered in Portland, ME.

David Wendell Associates, Inc. (DWA) is an independent, SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. The firm was founded by David T. Wendell in 1979. DWA fee-only services to individuals and families, trusts, retirement accounts, charitable organizations, businesses and banks. It also provides investment advisory consulting services to a bank trust department, a private trustee firm, two law firms and an investment advisory firm.

HeadInvest LLC is a registered investment advisor headquartered in Portland, Maine. The firm was founded by Donald L. Head in 1989 as Head & Associates LLC. They manage securities portfolios for individuals, trusts, endowments, foundations, corporations, and retirement plans.

The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ.

United Way of Metro Chicago, Inc. operates as non-profit organization, which allocate funds for health, education, financial stability and safety. The firm provides health, education and financial services. It offers 211 hotline support, center for human trafficking and slavery, born learning, and sports activities. The company was founded by Frances Wisebart Jacobs, Myron W. Reed, William J.O’Ryan, Dean H. Martyn Hart and Rabbi William S. Friedman in 1887 and is headquartered in Chicago, IL.

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

Camden National Bank (Investment Management) (dba Camden National Wealth Management) is the investment management division of Camden National Bank, a bank headquartered in Camden, Maine. The firm was founded in 2016 and is owned by Camden National Corp. (NASDAQ: CAC). Camden National Wealth Management builds and manages customized investment management portfolios for individual and institutional clients and provides comprehensive wealth management and trust services to individuals and families.

The Support Center, Inc. provides adult medical day treatment services. Its services include therapeutic recreational, medical and health services, nutrition plans, social work and case management services, physical therapy and podiatry, transportation services to and from the center. The company is headquartered in Silver Spring, MD.

Sweetser provides behavioral healthcare services for children, adults and families. It offers services that address emotional disturbances, mental illnesses, behavioral disorders and learning disabilities through a network of educational programs, preventive services, community-support services, residential homes and outpatient services. The company was founded in 1828 and is headquartered in Saco, ME.