Administration Carol A. Cusson Secretary of the Board and Controller CarolC@BFMinvest.com 617-275-0305 Full Bio Patty Johnson Accounting Manager PattyJ@BFMinvest.com 617-275-0306 Full Bio Elizabeth S. Pedersen Director of Communications ElizabethP@BFMinvest.com 617-275-0312 Full Bio Sarah D. Trahon Administrative Coordinator SarahT@BFMinvest.com 617-275-0350 Full Bio Legal Disclosure Social Media Disclosure Form ADV Form CRS Privacy Policy Website by Nisse Designs © 2021 Boston Financial Management, LLC. All rights reserved.

Investments & Research Brad M. Weafer, CFA Chief Investment Officer BradW@BFMinvest.com 617-275-0318 Full Bio Timothy J. Farina, CFA Research Analyst TimF@BFMinvest.com 617-275-0304 Full Bio Jay P. Nicholls, CFA Director of Trading JayN@BFMinvest.com 617-275-0324 Full Bio Kevin M. Perniciaro Associate Trader and Research Analyst KevinP@BFMinvest.com 617-275-0322 Full Bio Timothy M. Robinson, CFA Research Analyst TimR@BFMinvest.com 617-275-0382 Full Bio Legal Disclosure Social Media Disclosure Form ADV Form CRS Privacy Policy Website by Nisse Designs © 2021 Boston Financial Management, LLC. All rights reserved.

Wealth Managers Bradford A. Gardner Managing Director BradG@BFMinvest.com 617-956-9701 Full Bio Susan G. Zimmerman Board Member and Managing Director SusanZ@BFMinvest.com 617-275-0316 Full Bio Dana F. Clark Managing Director DanaC@BFMinvest.com 617-275-0380 Full Bio Clarence (K.C.) King, III, CFA, CIC Managing Director CKing@BFMinvest.com 617-956-9703 Full Bio Geoffry A. Juviler Managing Director GeoffJ@BFMinvest.com 617-275-0308 Full Bio Stacy Austin Reinhart Board Member and Managing Director StacyR@BFMinvest.com 617-956-9714 Full Bio Jonathan D. Lynch, CFA Managing Director JonathanL@BFMinvest.com 617-275-0374 Full Bio Abigail M. Psyhogeos Managing Director AbbyP@BFMinvest.com 207-517-7530 Full Bio Brian J. Walsh, CFP® Managing Director BrianW@BFMinvest.com 617-275-0385 Full Bio Edward F. Glesmann, Jr., CFA Managing Director TedG@BFMinvest.com 617-275-0381 Full Bio Laurie L. Novak, CFP® Managing Director LaurieN@BFMinvest.com 617-275-0352 Full Bio Katie E. Exchange, CFP® Associate Wealth Manager KatieE@BFMinvest.com 207-517-7510 Full Bio Timothy J. Gray Associate Wealth Manager TimG@BFMinvest.com 617-275-0315 Full Bio Legal Disclosure Social Media Disclosure Form ADV Form CRS Privacy Policy Website by Nisse Designs © 2021 Boston Financial Management, LLC. All rights reserved.