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Company Strategic Financial Partners James J. Hoogasian, Financial Advisor Strategic Financial Partners 446 Main Street Worcester, MA 01608 Phone: 508-890-0922 Fax: 508-890-0927 E-Mail: jhoogasian@sfpworcester.com Web: http://www.sfpworcester.com Eric Spindt, Managing Associate Strategic Financial Partners 446 Main Street Worcester, MA 01608 Phone: 508-890-0922 Fax: 508-890-0927 E-Mail: espindt@sfp-ma.com Web: http://www.sfp-ma.com. Successful Financial Strategies Sullivan Insurance Group, Inc. TD Bank, N.A. TD Wealth Management Group The BHR Life Insurance Companies The Protector Group Travers Estate Planning UBS Financial Services US Trust, Bank of America Vision Wealth Strategies Wealth Advisory Services, LLC Worcester County Fiduciary Advisors, Inc. Worcester Polytechnic Institute

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