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Company 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 Eric J. Brisebois, Financial Advisor Vision Wealth Strategies One Technology Drive Suite 100 Westborough, MA 01581 Phone: 508-616-4940 Fax: 508-519-0303 E-Mail: eric@visionwealthstrategies.com Web: http://www.visionwealthstrategies.com John Brisebois, COO Vision Wealth Strategies One Technology Drive Suite 100 Westborough, MA 01581 Phone: 508-616-4940 Fax: 508-519-0303 E-Mail: john@visionwealthstrategies.com Web: http://www.visionwealthstrategies.com Wealth Advisory Services, LLC Worcester County Fiduciary Advisors, Inc. Worcester Polytechnic Institute

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