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Heritage Financial Credit Union

Community. Its where we live and work and grow. Strong communities thrive when people support local jobs and businesses. Thats what Heritage Financial Credit Union is all about. We exist solely to empower and support the financial growth of our people and our communities. We offer all of the full service capabilities as a big bank - checking, savings, loans, online banking and so much more - but we dont pay shareholders. Earnings are put back in the form of lower rates, member dividends, jobs, community support, financial literacy and philanthropy. For over 80 years, weve been helping members achieve their financial goals. Since, 1940, Heritage Financial CU has been a not-for-profit cooperative association. Member accounts are fully insured up to $250,000 by the NCUA. Anyone who lives, works, worships, or goes to school in Orange, Ulster, Dutchess, Rockland, Sussex, or Pike counties can open an account with as little as $0.01. Delivering world-class service through personalized banking...every member, every time. Federally Insured by NCUA • Equal Housing Opportunity • Equal Opportunity Employer • Privacy Policy: https://heritagefcu.com/privacy-notice/

Capital Bank, N.A.

Capital Bank N.A., headquartered in Rockville, Maryland is a Maryland chartered commercial bank that offers commercial and consumer banking services to clients in the Washington D.C. metropolitan area, alongside two nation-wide lending brands; Capital Bank Home Loans, a mortgage division that lends in all 50 states, and OpenSky a credit card division that offers and services credit cards across all states. Capital Bank focuses on merging digitally based products with personalized services. This enables our commercial sales teams, mortgage loan officers and OpenSky customer care associates to deliver a meaningful customer experience customized by the nature of the relationship, whether it be a credit card, a home loan, or a commercial customer with complicated lending and treasury needs. Our expansion has been deliberate with a focus on trading brick and mortar expenses for investment in digital technologies to enable our customers to focus on their goals, or their personal vision. For more information, visit https://capitalbankmd.com Member FDIC. An Equal Housing Lender. NMLS# 401599. CAPITAL BANK, PARTNERS IN YOUR VISION

Taranis

Taranis is a leading precision agriculture intelligence platform that uses sophisticated computer vision, data science and deep learning algorithms to effectively monitor fields. Taranis offers a full-stack solution for high precision aerial surveillance imagery to prevent crop yield loss due to insects, crop Farmers lose 30-40% of their yield every season due to crop diseases, insects, and weeds. Our mission: Help growers maximize crop yield, improve productivity, and adopt sustainable practices in order to ensure prosperity, starting in our local communities and for the benefit of the world. Taranis crop intelligence solutions use deep agronomic expertise and the most advanced AI and submillimeter image technologies to do just that. We make an impact for over 100 agribusinesses, thousands of farmers, and in millions of acres around the world, and grow rapidly. Founded in 2015, Taranis raised over $100M from leading VC investors and is being led by a founding team with vast experience in both agriculture and technology.

Oakbridge Insurance

Oakbridge Insurance is a prominent independent insurance and risk management agency with over 100 years of experience. Founded with a mission to enhance the insurance industry through community-focused service, Oakbridge combines the flexibility of an independent agency with the resources of a larger brokerage. As of 2023, it operates under Audax Private Equity, providing a range of commercial and personal insurance solutions. The company specializes in commercial property and casualty insurance, employee benefits, surety bonds, personal property and casualty insurance, and risk management services. Oakbridge operates through a partnership model, having expanded from four founding agencies to 13 partner firms by 2022, employing 280 people. The agency fosters a collaborative culture, emphasizing trust and long-term relationships with clients. In 2022, Oakbridge was recognized as a Top 100 Property/Casualty Agency by *Insurance Journal*, highlighting its strong position in the industry.

Carolina Family Estate Planning

Carolina Family Estate Planning was built with the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency. You want to know youve made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your children would be taken care of in the best way possible and will be prepared to receive your wealth if anything happens to you. That is our focus as well. Please explore our website to discover how we are different – how we thoroughly protect your children with our Kids Protection Plan™ and guide you to pass on more than just your financial assets in the planning process! Turn to Carolina Family Estate Planning for: •Wills •Living Trusts •Naming Guardians for Children •Kids Protection Plan •Advanced Planning & Asset Protection •Special Needs Planning •Business Formation & Compliance •Business Succession Planning •Probate •Trust Administration •Priceless Conversations •And much more...