PROFESSIONAL RELATIONSHIPS

Dion Money Management relies upon the following for valued professional services.

FOR BROKERAGE & CUSTODIAL SERVICES
Fidelity Investments Institutional Brokerage Group
Provided by Fidelity Brokerage Services Inc. or National Financial Services Corporation
82 Devonshire Street
Boston, MA 02109
(617) 563-2340

Charles Schwab & Co., Inc.
New England Team #2
One Post Office Square 36th Floor
Boston, MA 02109
(617) 753-1804

FOR GENERAL COUNSEL
Donovan & O'Connor, LLP
J. Norman O'Connor, Jr.
1330 Mass MoCA Way
No. Adams, MA 01247
(413) 663-3200

FOR ACCOUNTING SERVICES
Kushi & Myers PC
Kenneth F. Myers
21 Henry Avenue
Pittsfield, MA 01201
(413) 443-4731

FOR COMPLIANCE SERVICES
ACA Compliance Group
Gary Watkins
2120 L Street, NW Suite 530
Washington, DC 20037
(202) 955-5800