Betterment

Thrivent

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At Thrivent, we do work that matters—and we're transforming financial services in ways that help individuals and communities thrive. With the belief that finances are a force for good, we help over 2 million clients navigate their financial journey while making an impact on the people, causes and communities they love. As a Fortune 500 company, Thrivent serves clients with comprehensive financial services, including advice, investments, insurance, banking and generosity. Named one of Ethisphere’s World’s Most Ethical Companies1 for more than a decade straight, we continue a legacy of financial integrity and putting our people first for more than 120 years. Our nationwide network of financial advisors offers holistic financial solutions to support each client’s unique ambitions. With a member-owned business model, we reinvest profits back into the people and communities we serve, providing our clients with resources to make a difference where it matters most. See our social media privacy policy and page guidelines at thrivent.com/privacyandsocial. 1 “World's Most Ethical Companies” and “Ethisphere” names and marks are registered trademarks of Ethisphere LLC. For details, visit worldsmostethicalcompanies.com.

Osaic

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Osaic (formerly Advisor Group) is one of the largest networks of independent wealth management firms in the United States. We have an incredible diversity within our executive leadership team led by our President and Chief Executive Officer, Jamie Price. Our leaders are transparent, accessible and committed to growth and doing the right thing.