UBS

UMB Financial Corporation

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UMB Financial Corporation is a leading provider of financial services for individuals and institutions. Bank deposit products provided by UMB Bank n.a., Member FDIC. Equal Housing Lender. For additional disclosures and information, view our Privacy Statement and Legal Terms and Conditions found on www.umb.com.

Edelman Financial Engines

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For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 31, 2023). Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement. In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.

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.

Mariner Finance

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About Mariner Finance Welcome to Mariner Finance, where we offer personal loans, while maintaining a deep commitment to the communities we serve. The Mariner Finance family of companies has been serving communities since 1927 throughout the country, and we've grown to over 500 branches across 27 states. At Mariner Finance, we pride ourselves on offering individually tailored and convenient lending options to our customers with the goal of pairing them with a personal loan that meets their immediate needs. Our Values 1. Customer-Centric Approach: We place our customers at the heart of everything we do. Our team is dedicated to understanding each individual’s unique situation and providing personalized solutions to fit their needs. 2. Integrity: We believe in doing what’s right, even when it's not the easiest path. Our commitment to ethical practices and transparency ensures that our customers can trust us to deliver on our promises. 3. Excellence: We strive for excellence in all aspects of our business. This means providing high-quality products, maintaining rigorous standards of service, and continuously improving our processes to better serve our customers. 4. Respect and Inclusivity: We value the diverse backgrounds and perspectives of our customers and employees. Our inclusive culture promotes respect, understanding, and collaboration in all interactions. 5. Community Engagement: We are proud to be active participants in the communities we serve. Through various outreach programs and charitable activities, we aim to make a positive impact and contribute to the well-being of those around us. Why Join Us At Mariner Finance, we believe that our people are our greatest asset. We are committed to fostering a dynamic, supportive, and rewarding work environment where every team member can thrive. When you join our team, you become part of a family-oriented culture that values professional growth, collaboration, and innovation. We recognize the value of a healthy work-life balance. Our flexible work arrangements and comprehensive benefits are crafted to support the well-being of both our employees and their families. If you are passionate about making a difference in people’s lives and are looking for a place where you can grow professionally while contributing to a meaningful mission, Mariner Finance is the place for you. Explore our career opportunities and become part of a team that is dedicated to creating positive financial outcomes for our customers and communities. Contact Us For more information about Mariner Finance, our services, or career opportunities, please visit our website at www.marinerfinance.com/careers/ or connect with us on Glassdoor, LinkedIn, Indeed and Facebook. Mariner Finance, LLC, NMLS ID #166564 (www.nmlsconsumeraccess.org).

BlackRock

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BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for life's most important goals.