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Morningstar

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Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $265 billion in assets under advisement and management as of Dec. 31, 2021. The Company has operations in 29 countries. Chicago Photo Credit: Design Architect Perkins+Will Photography Steve Hall © Hedrich Blessing Photographers. London Photo Credit: Marek Sikora Photography

AssetMark

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AssetMark supports financial advisors in their life’s work by giving them the tools they need to be successful, freeing them to help their clients achieve their life goals. AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. This translates to more choices and potentially better financial outcomes for everyday people as advisors leverage AssetMark's resources to craft personalized investment plans and navigate the complexities of the market. Our company's mission is centered around helping financial advisors make a difference in the lives of their clients. This is fueled by our empathetic and passionate team, which is dedicated to complex problem-solving in support of our mission.

LPL Financial

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Fueling Your Potential Today, we’re a team of 9,000 people serving over 32,000 financial advisors who bring financial advice to 8 million families. From easing the workload for our advisors and financial institutions to elevating their experience as wealth managers, to inspiring our staff who give their all each day, we’ll never stop believing that anything’s possible. LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

Vestmark

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Headquartered outside of Boston, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1.5 trillion in assets and more than 5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms. Our team of over 400 employees is made up of highly skilled software engineers, implementation specialists, business strategists, and visionaries who maintain an eye toward the future of financial technology. Our thriving work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low. We offer a wide range of employee resources, social activities, and opportunities for employee development to help you build a fulfilling career.

eMoney Advisor

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eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6 million households throughout the U.S. For more information, please visit: www.emoneyadvisor.com