Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions and intelligence. By establishing the connections between people’s daily financial decisions and long-term financial goals, Envestnet empowers them to make better sense of their finances and live an Intelligent Financial Life™. With $5T in platform assets – approximately 106,000 advisors, 16 of the 20 largest U.S. banks, 47 of the 50 largest wealth management and brokerage firms, more than 500 of the largest RIAs, and thousands of companies, depend on Envestnet technology and services to help drive better outcomes for their businesses and for their clients. Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). For more information, please visit www.envestnet.com, and follow us on LinkedIn and Twitter (@ENVintel). Social Media Disclosure: www.envestnet.com/social-media-disclosure Privacy Policy: https://www.envestnet.com/privacy

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MIDCAP FINANCIAL SERVICES, LLC

Bethesda, Maryland

201-500 employees

MidCap Financial is a middle-market focused, specialty finance firm that provides senior debt solutions to companies across all industries. As of December 31, 2024, MidCap Financial provides administrative or other services for approximately $53 billion of commitments*. MidCap Financial is managed by Apollo Capital Management, L.P., a subsidiary of Apollo Global Management, Inc, pursuant to an investment management agreement. Apollo had assets under management of approximately $751 billion as of December 31, 2024, in credit, private equity and real assets funds. For more information about MidCap Financial, please visit http://www.midcapfinancial.com. For more information about Apollo, please visit http://www.apollo.com. *Including commitments managed by MidCap Financial Services Capital Management LLC, a registered investment adviser, as reported under Item 5.F on Part 1 of its Form ADV MidCap Financial refers to MidCap FinCo LLC, a Delaware limited liability company, and its applicable subsidiaries. MidCap Financial is managed by Apollo Capital Management, L.P., a subsidiary of Apollo Global Management, Inc. MidCap Financial Services, LLC provides sourcing, due diligence and portfolio management services to MidCap Financial. Loans made or arranged by MidCap Financial Trust pursuant to a California Finance Lenders Law license.

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OXFORD FINANCIAL GROUP, LTD.

Carmel, Indiana

51-200 employees

Oxford Financial Group, Ltd.™ is one of the largest independent RIA firms in the country with oversight of approximately $31.53 billion in assets under advisement (which includes assets under management)*, Oxford has 18 Managing Directors who serve over 700 significant families and prodigious institutional clients in 35 states.** Oxford is an independent, fee-only firm that is privately held by its partners, with special expertise in Bespoke Generational Solutions, Aspirational Solutions and Diversifier Strategies. Oxford has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 42 years. *As of 12.31.2021 **As of 8.1.2022 View the disclaimers at www.ofgltd.com/disclaimer

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Great Benefits

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CITIGROUP INC.

Stamford, Connecticut

500+ employees

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities. For information on Citi’s commitment to privacy, visit on.citi/privacy.

Retirement Benefits Rank

Market Leading

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MORGAN STANLEY DOMESTIC HOLDINGS, LLC

New York, New York

500+ employees

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals. We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.

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Market Competitive

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THE GOLDMAN SACHS GROUP, INC.

New York, New York

500+ employees

At Goldman Sachs, we believe progress is everyone’s business. That’s why we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, Goldman Sachs is a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices in all major financial centers around the world. More about our company can be found at www.goldmansachs.com For insights on developments currently shaping markets, industries and the global economy, subscribe to BRIEFINGS, a weekly email from Goldman Sachs. Copy and paste this link into your browser to sign up: http://link.gs.com/Qxf3 gs.com/social-media-disclosures

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Market Competitive

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EDWARD D. JONES & CO., L.P.

St. Louis, Missouri

500+ employees

Edward Jones, a Fortune 500 firm, provides financial services in the U.S. and through its affiliate in Canada. The firm’s nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm’s 50,000 associates and our branch presence in 68 percent of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them.

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Top Benefits

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UBS AG

Weehawken, New Jersey

500+ employees

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company. With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.* * Our awards https://www.ubs.com/awards Social Media Legal Terms: http://www.ubs.com/social-legal

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Market Competitive

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THE BANK OF NEW YORK MELLON CORPORATION

Pittsburgh, Pennsylvania

500+ employees

We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.

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THE CHARLES SCHWAB CORPORATION

Westlake, Texas

500+ employees

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)

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Market Competitive

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THE CHARLES SCHWAB CORPORATION

Westlake, Texas

500+ employees

Retirement Benefits Rank

Market Competitive

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THE BANK OF NEW YORK MELLON

Pittsburgh, Pennsylvania

500+ employees

Retirement Benefits Rank

Market Leading

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T ROWE PRICE GROUP, INC

Baltimore, Maryland

500+ employees

T. Rowe Price is a premiere global asset management organization, actively investing in opportunities to help people thrive in an evolving world. Headquartered in Baltimore, Maryland, we provide a broad range of investment solutions across equity, fixed income, and multi-asset capabilities for clients around the world—from individuals to advisors to institutions to retirement plan sponsors. Our active, independent investing approach has guided how we do business for more than 85 years. Our professionals have diverse perspectives, but are united behind a commitment to rigorous research. They collaborate to identify market risks and opportunities that can give clients sharper insights and an investment edge. We maintain a long-term view, aiming to deliver consistently strong performance in up and down markets. Our clients—and their success—are our singular focus. That’s why we build deep, meaningful partnerships, matching client goals with our expertise. By understanding clients’ needs and delivering timely, actionable insights and solutions, we can help them navigate change and achieve better outcomes. Guidelines: www.troweprice.com/social T. Rowe Price and our associates do not recommend or offer investment opportunities in any financial instrument (e.g., stocks, funds, cryptocurrency, etc.) via social media or messaging platforms. Intended for US audiences only. Download a prospectus for any T. Rowe Price mutual fund or ETF, which includes investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing: https://trowe.com/3sqwKtL Please remember that investing involves risk, including possible loss of principal and past performance cannot guarantee future results. T. Rowe Price Investment Services, Inc., registered broker-dealer and distributor, T. Rowe Price Mutual Funds and ETFs. 3212929

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