Charles Schwab

Wealth.com is a digital platform empowering individuals to create, manage, and visualize their estate plans securely. It aggregates assets, offers guidance for updates, and provides emergency access to beneficiaries. The platform also serves as an employee benefit for companies aiming to enhance financial wellness.

Founded in 2010, Dynasty Financial Partners provides an integrated wealthtech platform and comprehensive business services for independent financial advisors. Their offerings include technology, finance, marketing, compliance, practice management, investment solutions, mergers & acquisitions, capital strategies, and community support.

Founded in 2010, Dynasty Financial Partners provides an integrated wealthtech platform and comprehensive business services for independent financial advisors. Their offerings include technology, finance, marketing, compliance, practice management, investment solutions, mergers & acquisitions, capital strategies, and community support.

TD Ameritrade Holding Corporation offers a range of securities brokerage services and technology-driven financial solutions in the United States. The company caters to individual investors by providing access to various investment products, including common and preferred stocks, exchange-traded funds, options, mutual funds, and fixed income securities. Additionally, TD Ameritrade offers margin lending and cash management services. Through its online trading platform, the firm equips self-directed investors and traders with tools for stock trading, long-term investing, and retirement planning, enabling them to pursue their financial objectives effectively.

ThomasPartners is an investment advisory firm based in Boston, Massachusetts, founded in 2001 to address the need for investment solutions that generate reliable income while keeping pace with inflation. The firm focuses on income-oriented strategies aimed at helping clients achieve and maintain their desired retirement. In addition to individual retirement planning, ThomasPartners manages accounts for high-net-worth individuals, banking institutions, and charitable organizations. As a division of Charles Schwab Investment Advisory, Inc., it leverages the expertise and resources of its parent company to provide tailored investment management services.

The Hampton Co., a defined benefit and defined contribution plan consultant.