Goldman Sachs

Cetera Financial Group

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At Cetera, we empower ambitious financial professionals and institutions with the premier growth platform – where independence is supported by the structure needed to scale without compromise. We’ve built a strong foundation for long-term success, with the flexibility, tools, and teamwork to support it. Our momentum is intentional and built to last, driven by advisors who choose to partner with us and put our commitment behind their success. ___________________________ “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA/SIPC. Cetera Financial Group is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101

Addepar

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Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. 

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.

SoFi

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SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions. Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise, united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete, but can come together to create something truly unconventional in the world. For the last eight years, we’ve been charting this new path forward. We call it The SoFi Way. At SoFi, we don’t just talk about culture: we live it. The SoFi Way is how we show up every day, how we make decisions, and how we build for our members, clients, and each other. For more information, visit sofi.com/careers.

Anheuser-Busch

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Anheuser-Busch always dreams big.​ It’s our culture and our heritage.​ But more than that, it’s our future. A future where we always serve up new ways to meet life’s moments and the times that matter. The moments where we celebrate, defy challenges, dream of the brighter future we are building today– and all the moments in between. We embody the time-honored traditions of brewing great beer while constantly innovating to drive the industry forward. We strive for excellence in everything we do. We are home to iconic, beloved brands. And we are leading the industry into the future by growing beyond beer to offer new beverages for every person, for every occasion. We invest time in making a meaningful impact. We are business partners, collaborators and community leaders working to make a difference around the globe to better our future. We create jobs. We show up to lift up our neighbors when natural disasters strike. We remain unwavering in our advocacy for responsible drinking. We put sustainable innovation at the center of our business by reducing our use of precious natural resources, and continuously striving to leave our world a cleaner place. And every time we brew, we use the highest-quality ingredients, grown in America by farmers who have been our partners for generations. We are building a business for the future. A future where we keep dreaming bigger.​ To provide opportunity for our 19,000 colleagues.​ To lift up our neighbors. To create a future that everyone can celebrate, and everyone can share in. A future with more cheers.

Amegy Bank

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From Humble Beginnings The year was 1990, and Walter Johnson was convinced that there was a better way to do banking in Texas. The 80’s had permanently altered the Texas banking landscape and the community needed a Texas bank to help it recover from a difficult period. Walter knew that Texans would want a bank large enough to offer the products and services of big banks, but with a local Texas feel and understanding. He also imagined a bank that was dedicated to the community. Walter convinced 135 Houstonians to make an investment to help establish a bank built by Texans, for Texans. In February of 1990, this new bank started with one branch, 20 bankers, $50 million in assets and plenty of optimism. What We've Become As part of Zions Bancorporation since 2005, Amegy Bank is strengthened by the stability and resources of one of the nation’s premier financial services companies, Zions Bancorporation. As Amegy has grown, our beginnings remind us that accessibility to your banker is important in times of both opportunity and challenge. We stay close to our clients and collaborate with them to help grow their business. We make a commitment not only to their banking needs, but also to helping guide them as they transition their business to the next generation. Through the “Community Bank Partnership,” Amegy bankers offer personalized solutions to clients by having a 360 degree view of their business and family financial needs. With banking centers across Texas — in Houston, Central Texas and Dallas-Fort Worth regions — we live and work here. We understand the spirit and personality of our communities, industries and local economies. What the Future Holds Recognizing that a bank is only as strong as the community it serves, we look forward to building on our history of community involvement, volunteerism and giving. Amegy is committed to supporting the growth, diversity and entrepreneurial spirit of our dynamic state and continuing to collaborate with the communities we serve. Through our financial strength, talented and committed bankers, and diverse products and services, Amegy is well-positioned to be the bank of choice for Texans. Amegy Bank is a division of Zions Bancorporation, N.A. (NASDAQ: ZION), one of the nation's premier financial services companies with more than $90 billion of total assets. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The bank is a consistent recipient of national and state-wide customer survey awards in small and middle-market banking, as well as a leader in public finance advisory services and SBA lending, ranking as the tenth largest provider in the U.S. of the SBA’s Paycheck Protection Program loans. In addition, Zions is included in the S&P 400 Mid-Cap and NASDAQ Financial 100 indices. Investor information and links to local banking brands can be accessed at zionsbancorporation.com.