Amberjack Solutions Competitors

Goldman Sachs Ayco is an industry leader of company-sponsored financial planning benefits with corporate partnerships at ~500 companies, including over 50% of the Fortune 100. For executives, employees, retirees, individuals, and families we deliver fully integrated and in-depth planning across financial disciplines—with a focus on maximizing the value of benefits and compensation offerings, custom investment management, and access to the Goldman Sachs investment platform. We serve as an extension of our partners’ HR teams to foster a more productive, financially well, and engaged workforce. Our corporate-sponsored programs help executives and employees optimize their time, effectiveness, and the financial planning opportunities that come with their role. Our advisors are immersed in the complexities of compensation and benefits, and are supported by extensive in-house experience—including sophisticated tax planning, macroeconomic insights, and benefit specialists. ©2025 Goldman Sachs Wealth Services, L.P. All Rights Reserved. For more information on Goldman Sachs Wealth Services, L.P., visit www.gs.com/ayco. Goldman Sachs Ayco is a brand of Goldman Sachs Wealth Services, L.P. Brokerage services are offered through GS&Co. and Mercer Allied Company, L.P. (a limited purpose broker-dealer), both affiliates of Adviser and members FINRA/SIPC.

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

At Schwab Advisor Services™, we know that working with the right custodian has never been more important. You can count on us to deliver everything you need for custody and beyond, including: • Innovative technology and wealth management solutions to help you drive growth and strengthen client relationships • 3,000+ employees who wake up every day to help support our 15,000+ independent advisory firms • Business consulting and education programs to help you grow on your terms And the best part? We’re just getting started. Learn more at advisorservices.schwab.com. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. (“Schwab”), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. (“CSIM”). * (0425-8FUD)