Capital Performance Competitors

J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients' interests first. J.P. Morgan is part of JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Social Media Terms and Conditions: https://www.chase.com/digital/resources/social-media-terms © 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

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