Core-Equity Partners 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.

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure

BlackRock is a global asset manager and technology provider dedicated to helping more and more people experience financial well-being. We help millions of people invest to build savings that serve them throughout their lives. We always start with our clients’ needs and look to offer them more quality choices for how and where to invest their money. Our global investments platform offers our clients access to the world’s markets while making investing easier and more affordable. And with offices in more than 40 countries, our global expertise helps them navigate changing markets to stay ahead of the curve. Follow us for global insights shaping the economy, conversations about financial well-being and more information on culture and careers at BlackRock. https://bit.ly/3n6Fxdy