Purpose First Advisors Competitors

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.© 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

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://bit.ly/JPMCSocialTerms © 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.