Ariel Schutte

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors.

Destination Wealth Management, Inc. (DWM) is an independent, SEC-registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Michael Yoshikami in 1986. DWM provides discretionary investment advisory and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.