CAPTRUST Financial Advisors

Wealth Enhancement Group

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Wealth Enhancement is an independent wealth management firm dedicated to helping our clients achieve their financial goals by crafting custom plans that address their unique needs. Wealth Enhancement offers comprehensive and tailored financial planning and investment management services to clients across the country. Founded in 1997, we now have over 110 offices nationwide and are rapidly expanding through organic growth and acquisition. Our mission is to work together to improve our clients’ lives by providing them with the team-based knowledge and resources they need to achieve their unique goals. We share perspectives. We explore every point of view. We believe the best ideas are born from collaboration. And we’re looking for like-minded individuals to join our team. --- In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.

OneDigital

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About OneDigital People First. Fresh Thinking. All-In. Our culture is built on three core values: being People First, embracing Fresh Thinking, and always going All-In. That means we lead with empathy and loyalty, embrace bold curiosity and innovation, and invest relentlessly in excellence. We’re fierce advocates for health, success, and financial security, for both our clients and our team members. If you’re passionate about shaping a better future and making an impact, you’ll thrive here. Do Your Best Work, Live Your Best Life. Helping people isn’t just what we do—it’s who we are. Our award-winning culture puts people first, champions inclusion, and empowers everyone to do their best work. Explore opportunities to make a difference in millions of lives every day. Visit www.onedigital.com/careers or follow us on LinkedIn https://www.linkedin.com/company/weareonedigital/

Hightower Advisors

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Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). Our commitment to our culture is demonstrated every day through the Hightower Way. By joining Hightower, you will build a community of inclusive relationships, take proactive ownership, embrace others’ perspectives, and have an uncompromising dedication to excellence.

Edelman Financial Engines

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For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 31, 2023). Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement. In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.