Brian Wang

Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs.

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.

Part of Envestnet, Inc., Prima Capital Holding, Inc. provides research and advisory services. The company is based in Denver, CO. The company was founded by James Gibson Watson. James Gibson Watson has been the CEO since incorporation.

Part of SS & C Technologies Holdings, Inc., Techfi Corp is a company that develops portfolio management and accounting software for investment advisors. The company is based in Denver, CO. Techfi was acquired by Advent Software, Inc., part of SS&C Technologies Holdings, Inc. from July 09, 2015 on July 24, 2002 for $23 million.