Dee W. Morgan

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

BBVA USA engages in the provision of banking products and services to individuals and businesses. It offers checking , savings, credit cards, lending, mortgages, investment, specialty programs, and digital servies. The firm also delivers commercial banking services, such as financing and raising capital, treasury management, investments and risk management, international, insurance and retirement products and services. The company was founded on March 2, 1964 and is headquartered in Birmingham, AL.

Ironwood Wealth Management, Inc. (Ironwood) is a SEC-registered investment advisor headquartered in Hurricane, West Virginia. The firm was founded by John Williams as Williams Financial Group, Inc. They are owned by W.H. Williams Family LP. Ironwoods offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors.