Charles Schwab & Co. (“Schwab”) provides comprehensive custodial and trading services to our clients. As a leading financial services provider, Schwab is the leading custodian by market share and is entrusted with $3.2 trillion in total client assets. Schwab supports over 8,000 independent Registered Investment Advisors who advise with more than $1.69 trillion in client assets. With 1,800 back office professionals dedicated to custody, trading, and operations support, our clients can leverage the size and scale of Charles Schwab to help achieve better financial outcomes.
	Orion Advisor Services ("Orion") is a technology and data leader dedicated to serving investment advisors and their clients. Since 1999, Orion now serves 1,500+ advisory firms and over $650 billion in assets. Orion provides complete data aggregation, client reporting, tax and cost basis tracking, integrated trading platforms, and data security. With 128-BIT AES and RSA-2048 BIT encryption, Orion helps keep our firm and client's data safe and secure.
	Mutual Securities and Mutual Advisors (“Mutual”) supports 200+ experienced, independent representatives and advisors. Mutual’s fully customizable platform provides our firm comprehensive back-office, compliance, and business support. Their relationship with the world’s best-in-class custodians, technology providers, research firms and other providers allow us to focus on your needs with absolute objectivity, transparency and trust. Founded in 1982, the firm is privately owned and maintains its corporate headquarters in Camarillo, CA. Mutual Securities is a member of FINRA, MSRB and SIPC and is registered to conduct business in all 50 states.
	Callan Associates ("Callan") provides timely and relevant institutional investment research to help our client’s portfolios stay on top of important trends in the industry. Headquartered in San Francisco, the firm also provides advice to a broad array of institutional investors responsible for approximately $2 trillion in total assets. Callan employs more than 150 people and has three additional offices in the United States.