We are in our growth phase centered on a multi-year expansion of our RIA network, headcount, assets, and recent minority capital raises to invest further in technology, talent, and M&A support, and a new, larger national headquarters to accommodate future scaling. We are a fast growing, tech-enabled, wealth management platform with a strong culture of accountability, inclusion, and community engagement, supporting a national network of independent RIAs managing over 125B in AUM.