The Charles Schwab

HundredX is a company that specializes in providing data reports and custom feedback solutions through its innovative feedback application. This application aims to transform the feedback collection process by ethically sourcing data from customers who share their opinions on brands that matter to them. In return for their insights, customers receive resources that support non-profit causes. This unique business model not only facilitates informed decision-making for organizations but also helps them retain customers and strengthen their teams. Through its focus on meaningful feedback, HundredX enables businesses to enhance their strategies and outcomes.

Motif is an online broker based in Silicon Valley that transforms the landscape of investing by providing a transparent social platform for individuals and investment advisors. It enables users to invest in stock and bond portfolios centered around everyday ideas and significant economic trends, as well as to create custom motifs. As a registered broker-dealer and member of SIPC, Motif aims to make investing accessible and engaging. The company has garnered support from notable investors, including Foundation Capital and Goldman Sachs, and boasts a board that features prominent figures such as former SEC Chairman Arthur Levitt and former Wall Street executive Sallie Krawcheck.

Moneythink is an American ed-tech non-profit organization tackling America’s 1.6 trillion dollar student debt problem, harnessing the power of people and technology to bring transparency to college costs. The organization ensures all students are equipped to invest in their futures, keeping students on track by minimizing financial complexity and risk while maximizing potential and minimizing stress. As a leader in youth-focused financial wellness, Moneythink has served over 32,000 students since 2008. Moneythink is creating a public-facing, no-cost Award Comparison Tool that helps low-income and 1st-gen students to plan for, cover, and manages all of their college costs through a healthy mix of aid, savings, loans, and work.

TD Ameritrade Holding Corporation, through its subsidiaries, offers a range of securities brokerage services and technology-based financial solutions in the United States. The company caters to individual investors by providing an online trading platform that facilitates trading in common and preferred stocks, exchange-traded funds, options, mutual funds, and fixed income products. Additionally, it offers margin lending and cash management services, empowering self-directed investors to pursue their financial goals. With a focus on long-term investing and retirement planning, TD Ameritrade equips its clients with various tools and resources to make informed investment decisions.

Eargo, Inc. is a consumer-focused medical device company based in San Jose, California, that specializes in developing and selling innovative hearing aids for individuals experiencing hearing loss. Founded in 2010, Eargo offers a range of rechargeable hearing aids that can be controlled via smartphone, addressing common barriers to hearing aid adoption such as cost, accessibility, and social stigma. The company provides online hearing screenings and virtual support, allowing customers to receive assistance without needing in-person visits. Eargo's products are available for purchase online or over the phone, and the company emphasizes personalized consultations with licensed hearing professionals through various communication channels. By offering its solutions at approximately half the cost of traditional hearing aids, Eargo aims to enhance the quality of life for people with hearing impairments.

Opportunity Fund's microloan & microsavings programs help working families gain financial stability.

Musely develops an online platform intended to provide medical skincare treatments through technology. The company's offerings include personal products made from natural ingredients and also provides wellness tips, enabling users to offer prescription formulas, natural beauty brands, professional hair care, and makeup products. It was founded in 2013 and is based in Santa Clara, California.

ThomasPartners is an investment advisory firm based in Boston, Massachusetts, founded in 2001 to address the need for investment solutions that generate reliable income while keeping pace with inflation. The firm focuses on income-oriented strategies aimed at helping clients achieve and maintain their desired retirement. In addition to individual retirement planning, ThomasPartners manages accounts for high-net-worth individuals, banking institutions, and charitable organizations. As a division of Charles Schwab Investment Advisory, Inc., it leverages the expertise and resources of its parent company to provide tailored investment management services.

JustAnswer makes fast, affordable expert help available to people everywhere. We help them solve problems and answer questions by connecting them online with doctors, lawyers, vets, mechanics, tech support and more. We value Expertise – We put every Expert through an 8-Step Expert Quality Process, and we confirm their credentials with a third-party verification firm. Responsiveness – We strive to respond to customer needs for fast, affordable access to expert help 24/7. In fact, the average wait time for an expert response is an industry-leading 7 ½ minutes. Help – Our first priority is to help people, which is backed up by the JustAnswer Promise®: If you’re not happy, we will give your money back. The JustAnswer Story JustAnswer started in 2003 when Andy Kurtzig and his wife Sara were expecting their first child. Like most new parents, they had a million questions for their doctor – day and night. But the doctor only had time to talk to them at their scheduled appointments. So Andy created a website to provide 24/7 answers from doctors and other experts. Since then, the 10,000 experts on JustAnswer have helped over eight million people in 196 countries. JustAnswer has made great strides to level the playing field and provide peace of mind to people who need it. Millions of users in over 145 countries come to the site for affordable and timely insight in more than 150 categories, ranging from Medical to Legal. JustAnswer is ranked as a top 200 website by the leading global Internet ratings service, Quantcast; has an "A+" rating from Better Business Bureau and is TRUSTe Certified. For more information about the company, please visit the JustAnswer website at ww2.justanswer.com. To find out the current job openings and apply, please visit our careers page: http://ww2.justanswer.com/careers. Specialties experts, answers, medical, legal, auto repair, veterinarians, technicians

JustAnswer makes fast, affordable expert help available to people everywhere. We help them solve problems and answer questions by connecting them online with doctors, lawyers, vets, mechanics, tech support and more. We value Expertise – We put every Expert through an 8-Step Expert Quality Process, and we confirm their credentials with a third-party verification firm. Responsiveness – We strive to respond to customer needs for fast, affordable access to expert help 24/7. In fact, the average wait time for an expert response is an industry-leading 7 ½ minutes. Help – Our first priority is to help people, which is backed up by the JustAnswer Promise®: If you’re not happy, we will give your money back. The JustAnswer Story JustAnswer started in 2003 when Andy Kurtzig and his wife Sara were expecting their first child. Like most new parents, they had a million questions for their doctor – day and night. But the doctor only had time to talk to them at their scheduled appointments. So Andy created a website to provide 24/7 answers from doctors and other experts. Since then, the 10,000 experts on JustAnswer have helped over eight million people in 196 countries. JustAnswer has made great strides to level the playing field and provide peace of mind to people who need it. Millions of users in over 145 countries come to the site for affordable and timely insight in more than 150 categories, ranging from Medical to Legal. JustAnswer is ranked as a top 200 website by the leading global Internet ratings service, Quantcast; has an "A+" rating from Better Business Bureau and is TRUSTe Certified. For more information about the company, please visit the JustAnswer website at ww2.justanswer.com. To find out the current job openings and apply, please visit our careers page: http://ww2.justanswer.com/careers. Specialties experts, answers, medical, legal, auto repair, veterinarians, technicians

Compliance11 Inc. provides cloud-based compliance automation software for the financial community.

OptionsXpress Holdings, Inc. is an online brokerage firm offering a range of investment services, including options, futures, stocks, mutual funds, and fixed-income products to both domestic and international investors. The company provides a user-friendly trading platform equipped with advanced tools that enable retail and professional investors to identify, analyze, and execute diverse investment strategies efficiently. Its services include customizable order entry screens specifically designed for various trading methods, including options, spreads, and covered calls, ensuring clients have the resources necessary for effective trading.

Windhaven Investment Management, Inc. ("Windhaven") is an SEC-registered investment advisory firm* serving individuals, trusts, retirement plans, foundations and endowments. They broadly diversify investment portfolios across the global capital markets and regularly include exposure to U.S., international, and emerging market stocks and bonds, as well as commodities, gold, real estate and currencies. To guide investment decisions and help manage portfolio risk, they use Their proprietary Global Strategies Model.

CyberTrader is a provider of trading platforms, trade executions, market tickers, and risk management tools.

The 401(k) Company was a provider of retirement services. Following its acquisition by Charles Schwab, it became part of Schwab's Corporate & Retirement Services division.

SoundView Technology Group, Inc. is a technology-focused investment banking firm that provides a range of financial services to institutional clients and issuers. The firm is involved in sell-side research, producing analysis on approximately 200 technology companies and industries. Its brokerage operations deliver various sales and trading services tailored for institutional investors. Additionally, SoundView offers investment banking services, including public underwriting, mergers and acquisitions advisory, strategic advisory, and private equity placements. The firm also manages venture capital funds that allow investors to engage in technology and Internet-related investments. As of early 2004, SoundView operates as a subsidiary of UBS Capital Markets L.P.

CorrectNet is a leading provider of managed service-based information delivery and client reporting solutions for major investment management firms. Established in 1997, the company specializes in the aggregation, enrichment, quality assurance, and formatting of complex investment data. CorrectNet's offerings include the InfiPOINT platform, which facilitates client reporting services, and Advisor WebTools, a web portal designed for wealth advisors and registered investment advisors. The firm has proven its ability to meet stringent transparency and reporting requirements for a diverse range of clients, including hedge funds, funds of funds, fund administrators, and prime brokers, by delivering comprehensive reporting through advanced web portals tailored for investors, portfolio managers, operations teams, and executives.

PostX ensures the secure electronic delivery of information vital to business and customer relationships. PostX delivers significant cost savings and benefits from an increase in effective communications with employees, partners, and customers. They enable secure delivery via Email, the Web, and Wireless networks to your customers, partners and employees.

AudioBase, Inc. is a streaming audio company based in Sausalito, California, established in 1998. It specializes in developing Java-based audio and Internet streaming software tailored for web developers, e-commerce companies, and marketers. AudioBase offers an online library database that enables users to search and import WAV files directly from the server. Its flagship product, AudioBasix 2, facilitates the integration of streaming media with customizable user interfaces. The company's software automatically streams audio files while detecting the end-user's media player, connectivity speed, browser, and platform in real-time. AudioBase serves a diverse clientele across various sectors, including financial services, retail, travel, media and entertainment, technology, consumer products, and advertising, providing solutions that enhance online audio branding, content publishing, and marketing initiatives without requiring downloads.

Quris delivers a blend of consulting, data analysis and technology services.

E-LOAN is a nationwide financial services company that is dedicated to providing consumers with a simple, easy and open way to obtain high yield savings accounts and CDs. Their web site also provides access to several preferred, nationally recognized lending partners that may be able to assist you in obtaining a loan that meets your financial needs. Since its launch in 1997, E-LOAN has drawn upon its pro consumer values to deliver their customers the best online experience possible.

GARAGE TECHNOLOGY VENTURES is a seed-stage and early-stage venture capital fund. They invest in entrepreneurial teams seeking to transform big ideas into game-changing companies. They invest in unproven teams attacking unproven markets with unproven solutions. They not interested in teams creating the nth solution to the same old problem nor companies trying to improve things by only 10 or 20 percent.

The Hampton Co., a defined benefit and defined contribution plan consultant.