Dylan Hallman

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.

Russell Investments is a leading global investment solutions partner providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Since 1936, Russell Investments has been building a legacy of continuous innovation to deliver exceptional value to clients, working every day to improve people’s financial security. The firm has $377 billion in assets under management (as of 12/31/2025) for clients in 31 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world. Russell Investments ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes. Headquarters: 401 Union St, Seattle, WA 98101 Russell Investments has offices in 17 cities around the world.

Since 2004, Cliffwater has been a leader in alternatives. Through our proprietary research, continued innovation, and valued reputation, we continue to lead and evolve how institutions and individual investors alike understand and access opportunities in private markets. We believe a repeatable process and consistent team collaboration lead to better investment outcomes across market conditions.

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.

Russell Investments is a leading global investment solutions partner providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Since 1936, Russell Investments has been building a legacy of continuous innovation to deliver exceptional value to clients, working every day to improve people’s financial security. The firm has $377 billion in assets under management (as of 12/31/2025) for clients in 31 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world. Russell Investments ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes. Headquarters: 401 Union St, Seattle, WA 98101 Russell Investments has offices in 17 cities around the world.

For more than 30 years, Procare Solutions has been helping early childhood educators simplify operations and create meaningful connections with families, so they can focus on what matters most – the children in their care.

TA is a leading global private equity firm focused on scaling growth in profitable companies. Since 1968, we have invested in more than 560 companies across our five target industries – technology, healthcare, financial services, consumer and business services. Leveraging our deep industry expertise and strategic resources, we collaborate with management teams worldwide to help high-quality companies deliver lasting value. The firm has raised $65 billion in capital to date and has over 150 investment professionals across offices in Boston, Menlo Park, Austin, London, Mumbai and Hong Kong.