Tim Clift

RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses.

Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors.

Founded in 1993, FundQuest, Inc. is a registered Investment advisor headquartered in Boston. The firm is a subsidiary of BNP Paribas SA. They are a global provider of web-delivered wealth management services for financial institutions including Registered Investment Advisors, broker/dealers, banks, insurance companies, wealth management companies and trust companies. FundQuest provides connectivity to all major custodians and clearing firms and builds connectivity to institutions' existing self-clearing and trust accounting operations