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Magnolia Federal Credit Union is a Jackson, MS-based company in the Financial Services sector.
Covestor is a New York, NY-based company in the Financial Services sector.
Genivity is an AI software platform helping advisors engage clients and retain next generation heirs through life stage, health risk, & care cost planning.
Schwab SoundView Capital Markets is a Old Greenwich, CT-based company in the Financial Services sector.
Team Hewins is an independent wealth management firm with $2.0 billion in assets under advisement. Led by CEO Roger Hewins and a team of eight other Principals, Team Hewins serves as consultants to family wealth and provides personalized, in-house services for financial, investment, and business succession planning. Our focus is serving families with complex financial needs, planning and organizing their financial lives to facilitate their success.