The PNC Financial Services Group

The PNC Financial Services Group, Inc. (NYSE: PNC) is one of the largest diversified financial services institutions in the United States, with assets of $541 billion as of June 30, 2022. PNC is a coast-to-coast franchise with an extensive retail branch network and a presence in all of the country’s 30 largest markets. Across the country and through four strategic international offices, PNC provides retail banking, including residential mortgage, corporate and institutional banking, and asset management. As a National Main Street Bank, PNC is committed to delivering on each of its strategic priorities while looking out for the best interests of all its key stakeholders, including its customers, communities, employees and shareholders.

Discover

Discover is one of the most recognized brands in U.S. financial services. We’re a direct banking and payment services company built on a legacy of innovation and customer service. We support, challenge and inspire employees to continually develop their skills, advance their career and help grow our business. Future Edge 50: 2020, 2019 & 2018

Workiva

Workiva Inc. (NYSE: WK) is the world's leading cloud platform for simplifying regulatory, financial & operational reporting. Our fit-for-purpose technology solutions streamline processes, connect data and teams, and ensure consistency — all within a controlled, secure, audit-ready cloud platform. We founded Workiva to transform the way people manage and report data. Today, people all over the world use our platform to seamlessly enable collaboration and deep integration into existing workstreams to simplify financial and non-financial reporting for companies across the globe.

Achieve

Formally known as Freedom Financial Network, Achieve launched in 2022 as the leading digital personal finance company helping everyday people get on, and stay on, the path to a better financial future. Achieve delivers personalized financial solutions for real people through intelligent technology and an empathetic human touch. From the single parent trying to buy a home to the overworked employee drowning in debt, we provide innovative solutions, budgeting tools, and education to help them move from surviving to thriving. We put our members first by coaching them through their financial health journey to understand what’s working for them and what’s not. Our tailored approach is designed to meet everyone where they are in life because they’re more than just a credit score. Our people make the biggest difference. With more than 2,500 teammates between California, Arizona, and Texas, everyone collaborates together to make an impact towards our mission; to empower everyday people to move forward on a path to a better financial future. We’re committed to fostering an environment where everyone can belong, while giving their true authentic selves a place to shine. Whether you’re in sales, member support, engineering, product design, IT or any of our other exciting roles, you’ll join a team passionate about serving our members and embracing our core values every day: Care (For everyone) Get Better (Every day) Act With Integrity (Every time) Collaborate (With everyone)

Square

Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn’t work together. So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage inventory, offer buy now, pay later functionality through Afterpay, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we’ve embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next generation shopper, increase order sizes, and compete at a larger scale. Today, we are a partner to sellers of all sizes – large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We’re building a significant, meaningful, and lasting business, and we are helping sellers worldwide do the same.

Chapter

Every morning, 10,000 Americans wake up and begin their first day of retirement. Chapter is re-inventing the way that Americans transition into retirement, starting with Medicare. We are re-authoring the retirement narrative by enabling Americans to age with purpose and security and to define their best Chapter. For most people, Medicare is boring, bureaucratic, and confusing. But it's tremendously important. The current Medicare brokerage market is rife with misaligned incentives and path dependence that have pernicious affects on retirees. Our team and technology help retirees to navigate Medicare, including when and how to sign up, what specific plans to choose, and how to maximize the benefits from their coverage. Chapter has built industry-leading technology to help retirees save thousands of dollars on their healthcare. We are the only Medicare advisor (and perhaps the only insurance advisor of any industry) that recommends insurance plans that do not pay us. We build both consumer-facing software that’s highly accessible to our members and internal-facing software that uses our data integration, data modeling, and recommendation engine to give our Medicare advisors super powers.

Block

Block, Inc. (NYSE: SQ) is a global technology company with a focus on financial services. Made up of Square, Cash App, Spiral, TIDAL, and TBD, we build tools to help more people access the economy. Square helps sellers run and grow their businesses with its integrated ecosystem of commerce solutions, business software, and banking services. With Cash App, anyone can easily send, spend, or invest their money in stocks or Bitcoin. Spiral (formerly Square Crypto) builds and funds free, open-source Bitcoin projects. Artists use TIDAL to help them succeed as entrepreneurs and connect more deeply with fans. TBD is building an open developer platform to make it easier to access Bitcoin and other blockchain technologies without having to go through an institution.

ATLAS CPAs & Advisors

Atlas CPAs & Advisors is part of the Atlas Business Navigators family of firms to better serve our clients and community by providing a group of highly qualified individuals with a vast pool of resources. Our primary services include accounting, advanced tax planning, tax preparation and consulting, litigation, and business consulting. We also offer a host of specialty services to cater to the unique needs of our clients such as outsource Controller/CFO services, business brokerage services, forensic consulting, and business valuations, among many others. Our CPAs and staff accountants serve a wide range of individuals, corporations, partnerships, and non-profit organizations and are experts in the accounting issues and tax laws that impact our clients. We offer the benefit of over 50 years of experience gained from previous positions in public accounting, private industry and litigation.

GoodLeap

GoodLeap is a sustainable home solutions marketplace. We provide simple, fast, and frictionless point-of-sale technology for countless mission-driven professionals serving millions of people who want to upgrade their homes and save money. Our platform offers flexible ways for consumers to pay for a wide range of sustainable products, including solar panels, battery storage, smart home devices, modern HVAC systems, energy efficient windows, upgraded roofing, water-saving turf, and more. We are committed to caring for the planet, building lasting relationships with our valued partners and customers, and delivering cutting-edge technology that enables more people to embrace a sustainable lifestyle.

Voya Financial

Voya Financial, Inc. (NYSE: VOYA), provides health, wealth and investment solutions that enable its approximately 14.8 million individual, workplace and institutional clients to achieve their financial wellness goals with confidence. With a vision to be America’s Retirement Company®, Voya’s products, solutions and digital capabilities help create a better financial future for all. Voya is a Fortune 500 company that had $7.6 billion in revenue in 2020 and $729 billion in total assets under management and administration as of March 31, 2021. Certified as a “Great Place to Work” by the Great Place to Work® Institute, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya has earned recognition as one of the World’s Most Ethical Companies® by the Ethisphere Institute; as the No. 1-ranked financial services firm among Barron’s 100 Most Sustainable Companies for three consecutive years; as a member of the Bloomberg Gender Equality Index; and as a “Best Place to Work for Disability Inclusion” on the Disability Equality Index.

B2B CFO®

B2B CFO's services include improvements in finance, accounting and operations, and company growth, as well as helping owners to transfer or sell their companies. The firm’s 200+ professionals work directly with business owners, on site. Each is also an equity owner in B2B CFO and has more than 25 years of senior-level experience. With a nationwide presence, B2B CFO is the largest company of its kind in the United States. Founded in 1987 and headquartered in Mesa, Arizona, B2B CFO has ranked in the Inc. 5000 and was recognized in 2018 as one of Forbes Magazine’s “Small Giants.” For more information please visit www.b2bcfo.com

Wealth

Wealth is the first comprehensive estate planning platform that provides a holistic view of all your assets, visualized and securely stored in one place. With robust asset aggregation technology, sophisticated APIs and bank-level encryption, our platform makes estate planning easy and accessible.

Concord Servicing

Concord is a full-scope loan servicer delivering compliant, flexible, and scalable portfolio servicing solutions to meet the demands of loan originators and capital providers – and their customers – in multiple asset classes. For over three decades, Concord has delivered award-winning financial technology and support for unparalleled efficiency, accuracy, and flexibility. Concord serves clients globally and operates facilities in the United States and Mexico. To learn more about our comprehensive services, visit www.concordservicing.com.

Cenlar FSB

Cenlar is proud to be the nation’s leading mortgage loan subservicer. As a federally chartered wholesale bank, we deliver servicing solutions that are unrivaled in quality, innovation and flexibility for banks, thrifts, credit unions and mortgage companies – some of the most recognized names in financial services today. After the origination of a mortgage loan, we care for all of the ongoing, day-to-day management of the loan from monthly payments to escrow and taxes. We know that our success depends on our people. Within our inclusive, dynamic and values-driven culture, we work side by side with a strong sense of purpose and a dedication to getting it right – down to the smallest detail. Cenlar always wants to get to know highly talented individuals who wish to make meaningful contributions to our business and grow their careers with us. We are committed to supporting the development of our employees through robust training and education opportunities, including industry certification and tuition reimbursement. And as an employee-owned company, as Cenlar continues to grow, together we all succeed.

eBacon

eBacon is a software company that focuses on certified payroll and fringe benefit management for the construction industry. Our software solutions combine time tracking, fringe management, payroll and certified reporting to help contractors and subcontractors avoid risk and become more profitable. We design and develop all of our own software and applications. Because we have our own advanced inhouse development team, we’re able to rapidly respond to the needs of the market. This allows us to create amazing products that solve real world problems.

GM Financial

GM Financial is the captive finance company and the wholly owned subsidiary of General Motors and is headquartered in Fort Worth, Texas. The company is a global provider of auto finance solutions, with operations in North America, Latin America and China. Through our long-standing relationships with auto dealers, we offer attractive retail loan and lease programs to meet the needs of each customer. We also offer commercial lending products to dealers to help them finance and grow their businesses. GM Financial employs more than 9,000 hard-working team members, and we're always looking for new people with diverse talents. GM Financial is a workplace where dedicated people have the opportunity to work together and celebrate our successes. Our culture is based on respect, integrity, innovation and personal development. GM Financial is committed to strengthening the communities where we live and work. Each year, we select several philanthropic organizations to support through our Signature Events program. The company and its team members actively support these organizations through many company-wide initiatives; in addition we support numerous other nonprofit organizations through sponsorships and monetary donations.

ATLAS Navigators LLC

Welcome to ATLAS Advisors That Listen And Serve We are a regional professional services firm with services in Accounting, Tax, Audit, Consulting, Business Valuation, Insurance, Financial Services, Marketing, Human Resources, IT and more! We seek to provide a holistic approach of services to our clients to help them achieve their goals in business and life. We service clients all of the globe. We have office locations in Arizona, California, Colorado, Iowa, Illinois, Ohio, Texas and Wyoming

Northern Trust

As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence. Since our roots as a trust bank, we’ve grown to a global presence with more than 22,000 employees in more than 20 countries and across five core business units: Wealth Management Asset Management Asset Servicing Technology Corporate Functions Join a Team That’s Made for Greater At Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you. New partners, enduring principles What are enduring principles? At Northern Trust, you’ll often hear them referenced. But it’s much more than a catchphrase – it’s what guides our strategy and success. Thanks to the dedication of our partners, Northern Trust continues to thrive by adhering to three enduring principles: service, expertise and integrity . What does this mean? Service Northern Trust has a relentless drive to provide exceptional service to our clients, our partners and our communities. We set new standards and go above and beyond in our commitment to delivering greater results. Expertise Expertise is at the core of who we are. We focus sharply on what we do well. From expanding our capabilities, to hiring talented professionals to developing innovative solutions, our expertise is why we continue to be a trusted advisor for generations of families and institutions. Integrity Operating with uncompromising ethics is central to Northern Trust’s heritage. As a result, our clients, partners and communities know they can rely on us. For more than 130 years, our integrity has been our guide – and that will never change.

Citizens

As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. We invest in the humans who build the logic, ideas, and innovations that bring new technologies to life. Investments in AI, cloud computing, machine learning and automation provide our engineers the tools that enable us to remain competitive and win in today’s environment. At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens. You’re made ready and so are we. #MadeReady

American Auto Shield

AAS, Services LLC specializes in Vehicle Service Contract development and automotive claims administration. Our team’s combined industry experience, complemented by our partnerships, allows us to develop and deliver products that provide superior coverage and service. We’re always working to provide the best service for our customers, with the best work environment for our employees who provide that service. We develop fully insured and financially secure Vehicle Service Contracts that provide excellent coverage and claims service for our customers. Our ASE Certified Team utilizes advanced technologies for superior claims administration, including online support to compliment your coverage. Our team's combined compliance and industry expertise allows us to develop products and services that drive business and earn consumer trust.