First Citizens Bank

Boston Private is a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits.For more than 30 years, Boston Private has delivered comprehensive advice coupled with deep technical expertise to help clients simplify their lives and achieve their goals. The firm offers the capabilities of a large institution with the superior service of a boutique to clients across the United States.Boston Private is the corporate brand of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH). For more information, visit www.bostonprivate.com.

Navy Federal Credit Union serves the armed forces, Department of Defense personnel, veterans, and their families, providing a wide range of financial services, including checking and savings accounts, loans, credit cards, and investment options. With a commitment to financial education and resources, they strive to help members achieve their financial goals while offering exclusive benefits tailored specifically for military families. The organization emphasizes security and accessibility through digital banking solutions, fraud protection, and financial planning tools, making it easy for members to manage their finances effectively. Navy Federal takes pride in its member-centric approach and is dedicated to delivering exceptional service and support throughout various stages of financial life. Generated from the website