Our Vice-Chairman currently serves as Chief Growth Officer for EP Wealth Advisors, one of the largest independent registered investment advisor (‘‘RIA’’) platforms in the United States and has nearly 25 years of experience across multiple facets of asset and wealth management. He is also the Principal at Parker Perspectives LLC, a provider of advisory, board and consulting services in the asset management, wealth management and FinTech industries. Mr. Parker previously served as President and CEO of Wealth Management for Citizens Financial Group (NYSE: CFG) from November 2020 to June 2021. From June 2016 to December 2018, Mr. Parker served as the Chief Executive Officer of Edelman Financial Services, LLC, the fifth largest independent RIA firm. He led all aspects of Edelman Financial Services, a portfolio company of Hellman & Friedman LLC (‘‘H&F’’), serving tens of thousands of client households with billions of dollars in assets under management, and worked with H&F to consummate a merger with Financial Engines that created the nation’s largest independent RIA firm – Edelman Financial Engines, LLC.

Prior to joining Edelman Financial Services, from March 2013 to May 2016, Mr. Parker served as the Managing Director of Investment & Planning Solutions at LPL Financial (NASDAQ: LPLA), where he was responsible for helping LPL advisors and institutions grow by leading the firm’s sales, marketing, product management and sponsor relations teams across the advisory, brokerage, insurance, planning and retirement businesses. He served as a Managing Director at Russell Investments Group, LLC from December 2007 to March 2013 and a Director at Franklin Templeton Investments (NYSE: BEN) from October 2002 to December 2007. He also served as a director of the Investment Program Association from January 2014 to June 2016.