Will Banning

Simplicity Solutions LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2009 as Sawtooth Solutions LLC. They were acquired by Simplicity Financial Marketing Holdings, Inc. and has rebranded to Simplicity Solutions LLC in 2021. Simplicity Solutions provides advisory services to other third-party Advisers, which includes investment advisers, brokers/dealers, insurance companies, banks, and trust companies.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Greylock Management Corp (Greylock Partners) is a venture capital firm founded in 1965 by Charlie P. Waite and Daniel S. Gregory. The firm is headquartered in Menlo Park, California.

United Way of Central Maryland, Inc. provides social services. It empowers families to become self-sufficient by focusing on education, employment, housing and health. The company was founded in 1925 and is headquartered in Baltimore, MD.

Naples Technology Ventures LLC (Naples Technology Ventures) is a venture capital firm founded in 2018 by Mike Abbaei and Brij Sharma. The firm is headquartered in Naples, Florida.

EveryIncome Holdings LLC engages in the provision of technology services. The company is headquartered in Reston, VA.

Kasisto, Inc. provides conversational artificial intelligence platform for enterprise mobile applications. Its platform powers smart bots and virtual assistants on messaging, mobile, web, and wearables. The company was founded by Zor Gorelov, Dror Oren, Ruth Brown, and Sasha Caskey in 2013 and is headquartered in New York, NY.

Part of Franklin Resources, Inc., Legg Mason & Co. LLC is a company based in Baltimore, MD that provides asset management services.

Simplicity Wealth LLC is a registered investment advisor headquartered in Summit, New Jersey. The firm is principally owned by Simplicity Financial Marketing Holdings, Inc. Simplicity Wealth provides investment advice and/or management supervisory services to individuals, high net worth individuals, defined contribution & defined benefit retirement plans, corporate and institutional investors.