Larry Raffone

Financial Engines, Inc. engages in the provision of technology-enabled financial advisory services. It also offers discretionary portfolio management, personalized investment advice, financial and retirement income planning, and financial education and guidance. The company was founded by William F. Sharpe, Joseph A. Grundfest, and Craig W. Johnson in 1996 and is headquartered in Sunnyvale, CA.

Verivo Software, Inc. is a mobility software company. The firm develops wireless software solutions. It serves retail, financial services, health and life sciences, manufacturing, higher education, government, real estate, transportation, and automotive industries globally. The company was founded by Shane Hughes in 1998 and is headquartered in Waltham, MA.

Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities.

Fidelity Investments Institutional Services Co., Inc. (FIIS) provides investment management services through banks, insurance companies, securities brokers, financial planners, and other financial service providers. The company offers institutional money market funds, long-term investment plans, and cash management funds. It is headquartered in Boston, MA.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA.