Jennifer Root

Ascensus Group LLC provides retirement solutions for individuals with simple or sophisticated needs. The company is based in DE. The American company offers a range of solutions to ensure security in retirement.

Boston Cares mobilizes and trains individual and corporate volunteers who strengthen communities and improve the lives of people in need. The company was founded in 1991 and is headquartered in Boston, MA.

55I LLC (dba 55ip) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 2016, the firm is a wholly owned subsidiary of 55 Institutional Partners LLC, ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). 55ip provides sub-advisory and trade list delivery services to institutions, which include other RIAs.

Pinnacle Financial Group LLC is an independent registered investment advisor and wealth management firm headquartered in Western Springs, Illinois. The firm offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.