Philip A. Claxton

Ally Invest Group, Inc. provides investment brokerage and advisory services to investors through its wholly owned subsidiaries. The company was founded by Donato A. Montanaro Jr., Peter Seed, Thomas A. Desmond, Philip A. Claxton and Richard J. Hagen Jr. in 2005 and is headquartered in Charlotte, NC.

E*TRADE Financial Corp. engages in the provision of investment and online stock brokerage services. It offers digital platforms and support to individual investors through phone, email, and online via two national financial centers, and in-person at regional financial centers. The company was founded by William A. Porter Jr. and Bernard A. Newcomb in 1982 and is headquartered in Arlington, VA.

Headquartered in Boston, Fleet offers comprehensive investment management services to individuals with $1 million or more in assets. Investment advisors from Fleet Investment Advisors work as a team with relationship managers from Fleet Private Clients Group to provide integrated financial management that addresses the specific needs of individuals and families - from investment management to trust, retirement wealth management, credit, and banking services. Fleet National Bank is a wholly owned subsidiary of Fleet Boston Financial Corp.