Southwest Business Corp

SWBC Retirement Plan Services is a national company headquartered in Austin, TX. We provide advisory and plan advocacy services to retirement plans with the acceptance of professional responsibility as defined for fiduciaries by the Employee Retirement Income Security Act (ERISA). We provide retirement plan sponsors with effective solutions with respect to overall plan success, risk management, investment decisions, and cost management. We also provide Institutional Practice services for financial professionals and retirement plan platforms. Our Institutional Practice serves the many recordkeepers that do not give investment advice or serve as a fiduciary to plan sponsors with respect to their plans' investments.

Stifel Nicolaus & Company Inc. is a leading wealth management firm renowned for its exceptional advisor satisfaction, having been recognized as #1 by J.D. Power in 2024. The firm prides itself on a culture designed by advisors for advisors, providing a variety of services, including investment products, banking, and alternative investments, all aimed at supporting the growth of financial advisors. With a legacy of 115 years, Stifel combines tradition with innovative practices to enhance client relationships and operational efficiency through carefully curated technology. The firm's commitment to advisor support and entrepreneurial spirit has made it a favored choice for successful advisors looking to elevate their practices. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy