Ryan Gary Peterson

Copperleaf Capital LLC is a financial planning company that offers a client portal for performance reporting and brokerage account access. The private company is based in Raleigh, NC. The company's financial advisors provide a variety of investments and insurance products and services to help individuals manage their assets and wealth efficiently. To establish online access, individuals can contact Christine MacMathis at 919-787-9725 or cmacmathis@copperleafcapital.com and schedule a meeting with one of the financial advisors. Founded in 1986, Ryan Gary Peterson has been the CEO of the company since 2003.

Metropolitan Life Insurance Co. (Investment Portfolio) (MetLife-IM) is the insurance management division of Metropolitan Life Insurance Co., which is owned by MetLife, Inc. (NYSE: MET), a global provider of insurance, annuities and employee benefit programs. The firm is headquartered in New York City with additional office in Morristown, New Jersey. MetLife-IM offers group dental benefit plans for individuals, employees, retirees and their families and provides dental plan administration for over 20 million people. The firm provides disability products for individuals, as well as employee and association groups who receive them through their employer.

Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts.