INVESTMENT ADVISORS

Financial Fitness Group is a leading provider of cloud-based, independent and unbiased financial education and engagement platform. Our platform has been proven to improve users financial aptitude, behavior, and confidence. FFG was founded in 1998 based on scientific research on how to improve the financial literacy of the citizens of the United States. That research continues to this day and is the driving forc…

Fitspot delivers on-site and digital workplace wellness programs to companies nationwide. With the ability to scale across multiple locations, engage communities and lower healthcare costs, Fitspot provides next-generation wellness for the modern workforce.

Fitspot offers on-site services such as juice bars, fitness classes, and health screenings. Our advanced technology platform tracks metrics and streamline…

HealthCheck360 is a corporate wellness and health risk management company focused on reducing medical costs, workers compensation claims, and absenteeism while increasing employee morale and productivity. This is accomplished by identifying present risks with onsite biometric screenings, and a comprehensive Health Risk Assessment, educating the participant with targeted communications, behavior change tools, and…

SoFi helps people achieve financial independence to realize their ambitions. Our products for borrowing, saving, spending, investing, and protecting give our more than half a million members fast access to tools to get their money right. SoFi membership comes with the key essentials for getting ahead, including career advisors and connection to a thriving community of like-minded, ambitious people. Whether they�…

Pro Financial Health works to educate and empower the corporate workforce by providing essential financial resources. Pro Financial Health is a leading provider of employee financial wellness services nationwide.

Since 1961, Humana has built a strong foundation by providing a 360 degree view of health for members. In 1991 we began acquiring assets to expand our health and well-being capabilities, investing over billion in health and wellness solutions. The product of these investments is Go365®, a wellness program with a proactive approach to well-being, currently supporting 5 million members.

Go365 helps members un…

New Ocean is an innovative software design and development company focused on inspiring solutions through a comprehensive, integrated health and well-being platform to motivate and inform the broader, long-term choices people make that lead to better, healthier lives.

With a team of relentlessly-driven experts and leadership with unrivaled professional experience and a deep-rooted history of disrupting market…

HMC HealthWorks has over 40 years’ experience as a population healthcare management company. HMC HealthWorks was an early pioneer in adopting behavioral change methodologies and healthcare initiatives that improve overall health status. Because clinical outcomes matter, our stand-alone and blended programs begin with a global and holistic view of a participant’s health that helps them focus on prevention an…

Magellan Health, Inc., a Fortune 500 company, is a leader in managing the fastest growing, most complex areas of health, including special populations, complete pharmacy benefits and other specialty areas of healthcare. Magellan supports innovative ways of accessing better health through technology, while remaining focused on the critical personal relationships that are necessary to achieve a healthy, vibrant li…

Optum is a leading health services and innovation company on a mission to help make the health system work better for everyone. With more than 107,000 people worldwide, Optum combines technology, data and clinical expertise to improve the delivery, quality and efficiency of health care. Optum collaborates with all participants in health care, connecting them with a shared focus on creating a healthier world. Hos…