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Initiative Provides More than $125,000 to Diverse Programs in Underserved Communities ANDOVER, Mass. – Dec. 14, 2020 –The Invest in
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Stocks in the Future $25,000 towards expanding its financial literacy curriculum Grant Secured by Amir Reda | T. Rowe Price
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Rho Education Foundation $10,000 towards Financial Literacy Enhancement Initiative Grant Secured by Thomas Watkins | Lincoln Investment Why did you
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Rainbow Village $25,000 towards Paving Paths from Homelessness Program Grant Secured by Scott Phelan | Morgan Stanley Why did you
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Literacy Institute for Financial Enrichment $25,000 towards Youth Save & Invest for the Future Program Grant Secured by Lanta Evans-Motte
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Catch the Next, Inc. $25,000 towards Ascender Program Grant Secured by Lillian Gray | Bank of America Why did you
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ARISE2Read $15,720 towards "Books for Keeps" Program Grant Secured by Keri Gage | UBS Financial Services Why did you become
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2020 Catalyst Award Winner Rebirth Homes CPA Financial Advisors, Inc. Cetera Financial Specialists Rebirth Homes provides homes for survivors of
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2020 Catalyst Award Finalist Peter Stuyvesant Little League, Inc. Morgan Stanley Private Wealth Management The Peter Stuyvesant Little League (PSLL)
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2020 Catalyst Award Finalist Clean Slate Living Lincoln Investment Clean Slate Living is a New York-based nonprofit whose mission is
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2020 Community Service Award Winner Lee Health Foundation Arch Capital Advisory Group of Raymond James The Lee Health Foundation raises
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2020 Community Service Award Finalist Lenape Valley Foundation Penn Wealth Planning LPL Financial Lenape Valley Foundation works with members of
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2020 Lifetime Achievement Award Finalist Houston Furniture Bank Raymond James Financial The Houston Furniture Bank’s mission is to furnish hope
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2020 Community Service Award Finalist Ronald McDonald House Charities of St. Louis Nexstep Financial Group, LLC Equitable Ronald McDonald House
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2020 Global Impact Award Finalist David’s Hope International AOG Wealth Management Charles Schwab & TD Ameritrade Institutional David’s Hope International
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2020 Global Impact Award Finalist Mission Madera Duphiney Financial Network LPL Financial Mission Madera strives to put faith into action
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2020 Global Impact Award Winner Be Like Brit ELM Wealth Management at Raymond James Be Like Brit serves the children
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2020 Volunteer of the Year Award Finalist Camp Ronald McDonald for Good Times Northwestern Mutual Camp Ronald McDonald for Good
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2020 Volunteer of the Year Award Finalist Star Kids Scholarship Program RBC Wealth Management – U.S. Star Kids Scholarship Program
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2020 Volunteer of the Year Award Winner The Florida Dream Center, Inc. UBS Financial Services, Inc. The Florida Dream Center
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2020 Lifetime Achievement Award Finalist Children’s Musical Theatre of Bartlesville, Inc. Caughell Rodgers Investments Commonwealth Financial Network The Children’s Musical
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2020 Lifetime Achievement Award Winner Western Michigan University Foundation Zhang Financial Charles Schwab, LPL Financial & TD Ameritrade Institutional Western
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Employees: 176 Location: Omaha, NE Broker-Dealer: Cetera Advisor Networks Custodian: TD Ameritrade Institutional Top Executive: Ron Carson, CEO and FounderCarson
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Employees: 170 Location: Seattle, WA Broker-Dealer: N/A Custodian: Fidelity Clearing & Custody Solutions Top Executive: Jon Jones, CEOBrighton Jones of
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