Brian McDonald has served as a member of our Board since March 2025. Mr. McDonald is a veteran in the financial services and wealth management industries. From December 2017 to January 2025, Mr. McDonald served as Managing Director, Head of Direct and Institutional Businesses at Morgan Stanley. In this role, he oversaw multiple strategic initiatives, including helping to build and lead Morgan Stanley at Work, one of the largest workplace businesses in the world. Prior to joining Morgan Stanley, he spent over 20 years at Charles Schwab leading its workplace and retail service functions, including most recently as Senior Vice President. Since February 2025, Mr. McDonald has served on the boards of two companies as an Executive in Residence at TIFIN, an AI platform for asset, wealth, and insurance services. Mr. McDonald received a B.A. in Economics from Indiana University and an M.B.A. from Ball State Graduate School of Business. We believe Mr. McDonald is well qualified to serve on our Board due to his expertise in the financial services and wealth management industries, and his experience on the boards of other companies and organizations.