Bryce Gill & JD Nielsen-First Trust (Start of Call) Operations/Osaic (31:27) AdvicePay FP Cutover (33:23) Osaic Data Remediation (39:10) C-IAR Registration Policy Change (46:10) TRSup and other Compliance Issues (47:50) End of Call (59:08)

(Start of Call): Franklin Templeton, Canvas Direct Indexing, Jake Anderson, Alli Akers (36:15): TAG, Operations & Compliance Updates, Adam Katch (1:02:10): End of Call

(Start of Call): Allianz-Jon Conlon & Mike LaMontagna (31:20): Operations (37:42): TR Supervision/Account Periodic (53:25): SpaceX & Other items (1:03:23) End of Call

Start of Call: Invesco (25:45): Operations (51:15) Compliance (1:01:05) Other Items: Keeper, TAG Model Update, etc. (1:11:17) End of call

Dustin Stadel, 401Go: Start of Call TAG Ops/Osaic Tech Roadmap (19:12) Compliance Changes (40:01)

Adam Katch: TAG/Osaic items (Start of Call) Andew Tomson, Nomura (22:42) End of Call (42:01)