Company Chancellor Group, Inc.

Chancellor Group, Inc. (Chancellor) is a provider of financial planning and investment management services. The Company provides personal financial planning through its MoneyGuide Pro. MoneyGuide Pro is a financial planning technology, to formulate a strategy to reach the client’s goals. As part of its comprehensive planning process, the Company advises the clients as their fiduciary on a range of issues, including tax planning, investment strategy, estate planning, insurance and risk management, career planning, debt management, cash flow, group benefits, charitable giving strategies, and social security and pension analysis. The Company provides investment management services through its platform. Black Diamond Wealth Platform is a technology in the industry. This mobile friendly portal integrates with MoneyGuidePro, its financial planning tool, to help us keep you informed to the client’s investments and financial planning goals in real-time and on demand.

Number of employees: 6