Mary Hofmeister

US Bancorp Investments, Inc. (USBI) is a dually SEC-registered investment advisor and broker-dealer headquartered in St. Paul, Minnesota. The firm was founded in 2003 and is owned by US Bancorp (NYSE: USB). USBI offers financial planning services and other advisory services to a wide range of clients, which includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other businesses.

Premier Wealth Management, Inc.'s principal activity is to provide wealth management services focused on serving the needs of mid wealth families and individuals. The company only markets products through its proprietary sales force of 20 people and its network of 200 insurance brokers. The company was founded in November 14, 2002 and is headquartered in Nicosia, Cyprus.

Lincoln Investment Planning LLC provides investment advisory, brokerage, and dealer services for individuals and families, private and public entities, and institutions and corporations. It offers retirement planning, risk management, mutual funds, individual securities, annuities, insurance, and planning services. The company was founded by Nick Forst in 1968 and is headquartered in Fort Washington, PA.

Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI.

Concourse Financial Group Securities, Inc., dba Concourse Financial Group Advisors (Concourse), is a dually-registered investment adviser and broker-dealer headquartered in Birmingham, Alabama. The firm was founded in 1985 and formerly known as Protective Equity Services, Inc. and as ProEquities, Inc. They are a wholly-owned subsidiary of Protective Life Corp., which in wholly owned by Dai-ichi Life Holdings, Inc. (TSE: 8750) in Japan. Concourse serves as the sponsor of, and in some cases as a portfolio manager for, wrap fee investment programs.

Part of U.S. Bancorp, Unionbanc Investment Services LLC is a company that provides investment advice. The company is based in Glendale, CA. Evamarie Schoenborn has been the CEO of the company since 2023.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

New Mountain Capital LLC (New Mountain Capital) is a private equity firm founded in 1999 by Steven Klinsky. The firm is headquartered in New York.

H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Southwest Autism Research & Resource Center is a nonprofit organization which provides autism research, education, evidence-based treatment, and community outreach services. Its programs and services include diagnostic serivces, clinical services, educational, training and outreach programs, and autism screening and evaltuations. The company was founded by Raun D. Melmed and Denise D. Resnik in 1997 and is headquartered in Phoenix, AZ.

Johnson Wealth, Inc. is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Formerly known as Cleary Gull Advisors Inc., the firm was founded by Michael Cleary in 2003 as MBO Cleary Advisors, Inc. They are a wholly owned subsidiary of Johnson Financial Group, Inc. which acquired the firm from Cleary Gull Holdings, Inc. in 2016. Johnson Wealth provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, public and private foundations and endowments, business entities, government entities, and other investment advisers, including their affiliate Johnson Bank.

National Association of Insurance & Financial Advisors represents licensed life insurance agents and financial advisors. It provides life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments services. The company was founded in June 1890 and is headquartered in Arlington, VA.

First Command Advisory Services, Inc. (FCAS) is an investment advisor headquartered in Fort Worth, Texas. The firm is a subsidiary of First Command Financial Services, Inc., which is owned by First Command Financial Planning, lnc. ESOP Trust. FCAS offers advisory services to active-duty military and their immediate family.

United Way of Tarrant County provides educational, income and health assistance programs. It offers financial assistance to low income working families, helping adults with on going health concerns, and fundraising to generate revenue for programs. The company was founded in 1922 and is headquartered in Forth Worth, TX.

Founded in 2001, Hightower Securities is a FINRA-registered broker/dealer and government securities dealer located in Chicago, Illinois. The firm is a subsidiary of Hightower Holding LLC. Hightower Securities provides clearing and custody services to their clients through relationships with Fidelity Investments, Charles Schwab & Co., Inc. and JPMorgan Clearing Corp., formerly the clearing arm of BearStearns.

Docupace Technologies LLC provides document management and workflow solutions. It offers ePACS productivity suite, cyber security and straight through processing. The company was founded by Michael Pinsker and is headquartered in Los Angeles, CA.

Cambridge Investment Group, Inc. operates as a financial solutions firm which focuses on serving independent financial advisors and their investing clients. It offers a broad range of choices regarding advisor-focused financial solutions: advice solutions, technology solutions, platform choice and business structure solutions, consulting solutions, and outsourcing solutions. The company is headquartered in Fairfield, IA.

CaringBridge is a nonprofit health platform that provides support to family caregivers at no cost. The non-profit company is based in Eagan, MN. The platform helps improve emotional health and social connectedness, addressing feelings of overwhelm, isolation, and loneliness. With over 300,000 people on the platform every day sending or receiving support, there are over 1,600 messages of love, hope, and compassion posted every hour. Founded in 1997, the organization offers tools to share and document a health journey, simplify care coordination, and connect caregivers with a supportive community. The company was founded by Sona Mehring. Tia Newcomer has been the CEO of the company since 2021.

Osaic, Inc. engages in the provision of wealth management services. It offers advices on investment products, such as mutual funds, variable annuities, insurance, and alternative investments, advisory and asset management services, and advisory services program. The company is headquartered in Phoenix, AZ.

Osaic Advisory Services LLC (dba Osaic Advisors) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2014 as Triad Hybrid Solutions LLC and changed their legal name to Osaic Advisory Services LLC in 2024. They are a wholly owned subsidiary of OSIAC Holdings, Inc., which is ultimately owned by AG Artemis Holdings LP. Osaic Advisors offers several types of advisory programs or services to individuals and institutional clients.

First Command LIC (Investment Portfolio) (First Command-IP) is the investment portfolio division of First Command LIC, which is owned by First Command Financial Services, Inc. The firm is headquartered in Fort Worth, Texas. First Command-IP offers financial planning services, asset management services, and other investment advisory services to individuals, corporate entities, and trusts only.

Lincoln Investment Capital Holdings LLC operates as an investment holding firm. The company was founded in 2015 and is headquartered in Wyncote, PA.

Osaic Holdings, Inc. engages in the provision of banking and financial services. The company was founded in 2016 and is headquartered in Phoenix, AZ.

Women in Insurance & Financial Services (WIFS) is a national organization that focuses on supporting women in the insurance and financial services industries. The private company is based in Albany, NY. The company's mission is to help women achieve success in these fields.

The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms.

Part of The Charles Schwab Corp., Charles Schwab Corp. /Custody/ offers small business solutions for retirement plans and investing accounts. The American company provides a range of services to help manage finances, including smart beta ETFs, with information on their benefits, risks, and associated rules.

Stifel Independent Advisors LLC (Investment Management) (Stifel Independent-IM) is the investment management divison of Stifel Independent Advisors LLC, a registered broker-dealer headquartered in St. Louis, Missouri. The firm is owned by Stifel Financial Corp. (NYSE: SF). Stifel Independent-IM provides advisory services to a variety of clients, which includes individuals, corporations, and other businesses, pension or profit-sharing plans, employee benefit plans, trusts, estates, charitable organizations, state and municipal government entities, educational institutions, insurance companies, and banks and thrift institutions.

HighTower Holding LLC operates as a holding company with interest in the securities and financial industry. It provides financial planning, institutional consulting, and wealth management services. The company was founded by Elliot S. Weissbluth, Andrew Kornreich, and Larry Koehler in 2007 and is headquartered in Chicago, IL.