Bill Meyer

Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA.

Fierstein & Co. LLC engages in the provision of insurance services. The company was founded in 1966 and is headquartered in Englewood, NJ.

Founded in 1995, Moloney Securities Co., Inc. is a dually-registered broker/dealer and investment advisor, as well as a licensed general insurance agency. The firm is headquartered in Manchester, Missouri. Moloney Securities Co., Inc., the registered investment advisor, has relationships with independent advisors who provide personalized investment advice to the firm's clients. These advisors do business as "Moloney" or under different dba names such as: St. Croix Capital Management, Warren Financial Services, Arlington Financial Services, Heritage Investment Management LLP, Synergistic Financial, Moloney Securities Asset Management and others. ^Moloney is member of FINRA, the SIPC and the MSRB. They provide a wide range of investment and insurance products and services to middle and upper income individuals, as well as small companies. Their products and services include stocks, mutual finds, managed portfolios, bonds, variable annuities, fixed annuities, preferred and convertibles, variable life products, long-term healthcare, health insurance, general insurance planning, in-house money management and investment planning. Moloney's clients include individuals, pension and profit sharing plans, trusts, estates, or charitable organizations, corporations or business entities.

Part of First American Holdings, First American Securities, Inc. provides investment advice. The company is based in Minneapolis, MN.

Trade Center Development Corp. provides real estate investment services. It implements a value-added investment strategy specifically designed to fund and own title to selected World Trade Center (WTC) buildings and affiliated facilities. The company was founded in October 2005 and is headquartered in North Charleston, SC.

Infobionics, Inc. develops data mining software. It offers Knowledge Server, a platform for developing powerful and flexible knowledge mining applications, including business intelligence, predictive analysis and bioinformatics, social networking, Web 2.0, supply chain management, and factory automation. The firm’s products offers supports structure query language instructions and extracts data from existing structured and unstructured databases. The company allows users to view the data model and metadata seamlessly, thereby focusing queries and improving query speed and results. Infobionics was founded in 2000 and is headquartered in Eagan, MN.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Family Enterprise XChange Foundation is a non-profit organization, which engages in the provision of resources to entrepreneurial family. The company is headquartered in Oakville, ON.

Advocis is the largest voluntary professional membership association of financial advisors in Canada. The private company is based in Toronto, Canada. The Canadian company offers designations, continuing education opportunities, industry-leading publications, and membership in a chapter network with mentorship programs, study groups, and practice development resources. and has subsidiaries in Canada. The CEO of the company is Greg Pollock.

The Bank of Canada provides banking and financial services. Its services include mortgage and payment processing, loan application, credit card application, accounting solutions, tax preparation, financial analysis, insurance, and payroll processing services to its clients. The company was founded in 1934 and is headquartered in Ottawa, Canada.

Society of Financial Service Professionals is a national network of credentialed professionals working in diverse financial disciplines. It promotes its members by delivering education programming, by establishing and rewarding the ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. The company was founded in 1928 and is headquartered in Newtown Square, PA.

DirectPointe, Inc. is a Utah-based Managed IT Service Provider offering a full suite of managed IT services to both businesses and now individuals. DirectPointe commenced operations in March of 2000 and has consistently grown its client base. The comprehensive managed IT service solutions provide one payment and one point of contact for customer's complete computing needs. By providing a more holistic approach the company improves reliability and in many cases lowers overall costs. The company's phone and web-based managed IT support consistently offers service levels that surpass large vendors and internal IT service departments. The managed IT services are provided centrally from a multi-million dollar facility that houses a secure data center, providing hosting and co-location services. DirectPointe Financial Services (DPFS), a wholly owned subsidiary of DirectPointe, provides financial services to DirectPointe customers. DirectPointe has received numerous awards for performance and has received editorial recognition in local and national trade publications.

Sacred Heart Medical provides health care services. The firm is a not-for-profit Catholic hospital. The company's services include kidney transplant, an assisted-living residential facility for the elderly, a children's hospital, heart institute, psychiatric services, and a women's health center. Scared was founded by the Sisters of Providence in 1886 and is located in Spokane, WA.

Allianz ROSNO Life provides life insurance services. It offers endowment, fixed term, term and annuity insurance products. Its major lines of business are long-term life and pension insurance. The company has branches in Irkutsk, Kazan, Krasnodar, Nizhniy Novgorod, St. Petersburg, Ufa, Novosibirsk, Samara, Tumen, Arzamas, Sarov, Cheboksary and Saransk. Allianz ROSNO Life was established in September, 2004 and is headquartered in Moscow, Russia.

United Way of Broward County, Inc. is a non-profit organization which provides financial assistance and grants. It offers earned income tax credit, substance abuse prevention, and youth programs. The organization is headquartered in Fort Lauderdale, FL.

Mercer Capital, Inc. provides execution and clearing services for exchange-traded derivatives. The company also provides brokerage services in the fixed income and foreign exchange markets. It also facilitates confirmation and settlement of derivative transactions for its customers. The company was founded in 1999 and is headquartered in Boca Raton, FL.

Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007.

Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC.

The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.

United Way of King County is a non-profit organization, which provides rental assistance, educational solutions, and financial support. Its programs include Jobs Connect, Streets to Home, Home Base, ParentChild+, Reconnecting Youth, Bridge to Finish, and Free Tax. The company was founded in 1952 and is headquartered in Seattle, WA.

United States Ski Team Foundation is a non-profit organization. It provides a range of membership programs for athletes and other young skiers engages in athletic programs. The company was founded in 1964 and is headquartered in Park City, UT.

Japanese American National Museum operates as a museum that is dedicated to sharing the sharing the experience of Americans of Japanese ancestry as an integral part of U.S. history. It offers collection of Japanese American objects, images, documents, and publications. The company was founded in 1985 and is headquartered in Los Angeles, CA.

Boys & Girls Clubs of America offers school programs. The firm's programs include character and leadership, education and career, health & life skills, the arts, sports, fitness and recreation. Boys & Girls Clubs of America was founded in 1860 and is headquartered in Atlanta, GA.