Mary K. Simonson

CFM Partners, Inc. provides training and compliance risk management solutions to the financial services industry. Its training services include professional development, NASD continuing education, non-licensed training, and consumer education. The company was founded in 1995 and is headquartered in Washington, DC.

Part of Mr. Cooper Group, Inc., WaMu Investments is a company based in Bellevue, WA. WaMu Investments was founded by Rebecca C. Schmitt.

Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors.