Jonathan Yee

Allied Solutions LLC provides insurance, lending and marketing products to financial institutions. It offers financial management solutions, such as bond and property package insurance, collections services and debt buyer/seller programs. The company was founded in 2001 and is headquartered in Carmel, IN.

HSBC Finance Corp. operates as a holding company with interests in providing lending products. The company was founded in 1878 and is headquartered in Arlington Heights, IL.

Van Eck Associates Corp. (VanEck) is an independent, SEC-registered investment advisor and mutual fund management firm founded in 1955 by John van Eck to manage an international equity fund. In 1968, the firm began offering investments in gold shares and other hard assets. Headquartered in New York City, VanEck provides investment advisory services to registered investment companies and other pooled investment vehicles.

The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ.

Pruco Securities LLC, do-business-as Prudential Financial Planning Services (PFPS), is a registered investment advisor headquartered in Newark, New Jersey. The firm was founded by Al Steele in 2007 and is wholly-owned by The Prudential Insurance Company of America, Inc., which in turn is an indirect wholly-owned subsidiary of Prudential Financial, Inc. (NYSE: PRU). PFPS provides financial planning services to individuals, families, businesses, and associations throughout the US. They also sponsor wrap fee programs.

SWBC Life Insurance Co. (Investment Portfolio) (SWBC-IP) is the investment portfolio division of SWBC Life Insurance Co., an insurance company headquartered in San Antonio, Texas. The firm provides a wide range of insurance, mortgage, and investment services to financial institutions, individuals, and businesses. SWBC-IP manages the client’s investment portfolio.

SWBC Life Insurance Co. provides life insurance. The private company is based in San Antonio, TX and has subsidiaries in United States. Joan Higgins Cleveland has been the CEO of the company since 2013.

Locke Lord LLP provides legal services. The private company is based in Houston, TX.

TD Insurance, Inc. offers a full spectrum of personal insurance including auto, home, RV, motorcycle, valuable items, personal umbrella and other forms of personal property and casualty insurance protection. The company was founded in 1910 and is based in South Portland, ME.

Federal Home Loan Bank of Cincinnati provides financial services for residential housing and economic development. The company was founded in 1932 and is headquartered in Cincinnati, OH.

American Bankers Association, Inc. represents, assists and provides support services to banks of different sizes and charters. Its membership includes community, regional, and money center banks and holding companies, as well as savings associations, trust companies, and savings banks. The company was founded in 1875 and is headquartered in Washington, DC.

The Bank of Fayette County operates as a state chartered commercial bank. It offers deposits, loans and insurance services. The company was founded on April 26, 1905 and is headquartered in Collierville, TN.

Moscow Bancshares, Inc. operates as a bank holding company. The company was established in December 1983 and is headquartered in Moscow, TN.

McGriff Insurance Services, Inc. provides life, health, title, and business insurance brokerage services. It offers commercial and personal insurance products. The company was founded in 1922 and is headquartered in Raleigh, NC.

Lousiana Citizens Property Insurance Corp. operates as a state property and casualty insurance company. It provides insurance products for residential and commercial property applicants who are in good faith entitled, but unable, to procure insurance through the voluntary insurance marketplace. The company was founded on August 15, 2003 and is headquartered in Metairie, LA.

Part of Community Financial Insurance Center LLC, Troy & Montgomery Insurance provides insurance brokerage services. The company is based in Monroe, LA. Troy & Montgomery Insurance was acquired by Community Financial Insurance Center LLC on January 09, 2005.

TD Banknorth, Inc. provides banking and financial services. It also offers insurance, wealth management, merchant services, mortgage and government banking, private label credit cards, and other financial services. The company is headquartered in Portland, ME.

Summit Insurance Services LLC engages in the provision of insurance services. It offers employee benefits, individual coverage, property and casualty, commercial and business insurance, retirement programs and 401K, consulting services, and wellness programs. The company was founded in 2007 and is headquartered in Moorefield, WV.

Mascoma Bank provides investment advice services. It offers banking services including checking, savings, private banking, platinum passport club, CDs and IRAs, net teller demo, online and mobile banking services. The company was founded in 1988 and is headquartered in Hanover, NH.

American Modern Insurance Group, Inc. provides insurance coverage services to homes and vehicles. It delivers specialized products and services for residential property and the recreational market. The company was founded in 1965 and is headquartered in Amelia, OH.

Sandy Spring Insurance Corp. provides business, wealth and personal insurance products and services. The company was founded in 1943 and is headquartered in Baltimore, MD.

Comerica Bank & Trust, NA operates as a nationally chartered commercial bank. The company is headquartered in Ann Arbor, MI.

Dollar Bank provides banking services. It offers cash management, business financing, real estate lending, leasing and private banking services. The company was founded in 1855 by Charles Colton and is headquartered in Pittsburgh, PA.

US Premium Finance Service Co. LLC operates as a property and casuality insurance agency. The company was founded on January 2nd, 2015 and is headquartered in Norcross, GA.

Regions Insurance Group, Inc. provides insurance services. It offers employee benefits solutions; individual insurance plans, which include auto, life, home insurance solutions and mortgage protection insurance, as well as debt cancellation products. The company was founded in 1910 and is headquartered in Birmingham, AL.

Cxloyalty Group, Inc. develops and manages loyalty and customer engagement programs and solutions. It provides programs and solutions that enable companies to connect and engage with customers and strengthen and expand the value of customer relationships. The company was founded in 1973 and is headquartered in Stamford, CT.

Wilderness Inquiry, Inc. is a non-profit organization which operates multiday trips and offers daylong programs, training sessions and other events. It helps people from all walks of life to personally experience the natural world. The company was founded by Greg J. Lais in 1978 and is headquartered in Minneapolis, MN.

Catholic Charities of St. Paul and Minneapolis strengthens families and works to end poverty and homelessness in the Twin Cities. The company was founded in 1869 and is headquartered in Minneapolis, MN.

Key Insurance & Benefits Services, Inc. provides insurance services. The firm’s products include surety, financial institutions, executive/management liability, professional liability and personal insurance. The company is headquartered in Rochester, NY.

First Niagara Risk Management, Inc. provides insurance services. It offers property/casualty insurance, general & excess liability, commercial auto, umbrella, crime, employment practices liability, directors & officers liability, fiduciary liability, electronic data processing, errors & omissions, pollution liability, inland marine and ocean marine insurance services. The company was founded in 1968 and is headquartered in Buffalo, NY.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Part of Dai-ichi Life Holdings, Inc., Protective Life Insurance Co. of New York provides life insurance. The company is based in Melville, NY.

Community Financial Insurance Center LLC operates as an insurance agency. It was organized upon the concept of pooling funds in order to acquire insurance agencies for the purpose of providing insurance products to community bank customers. The company was founded in 2004 and is headquartered in Monroe, LA.

The American Academy of Actuaries provides leadership, objective expertise, and actuarial advice on risk and financial security issues to assist public policymakers on all levels. The private company is based in Washington and has subsidiaries in the United States. The academy also sets qualification, practice, and professionalism standards for actuaries credentialed by one or more of the five U.S.-based actuarial organizations.