Kimberly Hillyer

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

OnePak, Inc. engages in cloud-based aggregation and integration of logistics services to facilitate equipment returns. It also provides handling, packing, tracking, and reporting for: leasing companies, equipment lessees, remarketers and recyclers, and anyone who needs to ship something back. The company was founded by Steven V. Andon and Charles A. Andon on March 30, 2005 and is headquartered in Boston, MA.

Prosper Marketplace, Inc. operates as a holding company with interest in operating a peer-to-peer online credit platform. The firm through its subsidiary Proper Funding operates an online marketplace that permits the lender members to bid on loan listings and purchases. It handles the funding and servicing of the loan on behalf of the matched borrowers and investors. The company was founded by Christian A. Larsen and John B. Witchel on March 22, 2005 and is headquartered in San Francisco, CA.

Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA.

Fidelity Security Life Insurance Co. provides insurance brokerage services. It offers its products through a network of distributors, agents, brokers, reinsurers, providers, administrators, and other carriers. The company was founded in 1969 and is headquartered in Kansas City, MO.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

McKinsey & Co., Inc. is an American company that provides management consulting services. The private company is based in California.

Excite at Home Corp. provides voice, data, and video telecommunication services. The company provides Internet access over cable lines. It is headquartered in Redwood City, CA

Cboe Exchange, Inc. provides options exchange services. It trades equity options, security index options, options on exchange traded notes and products, binary options, one-week and quarterly options, long-term equity anticipation securities options, and flexible exchange options. The firm also provides information on various stock and options trading strategies, options trading tools, stock and option quotes and data; and options information and education. Additionally, they offer access to product information, conference notices, portfolio management tools, and educational materials for institutional investors and products and strategies for advisors to protect client’s portfolios. The company was founded in 1973 and is headquartered in Chicago, IL.

Part of National Bank of Canada, TD Waterhouse Institutional Services is a Canadian company that provides custody, trading, clearing, settlement, and record keeping solutions for portfolio managers. The company is located in Canada. TD Waterhouse Institutional Services was acquired by National Bank of Canada from The Toronto-Dominion Bank on November 12, 2013 for $243.18 million.

UMB Bank, NA engages in provision of banking and financial services. It offers private wealth management, commercial, personal and business banking services. Its services include credit cards, overdraft enrollment, mortgages, loan calculator, investment tools, podcasts, and health savings accounts. The company was founded on August 28, 1902 and is headquartered in Kansas City, MO.

MRIGlobal operates research and development organizations. The firm's programs include environmental research, health, pharmaceutical product development, agriculture & food safety, and national security, defense & energy. The company was founded in 1944 and headquartered in Kansas City, MO.

Transamerica Corp. provides financial planning and insurance services. It offers life insurance, long term care, dental insurance, medicare solutions, commercial lending, retirement planning, leasing, annuities, and real estate services. The company was founded by Amadeo P. Giannini in 1904 and is headquartered in Cedar Rapids, IA.

Transamerica Finance Corp. engages in the provision of investment and financial services. It offers life insurance, pension, and leasing. The company is headquartered in Rosemont, IL.

First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses.

Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV.