Shruti Miyashiro

BancTec, Inc. provides financial transaction automation and document management services for organizations seeking to drive efficiency in their financial and back-office processes. The company was founded on April 2, 1970 and is headquartered in Dallas, TX.

Pacific Mutual Holding Co. engages in the provision of insurance, financial services, and other investment-related businesses. It operates through the following segments: Life Insurance, Retirement Solutions, Aircraft Leasing, Reinsurance, and Corporate and Other. The Life Insurance segment includes universal life, indexed universal life, variable universal life, hybrid long term care, and term life insurance. The Retirement Solutions segment involves variable and fixed annuity products; mutual funds, and structured settlement and group retirement annuities which are offered through multiple distribution channels. The Aircraft Leasing segment offers aircraft leasing to the airline industry and provides brokerage and asset management services to other third parties. The Reinsurance segment provides reinsurance to insurance and annuity providers in the United Kingdom, Ireland, and Australia. The Corporate and Other segment consists of assets, liabilities, and activities which support the other operating segments of the firm. The company was founded in 1997 and is headquartered in Newport Beach, CA.

Highlands Ranch Community Association, Inc. provides community leadership, architectural control and covenant enforcement, and community operations services. The company was founded in September 1981 and is headquartered in Highlands Ranch, CO.

JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.

Branchpoint Technologies, Inc. provides health care services. It develops pressure management platforms for medical applications. The company was founded by Kevin Hughes and is headquartered in Irvine, CA.

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.

Pacific LifeCorp provides life insurance services and products. It also provides variable annuities and investment products. The company was founded in 1997 and is headquartered in Newport Beach, CA.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

Iron Triangle Payment Systems LLC provides transaction and payment processing services to both distribution partners and end-user clients. The company was founded by Tom A. Wimsett and Mark D. Schatz in 2003 and is headquartered in Louisville, KY.

Children's Hospital of Orange County provides medical care services for children. Its services include wellness and primary care, specialty services and mental health. The company was founded on October 5, 1964 and is headquartered in Orange, CA.

Angels Baseball LP operates a baseball sports club. The company was founded in 1961 and is headquartered in Anaheim, CA.

Hyundai Motor America, Inc. distributes motor cars and sport utility vehicles. Its division Hyundai Motor Finance provides financing for car buyers and for dealer inventory. The firm also operates water ports and inland processing facilities. The company was founded in 1985 and is headquartered in Fountain Valley, CA.

Ventura Foods LLC manufactures and distributes oil and shortening ingredients. Its products include dressings and mayonnaises; sauces; bases and gravy mixes; pan coatings; margarines, spreads, and butter blends; concessions. The company was founded in 1996 and is headquartered in Brea, CA.

The Wisconsin Credit Union League operates credit union. The company is founded in 2007 and is headquartered in Madison, WI.

United Way of Dane County, Inc. aims to improve lives and strengthen communities. It offers programs which cover the areas of education, healthcare, homelessness, domestic violence and aiding people with disabilities. The company was founded in 1922 and is headquartered in Madison, WI.

Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance).

Association for Financial Technology operates as a volunteer association of industry visionaries. The firm serves banks, credit unions, lenders and payment companies. The company was founded by John A. Williams in 1972 and is headquartered in Atlanta, GA.

Pacific Life Insurance Co. provides insurance products and service. It offers annuities, mutual funds to individuals, businesses and pension plans. The company was founded on May 9th 1868 and is headquartered in Newport Beach, CA.

Jack Henry Banking supports banks ranging from community banks to multi-billion dollar institutions with information processing solutions. The company was founded in 1976 and is headquartered in Monett, MO.

Word & Brown General Agency was founded by John M. Word and Edward J. Brown. The American company has been assisting brokers and agencies for more than 30 years in selling health, dental, and other insurance products, making the process easier for them. Jessica Word has been the CEO of the private company since 2000.

TierPoint LLC engages in the provision of connected data center and cloud solutions. It offers services relating to colocation, cloud platforms, network services, security and compliance, disaster recovery, consulting services, and managed services. The company was founded in July 2010 and is headquartered in St. Louis, MO.

CEO Coaching International LLC provides coaching and consulting services. It offers CEO and COO coaching and entrepreneur coaching services. The company was founded by Mark Moses and is headquartered in Newport Beach, CA.

The University of Wisconsin Credit Union operates as a state chartered credit union. The private company is based in Madison, WI. Paul Kundert has been the CEO of the company since 2003.

Five Point Communities Management, Inc. provides real estate services. The company was founded by Emile Haddad and is headquartered in Aliso Viejo, CA.

Orange County United Way engages in providing health, education, income and housing services. It specializes in mobilizing, fundraising, advocating, volunteering and financial stability. The company was founded in 1924 and is headquartered in Irvine, CA.