James B. Eberhardt

PracticeWorks, Inc. provides practice management software solutions for dental, orthodontic, oral and maxillofacial surgery providers. It provides dental radiology equipment. The company offers electronic claims processing, Web site hosting, and procurement services. PracticeWorks was founded in August, 2000 and is headquartered in Atlanta, GA.

ExpertPlan, Inc. provides private label recordkeeping solutions. The firm offers retirement plan solutions and services for companies and organizations. Its services include consulting services, cash balance retirement plans, defined benefit plans, and defined benefit/defined contribution combination plans; retirement plan management, administration, and compliance services. The company was founded by Winthrop Cody in 1999 and is headquartered in East Windsor, NJ.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

Aspire Financial Services LLC provides retirement plan solutions to small and medium sized businesses, organizations, and government entities. It leverages its proprietary technology platform to offer services to plan sponsors, third party administrators, and advisors through a web interface containing research, tools, and access to investment products. The company was founded by James J. Olson, Manish Gupta and Michael A. Gottfried in 2002 and is headquartered in Tampa, FL.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Voya Institutional Plan Services LLC provides retirement plans and insurance services. It offers investment advisory, broker-dealer and transfer agency services. The company is headquartered in Windsor, CT.

Based in West Hartford, Connecticut, Aetna Capital Management LLC manages alternative assets for Aetna Insurance Co., a subsidiary of Aetna, Inc. (NYSE: AET).

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

San Diego Pension Consultants, Inc. provides retirement plan services. The firm offers plan optimization consulting, confirmation of employee eligibility and vesting, highly compensated employee and key employee determination and trust reconciliation services. The company is headquartered in San Diego, CA.

CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA.

The American Society of Pension Professionals & Actuaries operates as an association for career retirement and pension plan professionals. It offers examination-based professional credentials. The company was founded by Carl Duncan in 1966 and is headquartered in Arlington, VA.

Part of Prime Pensions, Inc., Associated Pension Consultants, Inc. provides retirement plan, compliance and administration services. The company is based in Chico, CA. The company was founded in 1974. Associated Pension Consultants was acquired by Prime Pensions, Inc. on September 13, 2022.

Lifehelp provides insurance agency services.

Spectrum Pension Consultants, Inc. provides professional services to employers sponsoring retirement, deferred compensation, and other employee benefit plans for organization. Its services include management consulting and advice, benefit plan management and administration, employee communication and education, and individual retirement arrangements. The company was founded in 1978 and is headquartered in Tacoma, WA.

Axos Bank provides consumer and wholesale banking services through online. Its brands include Bank of Internet USA, UFB direct, bank X, netbank and apartment bank. It offers premier online banking and financial services including business banking, home loans, commercial and industrial lending. The company was founded by Jerry L. Englert and Gary Lewis Evans in 1999 and is headquartered in San Diego, CA.

GROUPIRA, Inc. is a financial technology company based in Tacoma, WA. GROUPIRA's individual retirement account technology program and order routing system allows its members and their investment advisers to invest better for their future. GROUPIRA, Inc. is dedicated to bringing the advantages of 401 (k) plans to IRA investors and has been incorporated since 2011. Tens of thousands of individuals and their investment professionals utilize GROUPIRA's technology program and order routing system to invest better through their IRAs. The company was founded by Petros P. Koumantaros and Yannis P. Koumantaros.

Safe in Sound Hearing LLC provides hearing aid aftercare services to ensure that devices are well-maintained. Safe in Sound Hearing is based in Phoenix, AZ. The private company offers a free aftercare program that includes adjustments, cleaning, and more. Additionally, the company provides information about Meniere's disease, a chronic inner ear disease, including its causes and symptoms. The company was founded in 2017 by Bob Barber and Ken Dahlberg. The CEO is Robert T. Hickman.