Julie Roper

Ministry Partners Investment Co. LLC is a credit union service organization and a non-bank financial services company, which engages in the provision of ministries with Biblically based, value-driven financial services, and by funding services to the credit unions who serve ministries. It operates through the following segments: Finance Company, Broker Dealer, and Other Segments. The Finance Company segment uses funds from the sale of debt securities, operations, and loan participations to originate or purchase mortgage loans. The Broker Dealer segment include fee income by selling debt securities and other investment products, as well as providing investment advisory services. The company was founded in 1991 and is headquartered in Brea, CA.

Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund.

Part of Valley View Bancshares, Inc., Bankers & Investors Co. is a company that provides investment advice. The company is based in Kansas City, KS.

Pacific Life & Annuity Co. provides life insurance, annuities, structured settlement annuities and other investment products and services for individuals and businesses. It also offers wealth preservation, retirement income, income for life, investment products and services, mutual funds, annuities, life insurance, financial protection, and wealth accumulation. The company is headquartered in Newport Beach, CA.

Sammons Securities Co. LLC is a private company based in Ann Arbor, MI.

NEXT Financial Holdings, Inc. provides investment management and brokerage services for professionals in the financial industry. It focuses on retirees and baby boomers. The company was founded by David Lee Holtz and is headquartered in Houston, TX.

Ministry Partners Securities LLC is a private company based in Fresno, CA. Darren Thompson has been the CEO of the company since 2023.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

CopperPoint Insurance Co. engages in provision of mutual commercial lines insurance services. It offers workers' compensation insurance, as well as business insurance products including property and casualty coverage in the state of Arizona. The company was founded in 1925 and is headquartered in Phoenix, AZ.

New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY.

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.

Tokio Marine Specialty Insurance Co. provides commercial insurance products. It offers excess and surplus lines commercial insurance protection to specialized industries, such as contracting, environmental, hospitality, manufacturing, real estate, and retail. The company is headquartered in Bala Cynwyd, PA.

The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.

Horace Mann Insurance Co. is engaged in the provision of insurance services. Its services include property and casualty and business and commercial inmsurance services, and health and life financial solutions. The company was founded in 1945 and is headquartered in Springfield, Illinois.

The CPCU Society is a community for risk management and insurance professionals. The society is based in Malvern, PA. The society provides exclusive networking, knowledge, leadership opportunities, and career resources to its members. The society hosts an annual event called In2Risk, which focuses on emerging issues, industry trends, leadership development, and networking.

Economic Development Corp. provides financial and investment services. The private company is based in Trenton, NJ. The CEO of the company is Katrina Smith.

The National Association of Health Underwriters operates a health underwriters association. The non-profit company is based in Arlington, VA and has subsidiaries in the United States. The CEO of the company is Janet Trautwein.

Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.

The Kansas Chamber of Commerce is a chamber of commerce organization. The non-profit company is based in Topeka, KS.

Part of Finseca, National Association of Independent Life Brokerage Agencies operates a national association of life, health, and annuity insurance distributors. The company is based in Fairfax, VA. National Association of Independent Life Brokerage Agencies was acquired by Finseca on May 20, 2022. Dan LaBert has been the CEO of the company since 2017.

Community Associations Institute provides information and education services for community associations and homeowners. The firm specializes in condominium, homeowners association, education, training, community management, professional development, designations and certifications, CAI, community association and credentials. The company was founded in 1973 and is headquartered in Alexandria, VA.

Paxen LLC provides outcome-based educational programs. It specializes in developing and delivering training programs that build academic, life, and employability skills for at-risk youth and out-of-work adults. The company was founded in 1984 and is headquartered in Melbourne, FL.

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.

Advisors Excel LLC provides insurance marketing services. It provides access to proprietary products, unparalleled training, proven marketing and lead generation support. The company was founded in 2005 by Cody Foster, David Callanan and Derek Thompson and is headquartered in Topeka, KS.

Global Financial Private Client LLC is a financial private client wealth management company that offers an array of services, including tax mitigation, asset protection, wealth management, lifestyle services, and cash flow analysis. The company is based in Sarasota, FL. The company aims to redefine and reinvent the role of financial adviser and improve the relationship between client and adviser for a stronger bond and more personal and productive future.

Kessler Financial Services LP provides financial services. It offers M&A advisory, marketing and consulting, partnership, credit card consulting and capital service. The company serves the affinity, co-brand, financial institution and credit union and retail industries. The company was founded by Howard J. Kessler in 1979 and is headquartered in Boston, MA.

Professional Association of Customer Engagement provides omni-channel customer engagement solutions for marketing, customer service, and compliance. It offers programs and trainings to its members through partnerships, advocacy, compliance, and education. The company was founded in 2003 and is headquartered in Avon, IN.