Caren Leslie Coleman

Transamerica Financial Advisors, Inc. (TFA) is a dually registered investment advisor and broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1991 and is directly owned by AUSA Holding LLC, ultimately held by AEGON NV (NYSE: AEG, AMS: AGN), an international life insurance, pensions and asset management company based in The Netherlands. TFA provides investment advisory services to individuals, employer retirement plans, corporations or other businesses, trusts, estates and charitable organizations.

Amerex Energy Services, Inc. provides financial brokerage services. It operates physical and financial natural gas markets in the United States and Canada. The firm's natural gas markets offer traded instruments such as basis, fixed price, index and swing swaps. The company was founded in 19 78 and is headquartered in Sugar Land, TX.

Part of Advantage Energy Ltd., Advantage Investment Management Ltd. is a Canadian company that manages funds and provides financial advice. Advantage Investment Management was acquired by Advantage Energy Income Fund on April 25, 2006 for $38.80 million.

Mojo Coffee LLC engages in the sale of coffee and other beverages. The company was founded in 2015 and is headquartered in Burnet, TX.

Jackson National Life Insurance Co. engages in the provision of retirement fund management and life insurance services. Its products include variable and fixed index annuities. The company was founded in 1961 and is headquartered in Lansing, MI.

AdvisorNet Financial, Inc. (AdvisorNet) is a SEC-registered investment adviser and holding firm headquartered in Minnetonka, Minnesota. The firm was founded in 1959 and do-business-as AdvisorNet Wealth Partners. AdvisorNet offers investment management services to individuals, trusts and for-profit and non-profit business entities.

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.

H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX.

Part of Citizens Financial Group, Inc. (Rhode Island), Investors Financial Group, Inc. is a company that provides securities brokerage/dealership services. The company is based in Atlanta, GA. Investors Financial Group was acquired by ING North America on October 21, 1998.

Jackson National Life Distributors, Inc. distributes life insurance products. It wholesales and distributes retail products including variable, fixed index annuities, and mutual funds to independent and regional broker-dealers, independent agents, and financial institutions. It is a subsidiary of Jackson National Life Insurance Co. The company is headquartered in Denver, CO.

National Planning Holdings LLC operates as a broker-dealer holding firm. Its solutions include practice management, WealthONE, and advisor dashboard. The company is headquartered in El Segundo, CA.

Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories.

Trelleborg Pipe Seals Milford, Inc. designs and manufactures sanitary equipment. Its products and solutions include sealing systems for sewer, stormwater, and potable water pipes, couplings, sectional pipe repair, manhole coring and ancillary equipment, technical equipment for pipe rehabilitation, resin systems, connector sealing systems, lateral connection repair, and glass fibre mats. The company was founded in 1972 and is headquartered in Milford, NH.

Part of MetLife, Inc., Security First Group, Inc. markets and distributes fixed and variable annuity contracts. Security First Group was acquired by Metropolitan Life Insurance Co. from London Insurance Group, Inc. on October 30, 1997 for $377 million.

Transamerica Financial Life Insurance Co. provides insurance services. The company is headquartered in Harrison, NY.

Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors.

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.