Geoff Keeling

Part of NFP Holdings LLC, NFP Retirement, Inc. is a company that offers game-changing solutions for businesses to factor in all the considerations of employee and compliance needs. The company is based in Aliso Viejo, CA and was founded in 2000. The company provides provider searches and fee benchmarks as cornerstones of their service model, using an RFP approach to ensure that apples-to-apples comparisons are used.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

flexPATH Strategies LLC (flexPATH) is a registered independent investment adviser headquartered in Aliso Viejo, California. The firm was founded in 2015 and do-business-as fiduciaryPATH Advisors. flexPATH creates and manages customized investment solutions for retirement plan fiduciaries and their employees.

CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.