Holly Morris

Highland Capital Brokerage, Inc. provides insurance brokerage services and investment services. Its services include annuities, premium financing, retirement planning, insurance planning, wealth transfer, business succession, and foreign national. The company was founded in 1991 and is headquartered in Birmingham, AL.

Thrivent Financial for Lutherans operates as a not-for-profit membership organization of Christians, which engages in the provision of investment advisory services. It offers life insurance, annuities and mutual funds, student and educational resources, charitable planning, and trust services. The company was founded in June 2001 and is headquartered in Minneapolis, MN.

Part of ING Groep NV, ING North America is a company that provides brokerage services. The company is based in Amsterdam, NH.

Live, Give, Save, Inc. is a financial technology company. It integrates budgeting, savings, investment, and giving in an all-in-one financial application that enables anyone to use everyday purchases to increase savings as well as give to causes. The company was founded by Susan Langer and Ajay Nair in 2016 and is headquartered in Red Wing, MN.