Peter Siple

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.

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.

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

American Riviera Bank engages in the provision of community banking services, with a focus on serving the lending and deposit needs of businesses and consumers. It operates through the following segments: Commercial, Real Estate-Commercial, Real Estate-Residential, Construction, and Consumer and Other. The Commercial segment includes commercial and industrial loans. The Real Estate-Commercial segment consists of real estate mortgage loans. The Real Estate-Residential segment covers single family residential real estate and home equity lines of credit. The Construction segment consists of construction and land loans. The Consumer and Other segment consists of loans to individuals, including installment loans, revolving lines of credit, and term loans. The company was founded on July 18, 2006 and is headquartered in Santa Barbara, CA.

Part of First Western Financial, Inc., Reber/Russell Co. is a company that provides investment advisory services. The company is based in Denver, CO. Reber/Russell was acquired by First Western Financial, Inc. on September 29, 2006.

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.

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.

Institute of Management Accountants, Inc. provides accountants and financial services. The company was founded in 1919 and is headquartered in Montvale, NJ.

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.

Girls, Inc. of Greater Santa Barbara operates as a nonprofit organization. It provides educational programs and enrichment activities for women. Its programs include after-school, summer camp, and gymnastics. The company was founded on March 17, 1958 and is headquartered in Santa Barbara, CA.

The National Institute of Pension Administrators operates as a trade association. The private company is based in Chicago, IL.

Rotary Foundation of Rotary International offers health improvement and education support. The firm leads the charge on campaigns such as eradicating polio and promoting peace. It was founded in 1947 and is headquartered in Evanston, IL.

AAPLE Foundation provides educational services. It provides sustained involvement in leadership and service based opportunities that mutually benefit students and the community. The company is headquartered in Santa Barbara, CA.

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.