Tracey Giarla Eisman

Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Part of The Church of Jesus Christ of Latter-Day Saints, Beneficial Life Insurance Co. is an American life insurance company.

FirstWest Benefit Solutions provides employee benefit services ranging from health insurance to 401K retirement plans. The private company is based in Orem, UT.

Businessolver.com, Inc. provides market-changing benefits administration technology support services. Its products and services include benefits administration, which includes enrolment and eligibility, billing and financial reporting, total population health management and benefits reporting and analytics; and core product services which includes employee services, service center, COBRA services and flex spending administration. The company was founded by Jon Shanahan and Sean Patrick McMurray in 1998 and is headquartered in West Des Moines, IA.