David Schulz

Transamerica Corp. provides financial planning and insurance services. It offers life insurance, long term care, dental insurance, medicare solutions, commercial lending, retirement planning, leasing, annuities, and real estate services. The company was founded by Amadeo P. Giannini in 1904 and is headquartered in Cedar Rapids, IA.

LL Global, Inc. is a private company based in Windsor, CT. LL Global is the home of limra.com, which provides information and research to the insurance and financial services industry. The CEO of the company is David N. Levenson.

Part of Aegon NV, Commonwealth General Corp. is a private company based in Cedar Rapids, IA.

Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The private company is based in Philadelphia, PA.

Woods Hole Oceanographic Institution engages in the provision of marine research, engineering, and higher education services. It offers services which include understanding the area of research, program and projects, facilities and services, data and repositories, and MBLWHOI library. The company was founded on January 6, 1930 and is headquartered in Woods Hole, MA.

Transamerica Retirement Solutions Corp. provide investment advisory services. It offers fund selection, streamlines diversification, and fund revenue equalization. The company was founded in 1958 and is headquartered in Harrison, NY.

Transamerica Life Insurance Co. (Investment Portfolio) (Transamerica-IP) is the investment portfolio division Transamerica Life Insurance Co., an insurance company headquartered in Cedar Rapids, Iowa. The firm is a subsidiary of Commonwealth General Corp., which is ultimately owned by Aegon NV (AMS: AGN) in The Netherlands. Transamerica-IP offers a diverse array of mutual funds that aim to provide confidence in any market environment.

The American Council of Life Insurers (ACLI) is a non-profit organization that has been delivering financial security to families for over 175 years. ACLI is based in Washington, and Susan K. Neely has been the CEO of the private company since 2018. With over 90 million families relying on their life insurance and financial protection products, ACLI's fundamental mission is to safeguard people and the things that matter most to them. The organization advocates for public policies that protect consumers while ensuring families have access to information about different choices for retirement security.

Solomon Smith Barney, Inc. provides security and commodity brokerage services. The private company is based in New York, NY.

Morgan Stanley & Co. Ltd. provides wealth management, investment banking, and other financial services. The company founded on September 15, 1987 and is headquartered in London, the United Kingdom.

Economy League of Greater Philadelphia is a non-profit organization that provides research and analysis of challenges and opportunities in Greater Philadelphia. It offers education and talent development, business growth, and infrastructure. The company was founded in 1909 and is headquartered in Philadelphia, PA.

Philabundance provides food services to the community. The company was founded in 1984 by Pamela Rainey Lawler and is headquartered in Philadelphia, PA.

Everence Capital Management, Inc. (Everence) is an insurance firm and SEC-registered investment advisor headquartered in Goshen, Indiana. The firm was founded by the Mennonite Church in 1945 as MMA Capital Management. They are a subsidiary of Everence Holdings, Inc., which is owned by Everence Association, Inc., a fraternal benefit society. Everence provides portfolio management services to the Praxis Mutual Funds.

The Penn Mutual Life Insurance Co. provides life insurance services. It offers term life, major medical, annuities, disability, long term care, and consultancy services to trades unions, individuals, and business marketplace. The company was founded in 1847 and is headquartered in Horsham, PA.

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.

United Fire & Casualty Co. engages in the business of writing property and casualty insurance and life insurance and selling annuities through a network of independent agencies. The company operates through following business segments: Property and Casualty Insurance, and Life Insurance. The Property and Casualty Insurance segment includes commercial lines insurance, including surety bonds, personal lines insurance and assumed insurance. The Life Insurance segment is comprised of deferred and immediate annuities, universal life insurance products and traditional life insurance products. The company was founded in 1946 and is headquartered in Cedar Rapids, IA.

Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors.

Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY.

Part of Aegon NV, Transamerica Affinity Services, Inc. provides agriculture insurance services. The private company is based in Cedar Rapids, IA. The CEO of the company is Will H. Fuller.

Transamerica Advisors Life Insurance Company of New York provides life insurance services. It operates business through two segments: annuity and life insurance. The annuity segment consists of variable annuity and interest-sensitive annuity contracts. The life insurance segment consists of variable life insurance and interest-sensitive life insurance contracts. The company was founded in 1973 and is headquartered in Harrison, NY.

Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.

Part of The Hartford Financial Services Group, Inc., Hartford Investment Financial Services LLC provides fund management services. The private company is based in Simsbury, CT. The CEOs of the company are Robert Michael Arena, James Edward Davey.

Part of American International Group, Inc., The Variable Annuity Life Insurance Co. is a financial services company that believes in providing financial security to everyone. The private company is based in Houston, TX. The company works towards enabling people to take action in their financial lives, bridging the gap between planning and outcomes, and fulfilling today's financial needs to achieve tomorrow's aspirations. The company was founded in 1960. The CEO is Bruce Robert Abrams.