Lisa Mitaux

Pacific Mutual Holding Co. engages in the provision of insurance, financial services, and other investment-related businesses. It operates through the following segments: Life Insurance, Retirement Solutions, Aircraft Leasing, Reinsurance, and Corporate and Other. The Life Insurance segment includes universal life, indexed universal life, variable universal life, hybrid long term care, and term life insurance. The Retirement Solutions segment involves variable and fixed annuity products; mutual funds, and structured settlement and group retirement annuities which are offered through multiple distribution channels. The Aircraft Leasing segment offers aircraft leasing to the airline industry and provides brokerage and asset management services to other third parties. The Reinsurance segment provides reinsurance to insurance and annuity providers in the United Kingdom, Ireland, and Australia. The Corporate and Other segment consists of assets, liabilities, and activities which support the other operating segments of the firm. The company was founded in 1997 and is headquartered in Newport Beach, CA.

Highlands Ranch Community Association, Inc. provides community leadership, architectural control and covenant enforcement, and community operations services. The company was founded in September 1981 and is headquartered in Highlands Ranch, CO.

JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.

Branchpoint Technologies, Inc. provides health care services. It develops pressure management platforms for medical applications. The company was founded by Kevin Hughes and is headquartered in Irvine, CA.

Rachio, Inc. provides water sprinkler controller technology solutions. Its mobile application enables homeowners to activate and deactivate water sprinklers even when they are not at home. The company was founded by Franz Garsombke and Chris Klein and is headquartered in Denver, CO.

Pacific LifeCorp provides life insurance services and products. It also provides variable annuities and investment products. The company was founded in 1997 and is headquartered in Newport Beach, CA.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Digital Federal Credit Union operates as a financial cooperative society, it offers deposits & lending, savings, checking, money market, insurance, e-service, saving, and IRA accounts services. It has branch in Massachusetts and New Hampshire. The company was founded in 1979 and is headquartered in Marlborough, MA.

Children's Hospital of Orange County provides medical care services for children. Its services include wellness and primary care, specialty services and mental health. The company was founded on October 5, 1964 and is headquartered in Orange, CA.

Ozark Fluorine Specialties, Inc. produces fluorine chemicals. It customers include the dentifrice, grease and research labs industries. The company was founded in 1924 and is headquartered in Folcroft, PA.

Hyundai Motor America, Inc. distributes motor cars and sport utility vehicles. Its division Hyundai Motor Finance provides financing for car buyers and for dealer inventory. The firm also operates water ports and inland processing facilities. The company was founded in 1985 and is headquartered in Fountain Valley, CA.

Retriev Technologies, Inc. recycles lithium batteries. It produces inorganic fluorine chemical products for use in the lubricating and grease industries. The company has offices in Trail, Columbus, Tulsa, Oakridge and Gainesville. It was founded in May 1984 by William J. McLaughlin and is headquartered in Lancaster, OH.

Ventura Foods LLC manufactures and distributes oil and shortening ingredients. Its products include dressings and mayonnaises; sauces; bases and gravy mixes; pan coatings; margarines, spreads, and butter blends; concessions. The company was founded in 1996 and is headquartered in Brea, CA.

The Philadelphia Phillies operates as a baseball club. The firm offers baseball event, family entertainment and baseball tournaments. The company was founded in 1883 by Steve Carlton and is headquartered in Philadelphia, PA.

Federal Home Loan Bank of San Francisco provides financing, community development grants and other banking services. Its services include grant programs such as affordable housing program, wish program, credit programs like community investment programs and community works. The company is headquartered in San Francisco, CA.

Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance).

TierPoint LLC engages in the provision of connected data center and cloud solutions. It offers services relating to colocation, cloud platforms, network services, security and compliance, disaster recovery, consulting services, and managed services. The company was founded in July 2010 and is headquartered in St. Louis, MO.

Word & Brown General Agency was founded by John M. Word and Edward J. Brown. The American company has been assisting brokers and agencies for more than 30 years in selling health, dental, and other insurance products, making the process easier for them. Jessica Word has been the CEO of the private company since 2000.

Pacific Life Insurance Co. provides insurance products and service. It offers annuities, mutual funds to individuals, businesses and pension plans. The company was founded on May 9th 1868 and is headquartered in Newport Beach, CA.

Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs.

CEO Coaching International LLC provides coaching and consulting services. It offers CEO and COO coaching and entrepreneur coaching services. The company was founded by Mark Moses and is headquartered in Newport Beach, CA.

CU Cooperative Systems, Inc. provides electronic fund transfer network services. It offers payment processing services, such as debit analytics and rewards, fraud and risk management, member support, alternative payments, and transaction processing, credit performance and usage, fraud and risk management, client support, and transaction processing, ATM processing, innovations, and managed services. The firm provides E-commerce solutions, such as mobile banking access, check imaging, and online services; and call center services, including member, lending, and outbound call services. The company was founded in October 1981 and is headquartered in Rancho Cucamonga, CA.

Filene Research Institute provides scientific analysis about issues affecting the future of consumer finance and credit union. The private company is based in Madison.

Pasadena Federal Credit Union is a federally chartered credit union. The private company is based in Pasadena, CA.

Orange County's Credit Union offers a range of financial services, including checking and savings accounts, mobile banking, retirement accounts, and various loan options, such as auto, small business, and home loans. The private company is based in Santa Ana, CA. The company also provides credit cards with features like a competitive low rate and no annual fee. Membership is open to individuals who live or work in certain counties in California. Kathy Jumper has been the CEO of the company since 2023.