Will Fuller

Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.

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.

Lincoln Financial Advisors Corp. provides financial planning services. It offers life insurance, annuities, retirement products, mutual funds and college savings products. The company is headquartered in Fort Wayne, IN.

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

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

Transamerica Financial Life Insurance Co. provides insurance services. The company is headquartered in Harrison, NY.

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.