| Name | Title | Contact Details |
|---|---|---|
Paul Edwards |
digital division VP | Profile |
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come. Kestra Holdings companies collectively oversee $122 billion in assets under administration (AUA) and support more than 2,400 independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Kestra Holdings is the direct or indirect parent company of Arden Trust Company, Bluespring Wealth Partners, LLC (including its investment adviser and wealth management firm subsidiaries), Kestra Investment Services, LLC, member FINRA/SIPC, Grove Point Investments, LCC, member FINRA/SIPC, as well as Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, Grove Point Advisor, LLC, and Kestra Institutional Services, LLC, all federally registered investment advisers.
Oxygen is a modern financial platform designed for the 21st-century economy, tailored to meet the unique needs of today`s consumers and small businesses (freelancers, solopreneurs and modern SMBs). We believe beauty lies in simplicity, from design to utility, and build our ever-growing product suite with this in mind. And we`re just getting started. At Oxygen, we`re focused on lifting up those who dare to push boundaries and redefine what`s possible by delivering on our promise to be a more fair financial partner. The next generation building the future is writing their own rules and shattering expectations. So are we. For those who reject the status quo, welcome to Banking for the Extraordinary.
Cannon Federal Credit Union is a Clovis, NM-based company in the Financial Services sector.
Founded in 1991, Meridian Capital Group is America`s most active dealmaker and one of the nation`s leading commercial real estate finance, investment sales and retail leasing advisors. In 2017, Meridian closed over 3,000 transactions across more than 200 unique lenders and sold nearly $1 billion in commercial property. Meridian represents many of the world`s leading real estate investors and developers and the company`s expansive platform has specialized practices for a broad array of property types, including office, retail, multifamily, hotel, mixed-use, industrial, and healthcare and senior housing properties. Meridian is headquartered in New York City with offices in New Jersey, Maryland, Illinois, Ohio, Florida and California.
Heritage Financial Services is a Norwood, MA-based company in the Financial Services sector.