| Name | Title | Contact Details |
|---|---|---|
David Benedi |
VP Product & Core Banking Systems | Profile |
Virginia Ossorio |
V.P. Treasury/Structured Products | Profile |
Community Guaranty Savings Bank is a Plymouth, NH-based company in the Financial Services sector.
Palco, Inc. is a minority-owned and women-led company that specializes in Vendor Fiscal/Employer Agent (VF/EA) Financial Management Services (FMS) and home and community-based services. Founded in 1998, Palco serves over 10,000 clients across nine states, focusing on participant-directed care programs for older adults, individuals with disabilities, and veterans. The company empowers consumers to exercise choice and control over their in-home care. Palcos core services include managing fiscal and employer agent responsibilities, care coordination, information and assistance, and skills training. The company pioneered the self-directed services model and became the F/EA FMS entity for the Veterans-directed Home and Community-based Services program in 2009. Palcos leadership team has extensive expertise in community involvement, policy, business development, and technology, ensuring high-quality, person-centered service delivery. The company is committed to accountability, choice, and quality in consumer-directed care, supporting individuals to live independently with dignity.
Cedar Stone Bank is a Lebanon, TN-based company in the Financial Services sector.
Pioneer National Bank is a Duluth, MN-based company in the Financial Services sector.
Root Financial is a fiduciary, fee-only financial advisory firm based in San Diego, CA, specializing in comprehensive retirement planning and wealth management. The firm serves clients nationwide through remote advisory services, focusing on personalized strategies that align finances with clients life goals. Their unique approach, known as the Sequoia System, emphasizes understanding clients core motivations to create tailored financial plans. The firm offers a range of services, including retirement planning, investment management, tax planning, estate planning, insurance reviews, and cash flow planning. Root Financial employs a team of certified professionals, including CFP® practitioners and CPAs, and manages nearly $1 billion in assets. Their client-centric philosophy prioritizes transparency and long-term financial well-being, ensuring clients receive comprehensive support across various financial needs.