| Name | Title | Contact Details |
|---|---|---|
Jon Labonite |
Senior Vice President of Human Resources, Operations, Risk Management and Information Technology | Profile |
Carlender Inc is a Miami, FL-based company in the Financial Services sector.
Heritage Trust Company is a Oklahoma City, OK-based company in the Financial Services sector.
CapAcuity stands apart from other companies in the executive benefits marketplace. With our team of experts, we bring a new perspective to the Executive Benefit Supply Chain. We ensure plan sponsors are taking full advantage of the latest tax, regulatory, investment, and pricing developments. We design and implement enhancements in investments, optimize funding, and negotiate vendor and product pricing. And we provide proactive management and oversight of these benefit plans going forward. The results can substantially improve financial results for plan sponsors, and enhance retirement outcomes for plan participants.
Meet Happy Money, we`re not just a business, we`re a movement, providing financial tools and services for human happiness, working outside of the Sad Money™ complex with an innovative business model that works for members. The category that needs a mission-based company the most – finance/banking – has none. It`s time to leave mindless capitalism behind and usher in a new world of more mindful capitalism. Our mission is helping borrowers become savers™. Our values of love, trust and hustle are our culture and they inspire us to deliver for our team, our members, our partners, our investors and society.
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.