| Name | Title | Contact Details |
|---|---|---|
Jonathan Roy |
SVP, Treasurer and Chief Financial Officer | Profile |
American Independence Mortgage Company is a Chadds Ford, PA-based company in the Financial Services sector.
Crystal Lake Bank is a Crystal Lake, IL-based company in the Financial Services sector.
The Royal Automobile Club of Queensland (RACQ) is Queenslands largest mutual organisation, meaning it exists entirely for the benefit of its members and the communities in which they live. Established in 1905 as an advocate for the rights of motorists, RACQ has evolved over 117 years into a multidimensional organisation providing services and products in a range of areas including motoring, insurance, banking and travel. Employing more than 2200 people state-wide across more than 50 locations, RACQ is committed to being a club for all Queenslanders. That commitment extends beyond the business lines of banking, insurance and assistance – the Club also supports the Queensland community through our iconic annual car enthusiast event, MotorFest, major sponsorships including the RACQ Choppers and Rescue Network and Ekka presented by RACQ, and grassroots sponsorships via our Local Giving program. Whether its delivering road safety and financial literacy education in classrooms, advocating for motorists and consumers, sponsoring community organisations or helping Queenslanders get back on their feet through the RACQ Foundation, the Club has an unwavering focus on staying true to its purpose – to make a positive difference to the lives of its members, now and into the future. Access information relating to our complaints process here: http://racq.com/feedback.
Community National Bank IA is a Waterloo, IA-based company in the Financial Services sector.
Allworth Financial is an independent wealth management firm based in Sacramento, founded in 1993. The firm offers comprehensive financial planning and investment management services, managing approximately $16 billion in assets for over 22,000 clients across 33 offices nationwide. Their services include retirement planning, investment management, estate planning, tax guidance, and insurance planning. Allworth Financial also provides 401(k) plan management for businesses, operating under a fiduciary model that prioritizes client interests. The firm has grown through strategic mergers, including a notable merger with Simply Money Advisors in 2018, and has received industry recognition, including being named a top 50 national RIA by Barron’s. Allworth Financial focuses on transparency and personalized planning, utilizing advanced tools to enhance wealth management. Their "Allworth Advantage" framework integrates various financial strategies, supported by a team of dedicated advisors, including tax and estate planning experts.