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OakStar Bank strives to prove each day that banking can and should be a joyful and fun experience. By creating a unique work culture that is rooted and cultivated throughout every aspect of the bank, OakStar team members love what they do, love the people they work with, and love serving the community. The banks commitment to their values and their culture has resulted in the creation of a uniquely new banking experience that is comfortable, warm, and completely relationship based… ultimately a place where customers look forward to going. OakStar Banks passion is to create a positive difference for its customers and leave a long-lasting legacy in the community.
Pinion is a business advisory provider, ‘U.S. Top 100 accounting firm, and global leader in food and agriculture consulting. With roots dating back to 1932, the firm has expanded upon traditional tax and accounting services to deliver increased value and growth for clients through its specialized advisory in the areas of sustainability, government affairs, farm programs, land/water management, financial management, succession planning, and business strategy – to name a few. Pinion provides insight and solutions for food and agriculture, biofuels, and manufacturing industries, as well as regionally-focused businesses. The firm serves domestic and international clientele from locations spanning the United States, Australia, and globally through partners and affiliates. Visit www.pinionglobal.com. *Attest services provided by KCoe Isom, LLP, a licensed CPA firm.
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
First Pacific Bank is a growing community bank catering to individuals, professionals, and small-to-medium sized businesses throughout Southern California. With a history that spans 17 years, the bank offers a personalized approach, access to decision makers, a broad range of solutions, and a commitment to delivering an exceptional customer experience. First Pacific Bank operates locations in Los Angeles County, Orange County, San Diego County, and the Inland Empire. For more information, visit firstpacbank.com or call 562.947.1920.
A top 20 U.S. insurance brokerage headquartered in Lindon, Utah, Trucordia, formerly PCF Insurance Services, offers a broad array of commercial and personal lines, life and health, employee benefits, and workers compensation insurance solutions. Trucordia is an integrated organization united by a passion to deliver extraordinary opportunities and exceptional experiences for its clients, partners and each other. With more than 5,000 employees across the U.S., Trucordia is a notable leader in the insurance brokerage space, ranking #19 on Business Insurances 2024 Top 100 Brokers and #13 on Insurance Journals 2024 Top Property/Casualty Agencies.