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Charter Financial is a Newport Beach, CA-based company in the Financial Services sector.
Facet Wealth provides full financial life management, delivered by a dedicated team led by a CFP ® Professional, to mass affluent households.
People's Alliance Federal Credit Union is a Hauppauge, NY-based company in the Financial Services sector.
Kingsway America is one of the leading providers in Financial Services. It is based in Las Vegas, NV. To find more information about Kingsway America, please visit www.kingswayamerica.com
Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. Luma is an award-winning platform that has been used by broker dealers and their advisors nationwide for nearly a decade to more efficiently source, configure, compare and price structured products and annuities that meet their customer`s specific investment needs. Luma`s advisor-centric design, renowned education and training capabilities, fully customizable deployment and complete product lifecycle support help drive the further adoption and growth of the structured products and annuities market.