- Advisor Group
- AIG Advisor Group
- Aim Distribution
- Alliance of Chief Executives
- Allianz
- Allstate Insurance
- American Bankers Association
- American Express
- American Society of Aging
- Artistocrat Leisure
- Asset International
- Asset Mark
- BAM Advisor Services
- Bank of America Merrill Lynch
- Benefits Canada
- Blue Cross Blue Shield
- B.T. Alex Brown
- Callan and Associates
- Charles Schwab Choice Hotels
- CIGNA
- Cognizant Technologies
- Coldwell Banker
- Community Hospital of the Monterey Peninsula
- Coca-Cola USA
- CUSO Financial Services, L.P.
- Direct Marketing Association
- Equitable
- Federal Home Loan Bank of Des Moines
- Fidelity Investments
- Financial Advisor Magazine
- First Allied
- Florida Bankers Association
- Florida Public Pension Trustees Association
- Genworth Financial
- General Motors
- GlaxoSmithKline
- Global Retail Marketing Association
- Global Women’s Leadership Network
- Harris Methodist Health Services
- Hartford Life
- Hightower
- Housing Washington
- Illinois Association of HMO’s
- ING
- Institute of Real Estate Management
- International Cemetery, Cremation and Funeral Association
- International Foundation of Employee Benefit Plans
- International Mass Retailers Association
- International Council of Shopping Centers
- Investor Protection Trust
- Jackson National
- John Hancock
- JP Morgan
- The Legends Group
- LIMRA
- Lincoln Financial
- LPL Financial Services
- Mass Mutual
- MetLife
- Melaleuca
- Merrill Lynch
- Mills College
- Missouri Credit Union System
- Morgan Stanley
- Motorola
- New York Life
- Nu Skin
- Orange County Register
- Pensions & Investments
- Pershing
- The Principal Financial Group
- The Prudential Insurance Company
- Rancho La Puerta
- Retail Advertising & Marketing Association
- Santa Clara University
- Southern Conference on Teacher Retirement
- SunAmerica Marketing, Inc.
- T Rowe Price
- Tanglewood Total Wealth Management
- Tennessee Institute of Civic Leadership
- Trizetto Group
- UBS
- University of Nebraska
- University of New Haven
- US Trust
- Wachovia
- Walnut Creek Chamber of Commerce
- Washtenaw Community College
- Weisner Publishing
- WomenAgainstAlzheimer’s
- WomanSage
- World Future Society
- Ziegler Companies
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