James Kitchens

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

National Retirement Partners is a nationwide organization dedicated to the retirement plan and wealth management marketplace. NRP has comprised of independent advisors that provide plan consulting, fiduciary best practices and investment due diligence to retirement plan sponsors and their participants as well as comprehensive wealth management tools. Our Member Firms utilize NRP's vast resources and services to deliver solutions to each client that had traditionally only been available to the largest companies- sophisticated independent vendor search and benchmarking analysis, open architecture plan analysis and design, investment due diligence and comprehensive employee communications. National Retirement Partners offers comprehensive 401(k), 403(b), 457, ESOP, KSOP, Defined Benefit, Pension, Deferred Compensation and other retirement plan options through strategic alliances with the nation’s largest plan providers. NRP strives for excellence in participant education, communication and plan satisfaction through the tools and services available designed for retirement plan participants. Our services also include proprietary investment due diligence analytics to help manage the investments and mitigate fiduciary liability for Plan Sponsors. NRP also provides investment consulting and education services on a fee-for-service basis for corporations that prefer to retain their existing plan recordkeeping relationships. In addition, Registered Investment Advisor (RIA) Services are available to the company advisors and their clients. National Retirement Partners was founded by William R. Chetney in 2003 and is headquartered in San Juan Capistrano, California.

RunMoney Corp. provides investment advisory services. The company was founded by Robert B. Jorgensen and is headquartered in San Diego, CA.

Net Asset Management provides web-based managed account technology to financial institutions and advisory firms.