James M. Heeney

Securities America, Inc. engages in the provision of securities broking and dealing services. It focuses on helping advisors create an effective, profitable, and satisfying practice by providing financial counsel, product offerings, and service to clients. The company was founded in 1984 and is headquartered in La Vista, NE.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Securities America Advisors, Inc. (Securities America) is a SEC-registered investment advisor headquartered in La Vista, Nebraska. The firm was founded in 1994 and is wholly-owned by Securities America Financial Corp., a wholly-owned subsidiary of Osaic Holdings, Inc. Securities America provides investment advice to individual and institutional clients. Securities America will transition to Osaic Wealth, Inc.

Trinsum Group, Inc. provides management consulting services. It provides services in the areas of strategy, execution, organic growth, growth through acquisition, productivity and risk management. The company was founded by James M. McTaggart in 1978 and is headquartered in New York, NY.

Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC.

Securities America, Inc. (Broker) is the broker/dealer arm of Securities America, Inc., which is headquartered in La Vista, Nebraska. They are ultimately owned by Advisor Group Holdings, Inc. The firm was founded in 2013 and provides full spectrum of brokerage services to their clients.

Heartland Family Service operates as a non-sectarian counseling agency. It provides human services to the individuals and families who shape the future of community in the following focus areas: Child & Family, Counseling & Prevention and Housing & Financial Stability. The company was founded in 1875 and is headquartered in Omaha, NE.