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Access Softek, Inc. CUSO Financial Services, L.P.

Access Softek, Inc.

727 Allston Way, Suite C | Berkeley, CA 94710

Mark Barish
SVP Sales & Business Development
510-725-7635

Phone: 510-848-0606 | Fax: 510-848-0608
http://www.accesssoftek.com/

Service Areas: Retail Investments, Mobile & Online Services, Online Fraud/Security

Access Softek, Inc. lives on the cutting edge of digital banking technology. Dedicated to innovation and continually improving the member experience, Access Softek’s most recent innovations include: an easy-to-use automated investment tool completely integrated within mobile and online banking; biometric call center authentication designed to improve security and reduce call times; and a fraud control tool which uses machine learning and a deep neural network to prevent fraud. These are the latest steps in Access Softek’s history of innovative digital banking firsts, which include the first app-based mobile banking; first web-based Personal Financial Management (PFM); and first triple play of app, WAP, and SMS banking. Since 2004, Access Softek has continued to deliver industry firsts to over 400 bank and credit union customers from its Berkeley, California headquarters. Learn more at AccessSoftek.com.

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County Records Research

Dennis Phelan
COO
800-664-2567

http://www.countyrecordsresearch.com

Service Areas: Market Research, Retail Investments

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Credit Union Financial Network

16150 N. Arrowhead Fountain Center Drive, #289 | Peoria, AZ 85382

Mike Prior
President/CEO
800-405-8850

Phone: 6023757384 | Fax: 6028438377
http://www.cufn.org

Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning, Retail Investments, Institutional Investments

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CUSO Financial Services, L.P.

10150 Meanley Dr., 1st Floor | San Diego, CA 92131

Tami Cain
Executive Director, Business Development
858-530-4440

Phone: 8585304440 | Fax: 8588826593
http://www.cusonet.com

Service Areas: Member Financial Planning, Member Retirement Planning, Retail Investments

Established in 1997, CUSO Financial Services, L.P., specializes in placing and supporting investment programs inside credit unions. Through our partnerships, the company provides customized investment and insurance solutions to over 185 credit unions across the country.

With our sister broker-dealer, Sorrento Pacific Financial, LLC, we’ve grown to more than $30 billion in AUA. Our focus is on providing leading wealth management services including the best tools, technology, resources and customized solutions to support credit union growth, by assisting members in achieving their financial goals and deepening the relationship through every touchpoint.

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Financial Network Investment Corporation

200 North Sepulveda Boulevard #1300 | El Segundo, CA 90245

Nathan Bergeland
CEO, Founder
952-829-0000

http://www.usadvisorsnetwork.com

Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Member Retirement Planning, Retail Investments

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Members Trust Company

14025 Riveredge Drive, Suite 280 | Tampa, FL 33637

Sheldon Reynolds
Vice President Trust and Investments
888-727-9191

Phone: 8136005245 | Fax: 8139087053
http://www.memberstrust.com

Service Areas: Member Estate Planning, Retail Investments, Institutional Investments

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Securities America

12325 Port Grace Blvd. | La Vista, NE 68128

Mike Anderson
First VP of Financial Institutions
402-399-9111

Phone: 402-399-9111
http://joinsai.com

Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Retail Investments

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Weber Consulting Group, LLC

155 E Boardwalk Drive, Suite 300 | Fort Collins, CO 80525

Keith Weber
Owner

Phone: 970-232-3314
http://www.kjweber.com

Service Areas: Retail Investments

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