Jeffrey Paulson

Technology Credit Union provides checking and savings accounts, credit cards, investment advice and products, mortgages, loans and insurance services. The company's members include technology-based companies throughout California and Alameda, Santa Clara and San Mateo counties. The credit union has six branches in California's Silicon Valley. The company was founded by a group of Fairchild Camera and Instrument employees in 1960 and is headquartered in San Jose, CA.

Monex, Inc. (Monex) is the brokerage subsidiary of Monex Group, Inc. (TSE: 8698, ADR: MNXBY) in Japan. The firm was established jointly by Oki Matsumoto and Sony Corporation in 1999 and merged with Nikko Beans, Inc. in 2005 to form Monex Beans, Inc. Later that year, Monex Beans, Inc. changed their name to Monex, Inc. Based in Tokyo, “MoneX” stands for the future of finance, one step ahead of “MoneY” and aims to be a global technology-based retail financial service provider of financial services and liberal access to capital markets.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.