CalPrivate Bank and its divisions - Coronado, San Diego, La Jolla, Newport, Beverly Hills, and Private Business Capital are committed to offering customized financial solutions. The Bank's focus is to provide a Distinctly Different banking experience through unparalleled service and creative funding solutions to individuals and businesses with complex financial needs. The Bank's Private Banking team services high net worth individuals and businesses of all sizes. We offer a wide array of modern financial services, which include checking, savings, time deposit accounts and related tools. Our real estate lending group specializes in investor commercial properties, owner-occupied buildings, and construction loans. We also provide commercial loans through various portfolio and government-guaranteed programs. The Bank excels in our cross-border lending capabilities under the Export-Import Bank guarantee program. Our experienced Bankers specialize in adding value for local law firms and sole practitioners. Our shareholders, directors, management and staff are dedicated to establishing enduring banking relationships that last for generations.

Formerly Point Loma Credit Union. MyPoint Credit Union has been a part of San Diego and the surrounding communities, full of one-of-a-kind businesses and diverse and passionate doers since 1948. For more than 70 years, they have helped over 30,000 members in seven branch locations make the most out of their finances so they can live life on their own terms. Today, MyPoint Credit Union holds over $500 million in assets and provides a full array of financial products and services, including savings, checking, loans, mortgages, and digital banking options. Also, through the credit union's partnership with the CO-OP network, members have surcharge-free access to more than 30,000 ATMs across the country. In 2019, MyPoint Credit Union is also the 2018 Business of the Year for National City and 2018 East County Financial Services Business of the Year. Federally insured by NCUA. Equal Housing Opportunity.

MCT is a technology-centric capital markets advisory firm with a 15+ year track record of success and growth. Watch our client video testimonials - https://mct-trading.com/about/testimonials/ Growing for Your Needs - Since 2001 MCT has grown from a pipeline hedging services specialist into a fully-integrated provider of capital markets services & software. Learn more about all of our services - https://mct-trading.com/solutions/ Capital Markets Expertise – Through a combination of unparalleled industry experience and relentless focus on data, MCT is pioneering the future of capital markets technology. From MCTlive!, to our Desktop Servicing Model, to our new Business Intelligence unit – MCT pushes the envelope to exceed client expectations. Clients & Employees Agree - MCT delivers unparalleled customer service and is proud of our 98% client retention rate. MCT prides itself on being a regular winner of San Diego’s “Best Place To Work” Award.

Mulligan Funding exists to provide invaluable financial solutions to the small and medium-sized businesses that fuel our country. Through our unique ability to combine technology, a human touch, and unwavering integrity, we help those we serve bring their dreams to life. We believe trust is earned one client at a time. We look forward to earning yours. https://www.MulliganFunding.com

Eagle Community Credit Union is a member-owned, not-for-profit cooperative. For over 85 years, we’ve held a commitment to service excellence and member satisfaction. It’s who we are. It’s in our DNA. We have a rich history. We began as Orange County Postal Credit Union in 1937, and for many years we exclusively helped postal and federal employees build their financial futures. Today, we’re a community credit union. That means that anyone who lives, works, worships, or goes to school in Orange County can become a member, but we continue to take pride and are honored to continue to serve our core postal and federal members. And with membership comes many advantages. Put your money in a bank and you’ll be treated like a customer. Put your money in a credit union and you can walk around like you own the joint (because you really do). Since its founding, Eagle CU has relied on the vision, involvement, and support of its members for its success. Some members volunteer their time to serve on our Board of Directors.

Founded in 1934 as San Diego Metropolitan Credit Union (SDMCU) to serve City employees, and re-established in 2018 as Wheelhouse Credit Union to serve all of San Diego, we have deep roots in the community and are committed to helping our Members and our beautiful City thrive. Our new brand is a reflection of our laid-back and inclusive culture, as well as our expertise and strength in financial services. We are a full-service, not-for-profit, financial institution with a steadfast commitment to eco-friendly initiatives. We help San Diegans achieve their financial goals through high-yield deposit accounts, low-rate loans, investment services, financial education and more. We serve our City and local communities as San Diego's #1 Solar Financing Lender, through scholarship opportunities, Green initiatives, volunteering and more. Wheelhouse Credit Union is San Diego Made, and Proud. We are Easily Accessible: Located in Chula Vista | Downtown | El Cajon | Kearny Mesa 30,000+ surcharge-free CO-OP® ATMs | 5,000+ Shared Branches | Digital Banking | Mobile Banking | Card Protection App Insured by NCUA. Equal Opportunity Lender.

Our Mission: To enrich the lives of our member-owners, one relationship at a time. Recipient of 2019's the Best and Brightest places to work for. Cabrillo Credit Union has been making managing your money easy since 1955. Currently, over 22,000 people trust Cabrillo to provide excellent service and to be a safe and secure place to deposit their funds and get great rates on their auto and home loans as well as credit cards. The Credit Union is a member-owned, not-for-profit financial institution. This means that everyone who uses the Credit Union has an equal say in the way it’s managed. Anyone who lives in San Diego County or who is employed by the Federal Government and living in Imperial County is eligible to use our products and services. Cabrillo is extremely proud of its accomplishments, including numerous marketing awards, the prestigious Credit Union of the Year award, and a Finalist in the San Diego Better Business Bureau Torch award. The Credit Union currently provides financial services through ever - increasing delivery points. To learn more about the many ways that Cabrillo can serve you, call 800.222.7455.

MOBILEMONEY is a leader in the Financial Services and Technology Industry. We are one of the largest privately held ATM companies in the US, with 20+ years of historical success and integrity. We design, install, and support ATMs with financial service kiosks for convenience store chains, hospitality organizations, gaming properties, special events, and financial institutions - nationwide. We are the nation’s largest mobile ATM provider. Our mobile ATM services are used by the largest fairs, entertainment and live music events in the country. Our technology, nationwide regional offices, and 24/7 US-based support infrastructure enables consumers to interact with their funds in a secure and convenient way. We help consumers access the funds they need, when and where they need those funds: retail locations, banks, casinos, and live events. Since 1996, MOBILEMONEY has built a reputation for reliability, integrity, and respect. Our reputation directly impacts the high value of our services and our capacity to build value for our clients.

Workwell Technologies specializes in streamlining time and attendance processes for small and mid-sized businesses. Easy to use and readily accessible, Workwell Technologies’ products are designed expressly for today’s modern entrepreneur. Today, more than 1.6 million hourly employees utilize a Workwell device daily to simplify and track their time and attendance.

RWM Home Loans is a local community mortgage banking corporation that was founded in 1994, by experienced professionals who had been in the California real estate market and mortgage industry for over two decades. Their mission statement hits a core: “Our goal is to provide borrowers the highest level of customer service, coupled with unparalleled product diversity at competitive rates. We place a tremendous emphasis on developing relationships, not only with our clients, but also with our nationwide lending sources, and service providers. Our approach is simple; ‘We listen to understand, we educate so the best decisions are made, we are committed to making your dreams a reality, and we do it every day.’” In today’s fast-paced technological world, where people often feel like just another number, RWM Home Loans’ more personal approach is working. The philosophy continues to fuel the success of the company attracting loan officers and support staff with integrity and expertise few others can boast. RWM Home Loans served over 3,500 families with their residential home loan needs in 2020. A majority of these loans are underwritten and funded directly by RWM Home Loans, while the remaining loans are brokered to other sources giving borrowers a competitive edge. Licensing Information: NMLS #79445 | DRE #01174642 Equal Housing Lender Residential Wholesale Mortgage, Inc. dba RWM Home Loans is licensed by the CA Department of Real Estate #01174642 and the CA Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act NMLS #79445.

Since we first opened our doors in March of 1992, JMJ Financial Group has been changing people’s perspectives on the loan process...one client at a time. Over 2 decades of experience along with our expanded lending ability continue to help make the dreams of homeownership a reality for our clients. We’re a full-service, customer-centric, equity mortgage lender with over 300 private lenders. We are also an approved FHA, VA and Conventional Direct Lender. These vast resources allow us to find the best loan for you....often after others have failed. You can rest easy knowing that you have a knowledgeable partner on your side...taking the worry and fear out of what many consider to be a stressful situation. We pride ourselves on the ability to fully understand you and your mortgage needs. When you’re part of the JMJ Financial family you’re treated with fairness and respect. We walk you through every step of the loan process. You’ll instantly feel at ease with our friendly, efficient, and competent loan professionals working hard to close your loan — quickly. NMLS ID#: 167867

Balboa Thrift and Loan was organized as a California Industrial Loan Company under the laws of the State of California and opened in Chula Vista, on July 7,1980. It was organized to provide financial services to businesses and consumers in our community. Balboa Thrift and Loan has since established branches in Claremont, La Quinta and Fresno California, to serve the financial needs of those communities. Balboa Thrift and Loan qualified for federal deposit insurance through the Federal Deposit Insurance Corporation and is now regulated by the FDIC. The FDIC guarantees the safety of your deposits in Balboa Thrift and Loan up to $250,000 per depositor.