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American Express*
Affinity Federal Credit Union
Bachrach & Associates*
Bank Compensation Strategies
Bank of America
Banta Corp.
Barclays
BDO Seidman
BB&T
Bellingham National Bank
Burnet Financial Group
CalFed Investments
CBL & Associates
Central Bank of the South
Charles Schwab*
Chemical Bank
Delaware Investments*
Emprise Bank
Fidelity Investments
Fidelity National Bank
Financial Services Corporation*
First American Corporation
First Tennessee
Fleet Financenter
Fleet national Bank
Franklin Financial Services
GE Capital
Goldman Sachs
ICL Retail
Intersecurities*
Key Bank
Liberty Securities
MBNA
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Mellon Bank
Merrill Lynch* (100 plus presentations)
Multi Financial Corporation
Nations Bank*
Orange County Teachers Federal
Credit Union
Pro Equities
PNC Bank*
Robertson Stephens
Sagemark
Shilansky's Financial Services
Strong Capital Management
Synovis*
TransAmerica*
The Planners Network
US Bank
VISA*
Waddell & Reed
Wachovia
American Bankers Association*
Bank Marketing Association
Credit Union Executives Society*
Financial Planners Association
Financial Women International
International Association of Financial
Planners
Missouri Bankers Association
New Jersey Credit Union League
Orange County Employee Benefits
Council
Texas Credit Union League
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