Firms

  • American Portfolios Financial Services
  • Archford
  • Cambridge Investment Research
  • CAPTRUST
  • Cetera Financial Group
  • Envestnet
  • Finance of America Companies
  • Kondo Wealth Advisors
  • MyVest
  • Schwab Advisor Services
  • The American College of Financial Services
  • Twelve Points Wealth Management
     

Individuals

  • Thomas Marino, Atrium Financial
  • Jean Heath, Envestnet
  • Greg Hammond, Hammond Iles Wealth Advisors
  • Dr. Nicole B. Simpson, CFP®, Harvest Wealth Financial
  • Danielle Robinson, Jackson National Life Insurance
  • Paul Wetmore, Merrill Lynch
  • David Pickler, Pickler Wealth Advisors
  • Fred Kaynor, Schwab Charitable
  • Frederick Gillis, TCB/ Financial Solutions
  • Bob Swift, TCI Wealth Advisors
  • Syed Nishat, Wall Street Alliance Group
  • Jim Breen, Wells Fargo Advisors
  • Jody J. Bluitt, WFA

Firms

  • CAIS
  • CAPTRUST
  • Carson Group
  • Choir
  • Commonwealth Financial Network
  • CUNA Mutual Group
  • Edelman Financial Engines
  • Envestnet
  • Financial Alliance for Racial Equity
  • Merrill
  • Schwab Advisor Services
  • The American College of Financial Services
  • The Irick Group, Merrill Private Wealth Management
  • The Nationwide Retirement Institute (NRI) Diverse Markets Initiative
     

Individuals

  • Reegan Rae, CPWA, Arnerich Massena
  • James Thompson, Bernstein Private Wealth Management
  • Fonda Jacobs, BNY Mellon | Pershing
  • Ana Limon, Carson Group
  • Scarlett Abraham Clarke, Commonwealth Financial Network
  • Amy Kadomatsu, ComplySci
  • Gabe Csizmadia, Edward Jones
  • Mac Gardner, FinLit Tech
  • Kristi Rodriguez, Nationwide
  • Marta Shen, Raymond James
  • Alex David, Stifel Independent Advisors
  • Suzanne Siracuse, Suzanne Siracuse Consulting Services
  • Tana Thomson, Vista Capital Partners

 

Firms

  • Advisor Group
  • AdvisorEngine
  • American Portfolios Financial Services
  • Atria Wealth Solutions
  • BrightPlan
  • Cambridge Investment Research, Inc.
  • Cetera Financial Group
  • ComplySci
  • Envestnet
  • F2 Strategy
  • FiComm Partners
  • FP ALPHA
  • iCapital
  • IncomeConductor (WealthConductor LLC)
  • Invent.us
  • Laserfiche
  • LPL Financial
  • Merit Financial Advisors
  • MyVest
  • Northwestern Mutual
  • Peak Reps
  • Sanctuary Wealth
  • Snowden Lane Partners
  • SS&C Black Diamond Wealth Platform
  • Wealth Enhancement Group
     

Individuals

  • Ruchir Swarup, Addepar
  • Greg Cornick, Advisor Group
  • Hailin Li, Advyzon
  • Reegan Rae and Bryan Shipley, Arnerich Massena
  • Brian Bichler, Atria Wealth Solutions
  • Sonya Mughal, Bailard, Inc.
  • Shannon Eusey, Beacon Pointe Advisors
  • David Le, Beacon Pointe Advisors
  • Matt Brown, CAIS
  • Kevin R. Keller, Certified Financial Planner Board of Standards, Inc. (CFP Board)
  • Megan Gorman, Chequers Financial Management
  • Peter Mallouk, Creative Planning
  • Ryan Arthur George, Docupace
  • Shirl Penney, Dynasty Financial Partners
  • Larry Raffone, Edelman Financial Engines
  • Anders Jones, Facet Wealth
  • Susan Theder, FMG
  • Monali Vora, Goldman Sachs Asset Management
  • Bob Oros, Hightower Advisors
  • Robert Russo, Independent Advisor Alliance
  • Laxmi Ramanath, La Meer Inc.
  • Margaret J. Hartigan, Marstone, Inc.
  • Kay Lynn Mayhue, Merit Financial Advisors
  • Lindsay Hans, Merrill
  • Ed Deutschlander, North Star Resource Group
  • Eric Clarke, Orion Advisor Solutions
  • Adrian Johnstone, Practifi
  • Kim Jenson, Raymond James
  • Shannon Spotswood, RFG Advisory
  • Aaron Klein, Riskalyze
  • Vikram Chugh, Robertson Stephens
  • Raj Bhattacharyya, Robertson Stephens
  • Jim Dickson, Sanctuary Wealth
  • Michael Carvin, SmartAsset
  • Evan Rapoport, SMArtX Advisory Solutions
  • Patrice Kelly, Snappy Kraken
  • George Nichols III, The American College of Financial Services
  • Michael J. Nathanson, The Colony Group
  • Carolyn Armitage, Thrivent Advisor Network
  • Michael Blundin, Vestmark
  • Aaron Schumm, Vestwell
  • Matt Regan, Wealthcare
  • Michael LaMena, Wealthspire Advisors

Firms

  • Adhesion Wealth
  • Adviser Investments
  • Alliance for Lifetime Income
  • Allianz Life
  • Andes Wealth Technologies
  • Bank of America
  • BlackRock
  • BNY Mellon Wealth Management
  • CAIS
  • Carver Financial Services
  • Commonwealth Financial Network
  • DPL Financial Partners
  • Ed Slott & Company
  • Edelman Financial Engines
  • Ethic
  • FiComm Partners
  • Fiduciary Financial Advisors
  • FMG
  • Hammond Iles Wealth Advisors
  • Hightower Advisors
  • Incedo Inc.
  • Innovator Capital Management (Innovator ETFs)
  • iSectors, LLC
  • LPL Financial
  • Morgan Stanley
  • New York Life Investments
  • Peak Reps
  • PPC LOAN
  • Prospera Financial Services
  • Raymond James
  • Schwab Advisor Services
  • Smart
  • SMArtX Advisory Solutions
  • Snappy Kraken
  • The American College of Financial Services
  • The Kelley Group, Intl.
  • The Meakem Group, Idea Decanter, & Kalli Collective
  • Vestmark
  • Wealthramp
  • YieldX
     

Individuals

  • Jeff Crosby, 3xEquity
  • Barrett Ayers, Adhesion Wealth Advisor Solutions
  • Kevin DiSano, Beacon Pointe Advisors
  • Jeffrey Levine, Buckingham Strategic Wealth
  • Preston D Cherry, Concurrent Financial Planning | UWGB
  • David DeVoe, DeVoe & Company
  • Nick Lalonde, Edward Jones
  • Dana D'Auria, Envestnet
  • Rick Bookstaber, Fabric
  • Denise Chisholm, Fidelity Investments
  • Lisette Cooper, Fiduciary Trust International
  • Jon Henschen, Henschen & Associates
  • Sonya Lutter, Ph.D., Herbers & Company
  • Sarah Musante, Hightower Advisors
  • Stephanie Link, Hightower Advisors
  • Kimberly A Griego-Kiel, Horizons Sustainable Financial Services, Inc.
  • Nitin Seth, Incedo
  • Brooks Tingle, John Hancock
  • Penny Phillips, Journey Strategic Wealth
  • Matt Reiner, mattreiner.com
  • Michael W Crook, Mill Creek Capital Advisors
  • Lawrence Sprung, Mitlin Financial, Inc®
  • Meghan Railey, Optas Capital
  • Daniel Crosby, Orion Advisor Solutions
  • Matt Sonnen, PFI Advisors
  • Amy Hart Clyne, Pitcairn
  • Shari Greco Reiches, Rappaport Reiches Capital Management
  • Dan Wanous, Thrivent Advisor Network
  • Teresa Wells, Tiedemann Advisors
  • Tony Steuer, Females and Finance
  • Ross Marino, Transitus Wealth Partners
  • Teresa J.W. Bailey, Waddell & Associates
  • Bridget V Grimes, WealthChoice