Firms


Asset/Portfolio Management & Custodial Firms
  • SEI
  • UBS
     
Broker-Dealers
  • Cambridge Investment Research, Inc.
  • Commonwealth Financial Network
  • Lincoln Financial Group
  • LPL Financial
     
Consulting Firms
  • Republic Capital Group
     
Continuing Education Organizations/Foundations
  • Certified Financial Planner Board of Standards, Inc. (CFP Board)
  • Females and Finance
  • Financial Alliance for Racial Equity (FARE)
  • Financial Planning Association (FPA)
  • Schwab Charitable
  • The American College of Financial Services
     
Fintech/TAMP Platforms
  • MyVest
  • Orion Advisor Solutions
     
Retirement and Other Products/Services Companies
  • Allianz Life Insurance Company of North America (Allianz Life)
  • Bank of America
  • First Command Financial Services, Inc.
  • Guardian 
     
RIA/IAR Firms
  • Carson Group
  • New Hope Group - Thrivent
  • North Star Resource Group
  • Signature Estate & Investment Advisors
  • Zenith Wealth Partners
     

Individuals


Asset/Portfolio Management & Custodial Firms
  • Dan Chung, Fred Alger Management
  • Darin M. Ely, Virginia Asset Group
  • Carey McKenzie, T. Rowe Price
  • David Pickler, Pickler Wealth Advisors
     
Broker-Dealers
  • Jim Breen, Wells Fargo Advisors
  • Narciso Munoz, Alex. Brown I Raymond James
     
RIA/IAR Firms
  • Matthew Benson, Sonmore Financial
  • Lupe Camargo, Perspective Financial Services - Thrivent
  • Mark Delp, Impact Wealth Management
  • Jonathan K. DeYoe, EP Wealth Advisors & Mindful Money
  • Dustin Gale, Kayne Anderson Rudnick
  • John Hyland, Private Advisor Group
  • Lance T. Knight, Ashton Thomas Private Wealth
  • Jim Roberts, Jim Roberts Investment Advisors LLC

 

Firms

Broker-Dealers
  • Cambridge Investment Research, Inc.
  • Commonwealth Financial Network
  • Prudential Financial
     
Consulting Firms
  • Alliance 160
  • Republic Capital Group
     
Corporate RIAs
  • Sanctuary Wealth
  • Wealthspire Advisors
     
Fintech/TAMP Platforms
  • AssetMark, Inc.
  • FP Alpha
  • FMG
  • Invent
  • MyVest
     
RIA/IAR Firms
  • Grand Wealth Management
  • Merit Financial Advisors
  • Private Advisor Group
  • Wealthstream Advisors, Inc.
     

Individuals


Asset/Portfolio Management & Custodial Firms
  • Claire Santaniello, BNY Mellon I Pershing
     
Broker-Dealers
  • Nancy Fahmy, Bank of America
  • Jodi Perry, Raymond James
  • Dimple Shah, Osaic
     
Consulting Firms
  • Megan Carpenter, FiComm Partners
  • Kevin Keller, Certified Financial Planner Board of Standards, Inc. (CFP Board)
  • Joe Larizza, Mirador, Inc.
     
Fintech/TAMP Platforms
  • Barrett Ayers, Adhesion Wealth Advisor Solutions
  • Kim Crawford, Smarsh
  • Snehal Fulzele, UPTIQ
  • Paul Gamble, 55ip
  • Margaret Hartigan, Marstone, Inc.
  • Aaron Klein, Nitrogen
  • David Knoch, Docupace
  • Scott MacKillop, First Ascent Asset Management
  • Brian McLaughlin, Orion Advisor Solutions
  • Tom O'Connor, IncomeConductor
  • Emily Wilcox, Practifi
  • Natalie Wolfsen, AssetMark, Inc.
     
Retirement and Other Products/Services Companies
  • Scott Golde, Jackson
  • Eric Thomes, Allianz Life Insurance Company of North America
     
RIA/IAR Firms
  • James Bogart, Bogart Wealth
  • Jeff Dekko, Wealth Enhancement Group
  • Jamie Hopkins, Carson Group
  • Kay Lynn Mayhue, Merit Financial Advisors
  • Larry Miles, Choreo LLC
  • Kristian Mtetwa, 49 Financial
  • Shirl Penney, Dynasty Financial Partners
  • Heather Robertson Fortner, SignatureFD
  • David Savir, Element Pointe Family Office
  • David Scranton, Sound Income Strategies
  • Matt Seitz, C2P Enterprises
  • Gabriel Shahin, Falcon Wealth Planning

Firms

Asset/Portfolio Management & Custodial Firms
  • BNY Mellon | Pershing
  • CrowdStreet Advisors
  • Fidelity Investments
  • Nia Impact Capital
     
Broker-Dealers
  • Atria Wealth Solutions
  • Cambridge Investment Research, Inc.
  • Cetera Financial
  • Commonwealth Financial Network
  • J.P. Morgan Wealth Management
  • Merrill Wealth Management
  • Prospera Financial Services
  • Raymond James
     
Consulting Firms
  • F2 Strategy
  • Foundation Source
  • Mirador, Inc.
     
Fintech/TAMP Platforms
  • Absolute Capital Management
  • AdvisorEngine
  • Advyzon
  • Amplify Technology
  • Andes Wealth Technologies
  • AssetBook
  • Bento Engine
  • BridgeFT
  • CAIS
  • CogniCor Technology
  • DFD Partners
  • Envestnet
  • Flourish
  • FusioniQ
  • GeoWealth
  • Halo Investing
  • Helios
  • Kwanti
  • La Meer Inc.
  • Laserfiche
  • MyVest
  • Orion Advisor Solutions
  • Pontera
  • Practifi
  • Smartria
  • SMArtX Advisory Solutions
  • Vanilla 
  • Vestmark
     
Retirement and Other Products/Services Companies
  • Morgan Stanley
  • Nationwide
  • Voya Financial
     
RIA/IAR Firms
  • Carson Group
  • Edelman Financial Engines
  • Integrated Partners
  • Keystone Global Partners
  • Private Advisor Group
  • The Pacific Financial Group

Individuals

 
Fintech/TAMP Platforms
  • Steven Brod, Crystal Capital Partners, LLC
  • Matt Brown, CAIS
  • Lawrence Calcano, iCapital
  • Ben Cruikshank, Flourish
  • Mark Healy, FusionIQ
  • Julie Littlechild, Absolute Engagement
  • Eric Poirier, Addepar
  • Craig Ramsey, AdvisorEngine
  • Rajiv Sharma, Addepar
     
RIA/IAR Firms
  • Paul Saganey, Integrated Partners

Firms

Asset/Portfolio Management & Custodial Firms
  • BlackRock
  • Fidelity Investments
  • FlexShares Exchange Traded Funds (ETFs)
  • Franklin Templeton
  • Hamilton Lane
  • Pickler Wealth Advisors
  • The First National Bank in Sioux Falls
     
Broker-Dealers
  • Cambridge Investment Research, Inc.
  • Cetera Financial Group
  • Northwestern Mutual
  • Osaic
  • Raymond James
     
Consulting Firms
  • C2P Enterprises
  • DeVoe & Company
  • F2 Strategy
  • FiComm Partners
  • Succession Resource Group
     
Continuing Education Organizations/Foundations
  • Financial Planning Association (FPA)
  • Schwab Charitable
  • The American College of Financial Services
     
Fintech/TAMP Platforms
  • Advisor360°
  • AdvisorEngine
  • CAIS
  • IncomeConductor
  • Orion Advisor Solutions
  • Smart
     
Retirement and Other Products/Services Companies
  • Nationwide
     
RIA/IAR Firms
  • Arnerich Massena
  • Carson Group
  • Dynasty Financial Partners
  • Edelman Financial Engines
  • Great Lakes Wealth
  • Hightower
  • intellicents
  • Levatus Wealth Services
  • Perigon Wealth Management
  • Sonen Capital

Individuals


Asset/Portfolio Management & Custodial Firms
  • John Berglowe, BNY Mellon | Pershing
  • Chelsea Ganey, Moran Wealth Management
  • Mel Hightower, UBS
  • Mark Matson, Matson Money, Inc.
  • Frank Pape, CFA, CPA, Frontier Asset Management
     
Consulting Firms
  • Dave Alison, C2P Enterprises
  • Nitin Seth, Incedo
     
Continuing Education Organizations/Foundations
  • Barry Mulholland, Diversitas
     
Fintech/TAMP Platforms
  • Mary Ellen Dugan, Envestnet
  • Ryan George, Docupace
  • Derek Notman, Couplr
     
RIA/IAR Firms
  • Cary Carbonaro, ACM Wealth
  • Mallon FitzPatrick, Robertson Stephens Wealth Management
  • Nate Hoskin, Hoskin Capital
  • Ross Marino, Transitus Wealth Partners
  • Michael Nathanson, The Colony Group
  • Jill Shipley, AlTi | Tiedemann Global