Our Sponsors

Premier Sponsor

J.P. Morgan is a trusted investment firm with over 200 years of proven expertise that has led to over $1.7 trillion in assets invested with us by our clients. Our diverse global teams leverage strategic insights from around the world that allow our clients to have both the feel of using a boutique firm but the resources that come with a global brand. We leverage proprietary tools and models that allow us to build more efficient portfolios that help our clients make the most of their money so they can make the most of their lives.

Premier Sponsor

WISE (Women inspiring, supporting and educating), is an organization within Lincoln Financial Network (LFN) comprised of a network of professional women advisors providing support, education and resources for the unique needs of women advisors and their clients.

Premier Sponsor

Raymond James was built on a unifying mission – our business is people and their financial well-being. Advisors who are drawn to this ideal are anything but uniform. They come from a vibrancy of cultures, backgrounds, societies, and experiences. We believe supporting advisors whose diversity reflects the world in which we live is vitally important, not only to the firm’s mission but to the future of our industry. The Advisor Inclusion Networks support advisors and the communities they represent, providing resources, strategies, and a forum for sharing ideas designed to enhance their business. A natural extension of our culture, the networks align with our vision to be a financial services firm as unique as the people we serve.

Premier Sponsor

RBC Wealth Management provides trusted advice and wealth management solutions to individuals, families, and institutions around the world. We bring diverse expertise and deep knowledge to the sophisticated financial needs of our clients. We are forward-looking, innovative, and committed to helping our clients thrive and communities prosper.

Premier Sponsor

The SPS Family consists of two broker-dealers, Sigma Financial Corporation and Parkland Securities, LLC; a Registered Investment Advisory firm, Sigma Planning Corporation; and a back office, known as BD Ops, LLC. The companies, based in Ann Arbor, Michigan, are under common ownership and led by an experienced executive team. The SPS Family prides itself on personal service to independent registered representatives and investment adviser representatives from across the United States. We consider our representatives family as we strive every day to provide them “Independence. DELIVERED.”

Premier Sponsor

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow.

Premier Sponsor

Thrivent Advisor Network (TAN) is a new hybrid RIA platform created especially for advisors who value independence yet crave a strong sense of community, shared values and support. TAN builds on the heritage of our parent company Thrivent, a holistic financial services organization that for over a century has been helping people build their financial futures and live lives full of meaning and gratitude. TAN bolsters Thrivent’s long-term commitment to support purpose-driven independent advisors by enabling them to help their clients make sound financial choices guided by their faith, values, and priorities.  

Registration Sponsor

Headquartered in St. Louis, Missouri, Wells Fargo Advisors has approximately 35,000 team members, including over 14,500* Financial Advisors, who serve our clients in all 50 states. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it’s a commitment. It’s about honoring our relationship with clients and being fully invested in their success.

Lunch Sponsor

E*TRADE Advisor Services is a provider of integrated technology, custody, and practice management support for registered investment advisors (RIAs). E*TRADE Advisor Services is dedicated to helping RIAs realize their full potential and provide them the support they need to manage their practices and clients’ financial futures. Learn more at etrade.com/advisorservices.

Bronze Sponsor

At Invesco, we know what it means to be good stewards of institutional assets. With more than 30 years of experience serving institutional clients in the US, Invesco understands the unique needs of our clients and is committed to being an innovative provider of investment solutions for every market we serve.

Supporting Sponsor

We’re on a mission to help people secure their financial well-being so they can pursue long and fulfilling lives. We believe you don’t get to the future by knowing how much you have; you get there by knowing who you are. That’s the commitment we make to our clients and the experience we support for our people.

Supporting Sponsor

Guardian has been helping people protect their futures and secure their lives for more than 150 years. Every day, we serve approximately 27 million people through a range of insurance and financial products. As one of the largest mutual insurance companies, we know what matters most:  putting the needs of our customers first. Because everyone deserves a Guardian. Learn more about Guardian at guardianlife.com.

© Copyright 2020 The Guardian Life Insurance Company of America, New York, NY