Premier Sponsor

FP Transitions is the nation’s leading provider of equity management, valuation and succession planning services for financial advisors. The team of consultants includes financial analysts, legal professionals and business coaches, offering over a century of experience providing comprehensive, unbiased strategic solutions for financial professionals. The firm’s expertise has been compiled into two books, “Succession Planning for Financial Advisors: Building an Enduring Business” and “Buying, Selling, and Valuing a Financial Practice: the FP Transitions M&A Guide.” Based in Portland, Oregon, FP Transitions operates the largest fully-supported open market for buying and selling financial service practices in the U.S.

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

At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries. For more than 40 years we have been serving individual investors – from the first-time investor to the sophisticated trader, and from the “do-it-yourself” to the “do-it-for-me” investor. We offer a broad range of investment tools and services – all at a great value.

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.

Supporting Sponsor

Focused on being the firm of choice for women advisors, Ameriprise Financial is recognized as one of the preeminent financial services firms in the business – a FORTUNE 500^® company with a proud 125-year legacy of strength, stability and doing what’s right for clients and advisors. When you join Ameriprise, you’ll not only find best-in-class tools to help you deliver a stellar client experience, you’ll also be welcomed into a community of successful women leaders and advisors who stand ready to support you as you build the practice you want and deserve. You’ll be heard and respected as many of our field leaders have been in your shoes as financial advisors – they understand the challenges and joys of working in this industry and what you need to thrive. Our advisors are encouraged to support each other and we make it easy for you to engage with your peers, learn from experts in the industry and get involved in our Women’s Empowerment advisor network whose mission is centered around advocacy, education, service and community.

We understand the unique challenges you face. Isn’t it time you had the support – flexibility, opportunity and community – you need to thrive? ameriprise.com/women

Supporting Sponsor

At Equitable Advisors, our mission is to help our clients secure their financial well-being so they can pursue long and fulfilling lives. With a history spanning over 160 years, our commitment to helping people pursue what’s possible has never been stronger. Together, we guide clients forward with strength, courage and wisdom — and support them in making the choices that lead to a fulfilled life — with our financial professionals as the cornerstone of our success.

Supporting 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.

Supporting Sponsor

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com