2022 Sponsors

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Sponsorship opportunities and registration available.

Platinum Sponsors
Asset-Dedication-Logo---Black-Text.jpg Asset Dedication
220 Montgomery St.

Suite 865
San Francisco, CA 94104
866.535.0897
www.assetdedication.com

Asset Dedication partners with planning-centric advisors by freeing them from the burden of investment management and back-office administration. Our investment strategy refines and expands the ACP model, utilizing dedicated portfolio theory by linking each client’s portfolios to their lifetime financial plan via our unique Critical Path System. The equity portion is time-targeted to maximize the minimum growth based on the minimax principle, and the fixed income portion is built to minimize its cost. We also provide a full range of back-office services to reduce or eliminate operational headaches such as trading, automated tax loss harvesting, etc. Our goal is to help advisors scale their business and free up more time for servicing clients—and living their own livesand less time dealing with technical and tedious tasks. ACP advisors qualify for a special discount. For more details, contact info@assetdedication.com or visit our website.


AI_logo_teal_blk_rgb.jpg Avantis Investors
360 E. 2nd Street, Floor 5
Los Angeles, CA 90012
833.928.2684
www.avantisinvestors.com

Avantis Investors was created in 2019 as a fully integrated unit of American Century Investments to deliver value-added investment solutions based on financial science. Avantis is led by Chief Investment Officer Eduardo Repetto and Chief Operating Officer Patrick Keating, both former executives of Dimensional Fund Advisors, and our team has decades of experience delivering repeatable and effective systematic investment strategies across asset classes and through different market environments.

Our approach is based on an academic framework supported by company valuations. We systematically assess differences in expected returns among companies using market prices and other company financial information. Our framework is supported by theoretical models and corroborated by historical data. We believe that an integrated view of company valuations along with an approach that tackles anomalies that detract from returns helps provide sound portfolios with a common-sense underpinning, leading to strategies that combine the benefits of indexing with the potential for outperformance.

Through American Century Investments' unique ownership structure, 40% of profits in the form of dividends are directed to The Stowers Institute for Medical Research. Since 2000, payments have totaled $1.6 billion. This means investments with Avantis Investors help support research that can improve human health and save lives.


BW_Green.jpg Bert Whitehead, J.D., M.B.A.
248.766.0034
www.bertwhitehead.com


Bert Whitehead
is a pioneer in the fee-only financial planning industry. His behaviorally-based financial theories are the foundation of the ACP System. Bert is the founder of the Alliance of Comprehensive Planners, as well as his own practice, Cambridge Connection, Inc., which he started in 1972. Bert's Bookstore lists popular marketing and client material he's developed, including Why Smart People Do Stupid Things With Money: Overcoming Financial Dysfunction, the ever popular Deduct It! Deduct It! Charitable Contribution Tracker, as well as several others. You’ll find Bert’s Bookstore online at www.bertwhitehead.com.


Logo_JPG.jpg Credent Wealth Management
200 East 7th Street
Auburn, IN 46706

260.333.5123
JoinCredentWealth.com 

Credent Wealth Management is a fee only fiduciary that partners with advisors looking to maximize the value of their life’s work, both through succession planning and merging. Credent’s integrator model lets advisors capitalize on their wealth opportunity, making it possible to achieve 5-9x, while removing themselves from the burden of operational complexity. Our ensemble approach allows our partner-advisors to focus on the areas they enjoy working in, while also delivering a phenomenal service through our proven client experience process.

To learn more about Credent Wealth Management, visit JoinCredentWealth.com



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Dimensional Fund Advisors
6300 Bee Cave Road, Building One
Austin, TX 78746
512.306.7400
www.dimensional.com

Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, Dimensional builds and manages strategies to help clients pursue higher expected returns. The firm works closely with leading financial academics to identify new ideas that may benefit investors and applies a dynamic investment process that integrates advanced research with careful portfolio design and implementation, while balancing the investment tradeoffs that can impact returns.

Dimensional has a long history of putting financial science to work for clients. In 1981, the firm introduced its first strategy, a US small cap strategy, to help institutional investors diversify beyond large cap stocks. The launch coincided with research documenting the stronger performance of US small cap stocks. Over the years, Dimensional has created a full suite of global equity and fixed income strategies in response to new research and evolving client needs.

Dimensional is headquartered in Austin, Texas, and maintains trading offices in North America, Europe, and the Asia-Pacific region. As of September 30 2021, Dimensional and its affiliates manage $653 billion in USD for investors worldwide.


Logo_JPG.jpg Longbridge Financial, LLC
1 International Blvd, Suite 900
Mahwah, NJ 07495
855.246.1765
Direct: 281.937.2881

www.longbridge-financial.com/advisors

Longbridge Financial is a leading national reverse mortgage lender and servicer committed to responsibly helping homeowners reshape their financial future by unlocking the power of the home. Founded by an Ivy League professor and a team of experienced professionals from top financial services companies, Longbridge provides education and support to trusted advisors and their clients across the country – working with reputable companies that share our commitment to the highest business and regulatory standards. We’re an approved Federal Housing Administration (FHA) lender, offering products that are insured by the U.S. Department of Housing and Urban Development (HUD). We’re also a proud member of the National Reverse Mortgage Lenders Association (NRMLA) and fully subscribe to its Code of Ethics. Not all lenders can say that. For more information, contact us at advisors@longbridge-financial.com or visit our website.



Gold Sponsors

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Advyzon
935 W Chestnut, Suite 301
Chicago, IL 60642

844.829.0039
www.advyzon.com

Advyzon is a comprehensive technology platform for financial advisors. The Advyzon platform combines customizable performance reporting, flexible billing, client relationship management (CRM), configurable client portal and mobile app, document storage, growth tools, and business intelligence on a single, integrated platform. It helps advisors streamline their operations so they can focus on growing their business profitably. It is simple to use, innovative and backed by exceptional client service.


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Caribou
8213 Springtree Rd
Boca Raton, FL 33496

877.836.1766
www.caribouwealth.com

Healthcare represents one of the biggest threats to your clients’ wealth and an equally big threat to your financial plan. Properly addressing these issues in the financial planning process comes at a high cost as it requires significant time, expertise, and additional overhead. Caribou is a healthcare planning toolkit that gives your firm the ability to provide personalized healthcare guidance without overwhelming your team or budget, offering a differentiator that strengthens cross-generational relationships, improves the financial planning process, and makes a meaningful impact in your clients’ lives. We give you the ability to engage clients like never before through a turnkey healthcare planning toolkit that includes proactive healthcare planning software and access to a national team of experts who help you and your clients navigate the healthcare system in times of need.


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Carson Group
14600 Branch St.
Omaha, NE 68154

888.321.0808
https://www.carsongroup.com/

At Carson Partners, our mission is simple. We help you find your freedom.

Carson Partners is a one-of-a-kind accelerator for independent, growth-focused financial planners like you. We’re here to empower you to press fast-forward on your firm’s growth by outsourcing the tedious back-office functions so you can get out of the weeds, focus on what’s most important, and enjoy your business again.

 

Run. Grow. Love Your business.

The complete ecosystem of services you’ll find at Carson Partners makes it possible for you to:

  • Run your business more efficiently
  • Grow more quickly
  • Focus on doing what you love – both inside and outside the office.

Carson Partners has helped 130+ advisor firms find their freedom. We can help you too.


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Finance of America Reverse
8023 E 63rd Place #700
Tulsa, OK 74133
918.477.7771
www.fareverse.com

The Retirement Strategies Division of Finance of America Reverse LLC (FAR) is the nation’s leader in home equity education for financial professionals. With insight and guidance from seasoned reverse mortgage experts, FAR provides powerful tools and valuable resources aimed at helping homeowners strategically leverage housing wealth as part of a comprehensive retirement plan.


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Hubly
289-2366 Main Mall
Vancouver, British Columbia, V6T 1Z4, Canada
888.329.0276
www.myhubly.com

Hubly prevents things from falling through the cracks for financial advisors and their teams with one hub to track all of the moving parts. Hubly re-imagines practice management by bringing greater efficiencies, workflows, tracking, and team collaboration into a digital workspace. To learn more about Hubly, visit www.myhubly.com.


LLIS.jpg LLiS
2907 W. Bay to Bay Blvd.
Suite 102

Tampa, FL 33629
877.254.4429
www.llis.com

LLIS provides fee-only financial advisors and their clients with comprehensive insurance consulting and support services. We're a team of experts in the insurance process—from planning to ongoing service to free policy reviews—for term, long-term care, disability, annuities, hybrids, and low load fixed and variable life solutions from highly-rated companies. The introduction of ALLIS, a robust advisor and client relationship management system, continued LLIS's high-touch, high-tech approach in finding the right insurance solution based on the client's needs and their financial advisor's recommendations. Our 20+ team members have worked seamlessly since the beginning of the COVID-19 pandemic to help your clients reach their income security and wealth preservation goals. So no matter the setting, we are always the advisor’s insurance advisor®.



Silver Sponsors

BEI_Logo_option1.png Business Enterprise Institute, Inc. (BEI)
3461 Ringsby Ct., Suite 405
Denver, CO 80216

720.573.6701
www.exitplanning.com

BEI provides comprehensive Exit Planning practice-development tools, education, and ongoing support to financial, accounting, and legal advisors that work directly with, and for, business owners. These tools help BEI customers differentiate their practice and provide better solutions to clients. No other organization offers advisors more comprehensive Exit Planning training, marketing support, and plan-creation tools. For over 25 years, the BEI suite of solutions has allowed advisors to get more done, build deeper relationships, and help more business owner clients reach their goals.

Attract – Grow your client base, while bringing new services to existing clients through additional business planning work.

Engage – Keep clients (business owners) moving towards their goals through a collaborative exit planning approach.

Deliver – Achieve real results for your business owner clients and your practice.

If you desire to improve client acquisition & retention, engage in more fulfilling work, streamline your processes, and/or increase revenue, we can help.   


fpalphalogo.png FP Alpha
445 Park Avenue
6th Floor
New York, NY 10022

https://fpalpha.com/

FP Alpha is an AI-driven, holistic financial planning solution that reads wills, trusts, tax returns, and insurance policies to instantly summarize the data, identify actionable planning insights, and quantify the value of the advice across 16 disciplines, all while remaining completely complementary to current retirement planning software.


IncomeLab_Logo_option1.png Income Lab
1301 Arapahoe St #105
Golden, CO 80401
909.326.7127
www.incomelaboratory.com

Income Lab is the only provider of software for dynamic—not static—retirement planning. Financial advisors use Income Lab's advanced technology to build and monitor dynamic retirement income plans that help retirees adjust for evolving economic and market conditions, taxes, and changes in client spending. Income Lab's software monitors retirement plans monthly to see whether circumstances have changed sufficiently to warrant modifications and then notifies advisors, who can discuss any adjustments with clients.


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Law Offices of Lori J. Neidel
910 E Broadway, Suite 210
Columbia, MO 65201
573.416.8077
www.neidellaw.com

Adviser Compliance Services
910 E Broadway, Suite 209
Columbia, MO 65201
573.416.8076
www.advisercompliancesvcs.com

The Law Office of Lori J. Neidel offers legal and compliance consulting services to registered investment advisers in the areas of regulatory matters and compliance. The firm serves individuals and firms seeking representation and counsel in registration filings, those needing advisory agreements and business succession planning documents, and those requiring representation in regulatory enforcement proceedings.

Lori is also head of Adviser Compliance Services, a compliance consulting firm independent of the law office, which offers outsourced chief compliance officer support to independent registered investment advisers.


MAGA Ltd. / Murray A. Gordon & Assoc.
2801 Lakeside Drive, 3rd Floor
Bannockburn, IL 60015
800.533.6242
www.magaltc.com

For 47 years, our mission at Murray A. Gordon & Associates/MAGA Ltd., has been to work hard to make Long Term Care Planning easy.  MAGA’s three principals provide over 100 years of LTCI expertise, offering a range of thoughtful, cutting-edge LTC Planning solutions, including Stand-Alone LTCI and Hybrid Asset-Based Life and Annuities with LTCI Riders.  Our knowledgeable team provides attentive customer service, including policy reviews and hands-on claim support. 

Our clients have collected TENS OF MILLIONS of dollars in LTCI benefits!

We are committed to LTCI education and offer CFP® approved CE programs.  MAGA is the nation’s most experienced LTC planning specialist and a long-time ACP sponsor.  Licensed Nationally.  Put our expertise to work for you: call Brian Gordon, Peter Florek, or Murray Gordon at 800-533-6242 or email us at info@magaltd.com.


M and C_Logo_option1.png Moors & Cabot Investments
One Federal Street, 19th Floor
Boston, MA 02110
617.314.0478
www.mcmunis.com

Let us help you do your best municipal bond work. Your expertise is advising your clients. It is not searching through thousands of muni offerings to find the best bonds. This can cause you to waste valuable time and money. To make matters worse, you know a one-size-fits-all mutual fund, ETF or large scale separate account is not the best option for your most discerning clients. Get the expertise you need with a targeted approach to muni bond selection. At Moors & Cabot Investments, your muni bonds are carefully curated by an expert trader and crafted into a customized portfolio to meet the individual investment needs of your clients. Your expert advice, combined with our market access and targeted approach, lets you offer fully-customizable municipal bond portfolios as part of your regular asset allocation process. Visit us at www.mcmunis.com.


Mortgage Twins

Mortgage Twins / Wintrust Mortgage
7801 East Bush Lake Road, Ste 475
Bloomington, MN 55439

612.462.5106 & 651.395.0597
www.mortgagetwins.com

Your National Mortgage Resource lending in all 50 states. Mike & Carl have devoted their energy to providing fee-only planners and their clients with information and options to ensure individual and family mortgage needs are fulfilled. Mike & Carl understand the nature of planner-client relationships and how a mortgage can fit into comprehensive financial and life plans. Mike & Carl work as a team to manage the process from inquiry through approval and closing. Call or email with any questions or scenarios you would like to review.


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National Association of Personal Financial Advisors
8700 W. Bryn Mawr Avenue, Suite 700N
Chicago, IL 60631
847.483.5400
www.napfa.org

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of fee-only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Our rich history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then we have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to our Code of Ethics.  It's all a part of the mission of NAPFA. The association provides support and education for over 4,300 practitioners all over the country.


Brandt_Team_Logo_option1.png The Brandt Team at Northpointe Bank
6803 Lake Worth Road, Ste 315
Lake Worth, FL 33467
954.476.8223
www.BrandtHomeFinance.com

The Brandt Team at Northpointe Bank strives to bring value to our clients by offering client-dedicated loan products and outstanding service.   

We specialize in working with self-employed borrowers and retirees. The Brandt Team takes a comprehensive approach to financing, first gathering all the pieces of a buyer’s financial puzzle and then figuring out the best way to put the puzzle together. We are able to review traditional income sources like W2s and tax returns as well as alternative options for determining cash flow such as assets and bank statements.

Our background in accounting and business often makes us the right fit for a borrower with complex financial circumstances, from high net worth clients to first-time homebuyers.

As senior loan officers for Northpointe Bank, in addition to offering Conventional, FHA, VA, and Jumbo loans in all 50 states and US territories, we are able to leverage the bank’s balance sheet to provide many custom loan products, including but not limited to: Doctor and Professional Loans, Neighborhood Hero Programs, Construction to Perm Loans, Equity Lines of Credit, Bank Statement Loans, 2nd Mortgages/Piggyback 2nds, and Equity Builder.

Some work 9 to 5, we work Start to Finish. For more information call 954.476.8223, email us at brandtteam@northpointe.com, or go to www.BrandtHomeFinance.com.


SSG_Logo_03_2013.jpg Shareholders Service Group
9845 Erma Road, Suite 312
San Diego, CA 92131
800.380.7370
www.ssginstitutional.com

Shareholders Service Group (SSG) provides custodial services exclusively for independent registered investment advisors (RIAs). SSG is dedicated to helping RIAs succeed in working with their clients by providing the best overall platform of investment solutions, service and technology. SSG was the highest-rated custodial platform in the 2020 T3/Inside Information Advisor Software Survey. Employees of SSG have an average of over 19 years of experience in serving the needs of independent RIAs. This experience allows SSG to deliver the “SSG Same-Day Promise” which means that service requests received by noon receive same-day attention. The company was founded in 2002 and currently serves approximately 1,600 independent RIAs. Learn more at: ssginstitutional.com.