Commonwealth Financial Network®
After more than 30 years as a privately owned, independent broker/dealer–RIA, we remain true to our core mission: doing whatever it takes to help you serve your clients, pursue your vision for success, and solidify your role as the key financial problem solver in every aspect of your clients’ financial lives.

Jefferson National Financial
Jefferson National offers retirement products for fee-only advisors and the clients they serve. We believe that simple, low-cost variable annuities should be considered for every American's retirement portfolio, and we’ve made it our mission to help all Americans save more by launching Monument Advisor, the first variable annuity with a flat-insurance fee. Jefferson National serves more than 60,000 customers nationwide, and is domiciled in Dallas, Texas with authority in 49 states and the District of Columbia. The company is has operations in Louisville KY and offices in New York, NY. To reach our advisor support desk, please call 866-WHY-FLAT (1-866-949-3528).

To learn more, please visit www.jeffnat.com.

Securities America
Advisors today must educate and engage clients about retirement income planning. To do that, they need a comprehensive system to create, monitor and manage predictable retirement income streams. Independent broker/dealer Securities America has re-engineered retirement planning with one of the industry’s most versatile programs for income distribution – everything advisors need to become an income planning specialist, including a coaching program for implementing income distribution planning in their practice.

The Options Industry Council (OIC), formed in 1992, educates investors about the benefits and risks of exchangetraded options. Options are a versatile but complex product, and that is why OIC hosts seminars, webcasts and podcasts, distributes software and literature and maintains a web site and Help Desk – all focused on options education.

Founded in 1994, IRON was built on a fundamental commitment to provide investment strategies and solutions that mitigate risk, generate attractive relative returns and help individuals and organizations preserve and grow capital. IRON is an Investment Management and Corporate Retirement Services solutions provider with $1.4bn of client assets under management. We manage investment portfolios across both core and alternative asset classes. In addition, IRON offers a comprehensive set of Corporate Retirement solutions to the qualified retirement plan marketplace that includes co-fiduciary investment advisory services, legal, administration, recordkeeping and reporting.

William Blair & Company, L.L.C.
William Blair & Company, L.L.C. is an employee-owned investment firm, headquartered in Chicago, that offers a wide array of quality services to private and institutional clients around the world. Since its founding in 1935, the firm has provided a consistent, well-defined investment philosophy based on thorough and intensive research.