2012 Event Sponsors

Plantinum Sponsors



Event Sponsors





Past Participants

Past Participants:

  • 888 International
  • Abacus Wealth Partners
  • Adanandus & Baldwin, LLC
  • AFW Wealth Advisors
  • Altavista Wealth Management
  • American Portfolios Financial Services
  • Ameriprise Financial Services, Inc.
  • Bank of America
  • Barclays Wealth
  • BB & T Bank
  • Beacon Capital, LLC
  • Bell Associates
  • Bernstein Global Wealth Management
  • Bessemer Trust
  • BRP/Grenier Financial Services
  • Cambridge Investment Research
  • Canty Financial Managment Inc.
  • Centinel Financial Group
  • Cetera Financial Group
  • Charles Schwab
  • Christopher Street Financial
  • Citi Personal Wealth Management
  • Commonwealth Financial Network
  • Cox Financial Services, LLC
  • Credit Suisse
  • Dumont & Blake Investment Advisors, LLC
  • Eagle Wealth Services
  • Egan, Berger & Weiner
  • Erickson Advisors
  • F&V Capital Management
  • Fifth Third Bank
  • First Command Financial Services
  • Foa & Son Corporation
  • Freedom Financial Solutions
  • Gerstein Fisher
  • Global Portfolio Management
  • Godfrey Financial Associates, Inc.
  • G-Squared Advisory
  • Guardian Life Insurance Company
  • GV Financial Advisors, Inc.
  • Holland Capital Management
  • HSBC Bank USA
  • ING Financial Partners
  • Insured Retirement Institute-IRI
  • Investment Consultant
  • IRI
  • J.W. Cole Financial, Inc.
  • Janney Montgomery Scott
  • JMG Financial Group, Ltd.
  • JP Morgan Chase
  • Kaplan Financial Advisors, LLC
  • KBS Capital Markets Group
  • Lara Shull & May, LLC
  • Legacy Investment Advisors
  • LPL Financial
  • LRN Associates
  • M&T Bank
  • Manning & Napier
  • Margarita Anthoine RIA, LLC (MARIA, LLC)
  • Mass Mutual
  • Meridian Financial Services
  • Merkel Financial Services
  • Merrill Lynch Global Wealth Management
  • Merrill Lynch Private Banking & Investment Group
  • Metropolitan Capital Strategies, LLC
  • Morgan Stanley
  • Neuberger Berman
  • New Century Asset Management, Inc.
  • New York Life
  • Newport Capital Group
  • North Global Securities
  • NUA Advisors
  • On Wall Street
  • Oppenheimer & Co
  • Parker Financial, LLC
  • Patton, Heide & Associates
  • Pershing LLC
  • PNC Investments
  • PPB Advisors, LLC
  • Primerica
  • PrimeVest Financial Services, Inc.
  • PRINCE FINANCIAL ADVISORY LLC
  • Principal Financial Group dba Thome Benefit Solutions
  • Prudential Financial
  • Raymond James & Associates, Inc.
  • Raymond James Financial Services, Inc
  • RBC Wealth Management
  • Renaissance Wealth Management Group
  • Rita Robbins Associates, Inc.
  • Riverside Capital Management
  • Rochdale Investment Management
  • SEI Wealth Network
  • Sentinel Financial Services Company
  • Simms Capital Management
  • Strategic Planning Group of MetLife
  • STRATEGIC WEALTH MANAGEMENT GROUP, LLC
  • StrategicPoint Investment Advisors
  • Sullivan Wealth Management
  • The Grandview Group
  • The Sher Group
  • The Starner Group of Raymond James
  • Thrivent Financial for Lutherans
  • UBS
  • United Wealth Management
  • Vanderbilt Securities
  • VS Global Financial Solutions
  • Warner Financial, Inc
  • WealthCare Solutions
  • Wells Fargo Advisors
  • Windward Investment Management