2012 Event Sponsors

Platinum Sponsors:




Event Sponsors:




 




Past Participants

Participants: 2010-2011

  • 888 International
  • Abacus Wealth Partners
  • Adanandus & Baldwin, LLC
  • AFW Wealth Advisors
  • Altavista Wealth Management
  • American Portfolios Financial Services
  • Ameriprise Financial
  • Ameriprise Financial Services, Inc.
  • Anderson Wealth Management
  • Ascension Wealth Management, LLC
  • Bank Investment Consultant
  • 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
  • Cambridge Investment Research, Inc.
  • Canty Financial Managment Inc.
  • Capital Legacy Group
  • Carey Financial
  • Centinel Financial Group
  • Cetera Financial Group
  • Charles Schwab & Company
  • Christopher Street Financial
  • CITI
  • Citigroup
  • Commonwealth Financial Network
  • Cox Financial Services, LLC
  • Credit Suisse
  • Crystal Financial Strategies
  • D.A. Davidson & Co.
  • Diamond Consultants
  • Dow Jones
  • Dumont & Blake Investment Advisors, LLC
  • Eagle Wealth Services
  • Egan, Berger & Weiner
  • Element Financial Group
  • Erickson Advisors
  • F&V Capital Management
  • Fenwick Financial Services, LLC
  • Fidelity Investments
  • Fifth Third Bank
  • Financial Futures
  • Financial Planning
  • First Command Financial Services
  • Foa & Son Corporation
  • Freedom Financial Solutions
  • Frisch Financial Group, Inc.
  • G Squared Advisory, LLC
  • GERI PELL & ASSOCIATES , Ameriprise Financial
  • Gerstein Fisher
  • Global Portfolio Management
  • Godfrey Financial Associates, Inc.
  • GR Reid Consulting American Portfolios Financial Servies
  • GRELLA Financial Services
  • Guardian Life Insurance Company
  • GV Financial Advisors, Inc.
  • Hart & Patterson Financial Services
  • Hart & Patterson Financial Services, LLP
  • Holland Capital Management
  • HSBC Bank USA
  • ING Financial Partners
  • Insured Retirement Institute-IRI
  • Investment Consultant
  • IRI
  • Jack Oujo CPA, Inc.
  • J.W. Cole Financial, Inc.
  • Janney Montgomery Scott
  • JMG Financial Group, Ltd.
  • John Hancock
  • JP Morgan Chase
  • Kaplan Financial Advisors, LLC
  • Karen Morstad & Associates
  • KBS Capital Markets Group
  • Lara Shull & May, LLC
  • Legacy Investment Advisors
  • Longfellow Advisors
  • Loomis, Sayles & Company
  • LPL Financial Services
  • LRN Associates
  • M&T Bank
  • Manning & Napier
  • Margarita Anthoine RIA, LLC (MARIA, LLC)
  • Mass Mutual
  • Meridian Financial Services
  • Merkel Financial Services
  • Merrill Lynch
  • Metropolitan Capital Strategies, LLC
  • Morgan Stanley
  • Morgan Stanley Smith Barney
  • Neuberger Berman
  • New Century Asset Management, Inc.
  • New York Life
  • Newport Capital Group
  • North Global Securities
  • Northern Trust
  • NUA Advisors
  • On Wall Street
  • Oppenheimer & Co.
  • Parker Financial, LLC
  • Patton, Heide & Associates
  • Pershing Advisor Solutions LLC
  • PERSHING LLC
  • Pixel & Type, LLC
  • PNC Investments
  • PPB Advisors, LLC
  • Primerica
  • PrimeVest Financial Services, Inc.
  • PRINCE FINANCIAL ADVISORY LLC
  • Principal Financial Group dba Thome Benefit Solutions
  • Prudential Financial, Inc.
  • Raymond James & Associates, Inc.
  • Raymond James Financial Services, Inc
  • RBC Wealth Management
  • Renaissance Wealth Management Group
  • Resnick Investment Advisors
  • Rita Robbins Associates, Inc.
  • Riverside Capital Management
  • Rochdale Investment Management
  • Royal Alliance
  • SEI Wealth Network
  • Sentinel Benefits & Financial Group
  • Sentinel Investments
  • Shelley Fischer
  • Simms Capital Management
  • Sterling Financial Planning
  • 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 Financial Services Inc.
  • United Wealth Management
  • Vanderbilt Securities
  • VS Global Financial Solutions
  • Warner Financial, Inc
  • WealthCare Solutions
  • Wells Fargo Advisors
  • Windward Investment Management