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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