Spotlight on FSI Sponsors

PARTNER LAW SPONSORS

Winget, Spadafora & Schwartzberg, LLP

Winget, Spadafora & Schwartzberg, LLP was founded in 1993, with the intention of bringing sophisticated capabilities to its clients while maintaining a personalized and collaborative approach. More than a quarter of a century later, our commitment to those values has developed Winget, Spadafora & Schwartzberg, LLP into a nationally recognized firm. Our dynamic attorneys remain dedicated to providing the focus, attention, and efficiency required to achieve optimal results for our clients in the most cost-effective manner possible.

ASSOCIATE SPONSORS

Abacus Life

Abacus Life is a leading vertically integrated alternative asset manager and market maker, specializing in longevity and actuarial technology. The company is democratizing the life insurance space through three groundbreaking new channels: ABL Tech, ABL Wealth, and ABL Longevity Funds.

Advisor360

Advisor360° builds and integrates technology for wealth management firms. The company’s award-winning integrated and open architecture SaaS platform brings a connected digital wealth experience to financial advisors, their clients, and the home office so that firms can drive better outcomes and innovate quickly, resulting in increased growth and deeper relationships. Advisor360° clients benefit from timesaving capabilities and streamlined workflows when it comes to portfolio and performance reporting, financial planning, insurance, proposal generation, trading and model management, digital onboarding, document management, analytics, and compliance. The company’s proprietary Unified Data Fabric™ (UDF) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. Today, three million households with $1 trillion in assets benefit from the connected Advisor360° experience. To learn more, visit www.advisor360.com.

Allianz Life Financial Services, LLC

Allianz Life Insurance Company of North America, one of the FORTUNE 100 Best Companies to Work For® and one of the Ethisphere World’s Most Ethical Companies®, has been keeping its promises since 1896 by helping Americans achieve their retirement income and protection goals with a variety of annuity and life insurance products. In 2021, Allianz Life provided additional value to its policyholders via distributions of more than $10.6 billion. As a leading provider of fixed index annuities, registered index-linked annuities and fixed index universal life insurance, Allianz Life is part of Allianz SE, a global leader in the financial services industry with approximately 150,000 employees in more than 70 countries. Allianz Life is a proud sponsor of Allianz Field® in St. Paul, Minnesota, home of Major League Soccer’s Minnesota United.

Aon Risk Solutions

Aon has an established national broker/dealer E & O practice, based in New York, tailoring programs to meet the needs of our individual clients. Our team prides itself on providing quality service, developing creative solutions, and advocating for the best claims outcomes throughout the year.

Arthur J. Gallagher

Arthur J. Gallagher & Co. is one of the world’s largest full-service insurance brokers. Gallagher promotes an entrepreneurial culture by hiring and developing insurance industry specialists. Gallagher’s commitment to niche strategy has been key to the success and growth of the Financial Services team in Irvine, CA.

Ashar Group

Ashar Group is a nationally licensed life settlement brokerage that acts as a fiduciary to protect the best interests of policy owners in the life settlement process by creating a competitive policy auction to deliver the best value to the seller. Ashar Group is an independent seller’s representative and does not sell life insurance, management assets, or purchase policies. We are an independent resource for fiduciary advisors and their clients specializing in life insurance valuation for planning purposes.

Ashford Securities

Ashford Inc. is a leading alternative investment management company headquartered in Dallas, TX. Ashford invests in and manages more than 156 commercial real estate assets across multiple platforms and a portfolio of strategic operating businesses that provide services to the real estate industry. Ashford principals have a long track record of success and years of experience investing in and operating real estate.

Athene

Athene is a leading retirement services company that issues, reinsures and acquires retirement savings products. Our experience and precision focus provides Financial Institutions with retirement funding solutions they and their clients can depend on.

Axos Clearing

Axos Clearing is a full-service clearing firm serving the wealth management industry. For more than 20 years, we’ve provided flexible clearing and custody solutions focused on empowering our correspondents to grow their businesses.  Our technology offerings and partnerships with top industry providers enable the firms we serve to effectively navigate changes and employ the latest advancements in the financial services space. Our experienced team provides relationship-based service, getting to know each business to provide a deep level of partnership and support.

BetaNXT

BetaNXT is a provider of frictionless wealth management enterprise solutions, supported by decades of experience and powered by real-time data capabilities. Our integrated approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

Blackrock

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit BlackRock.com/models | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

Bluerock Capital Markets, LLC

Bluerock is a leading institutional alternative asset manager based in New York with regional offices across the U.S. Bluerock principals have a collective 100+ years of investing experience with more than $48 billion real estate and capital markets experience and manage multiple well-recognized real estate private and public company platforms. Today Bluerock manages more than $15.6 billion in AUM comprised of more than 48 million square feet of commercial and residential real estate.

Blue Vault

Blue Vault is the leading aggregator of alternative investment data and analysis. We specialize in industry insights, data, trends and tools. We are the high-octane fuel behind connecting advisors with alternative asset managers and driving investment solutions. We help advisors stay informed and provide the power to help select the best alts strategies for your clients and your practice.

Capital Rock

CapitalROCK, the makers of RightBRIDGE, provides financial services firms with a powerful and configurable rules engine to determine and document the suitability or best interest status of proposed rollovers, account types and products.

Corebridge Financial

Formerly AIG Life & Retirement, Corebridge Financial is one of the largest and most established providers of retirement solutions and insurance products in the U.S. At Corebridge, we believe no one achieves a financially secure future by accident — great things happen when people take action.

Docupace Technologies

Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors.

Disability Specialists, Inc

DSI maintains their position as a leader in the Group and Individual Disability Insurance Industry and as one of the foremost experts on enrolling Voluntary Group and Individual Disability Programs.

eMoney

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. 100,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 5 million households throughout the U.S. For more information, please visit: emoneyadvisor.com

Exchange Right

ExchangeRight and its affiliates’ vertically integrated platform features more than $5.7 billion in assets under management that are diversified across over 1,200 properties, and 23 million square feet throughout 47 states. ExchangeRight pursues its passion to empower people to be secure, free, and generous by providing REIT, fund, and 1031 DST portfolios that target secure capital, stable income, and strategic exits, all of which have historically met or exceeded investor projections since ExchangeRight’s inception. The company structures and manages net-leased portfolios of assets backed primarily by investment-grade corporations that successfully operate in the necessity-based retail and healthcare industries, as well as diversified value-add portfolios of inline and outparcel retail properties shadow-anchored by strong-performing grocery tenants. Past performance does not guarantee future results. Please visit www.exchangeright.com for more information.

Ezra Group

Ezra Group provides technology and strategy solutions to the wealth management industry. Ezra Group brings more than 15 years of experience to broker-dealers, banks, asset managers, and technology vendors. Clients look to us for specialized industry expertise to optimize their platforms, processes, and products and super-charge business growth. Under the leadership of CEO Craig Iskowitz, Ezra Group delivers deep knowledge and decades of experience in wealth management products and services. Ezra Group publishes original blogs, articles, podcasts, and newsletters that inform and educate audiences.

Greenline Consulting

GreenLine Consultants is an execution oriented team of financial service leaders. We help our meet and exceed their goals by combining our deep understanding of our clients product, technology, business objectives and our industry knowledge. Our partners have deep experience in growing, optimizing, and transforming businesses and are joined by a team of deeper subject matter experts. We have worked with hundreds of firms and developed solutions to meet many different needs. Most importantly, we are execution focused – the best plans are achievable.

Hexure

Hexure provides digital sales automation solutions to the insurance, financial services and wealth management industries that enable digital sales journeys and seamless sales experiences. Insurance carriers and distributors—including broker-dealers, IMOs, FMOs, banks and credit unions, BGAs, wirehouses and more—use Hexure solutions to deliver customer-centric sales experiences, reduce paper sales processing, create better digital workflows, meet regulatory requirements, increase speed to issuance, and improve in-good-order sales across various lines of life insurance, annuities, retirement, and wealth management products.

Hines Securities, Inc.

Hines Securities, Inc., member FINRA/SIPC, is the broker-dealer affiliate of Hines, a privately owned global real estate investment, development and management firm. Founded in 1957, Hines has built a reputation as one of the world’s leading commercial real estate firms. Designed to address the needs of today’s investors, Hines Securities offers investment opportunities sponsored by Hines through its three major platforms: Hines Global Income Trust, Hines Real Estate Exchange and Hines U.S. Direct Investments. Learn more at www.HinesSecurities.com.

Inland Real Estate

Integrity, Expertise and Experience- Inland provides deep institutional knowledge of real estate with the management acumen, financial strength and operational expertise to create value for investors. Strategies are implemented with a simple investment premise: to add value to every property in a portfolio by increasing revenues and decreasing expenses. The Inland difference is the firm’s ability to achieve investor objectives in multiple market cycles and across property types.

Invesco

Invesco (Ticker NYSE: IVZ) is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our distinctive investment teams deliver a comprehensive range of active, passive and alternative investment capabilities. With offices in more than 20 countries, Invesco managed US$1.528 trillion in assets on behalf of clients worldwide as of September 30, 2021.  For more information, visit www.invesco.com/us.

Ipipeline

iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. iPipeline couples one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows—from quote to commission—with seamless integration. The company’s vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.

Jackson

Jackson® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning—for financial professionals and their clients. Through our range of annuity products, financial know-how, history of award-winning service* and streamlined experiences, we strive to reduce the confusion that complicates retirement planning. We take a balanced, long-term approach to responsibly serving all our stakeholders, including customers, shareholders, distribution partners, employees, regulators and community partners. We believe by providing clarity for all today, we can help drive better outcomes for tomorrow.

Lincoln Financial Group

Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, and guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates.

ProNvest/Signix/Future

Future Capital was founded to bring a suite of simple, compliant, easily deployed solutions that enable advisors to offer retirement planning and account management to anyone with a workplace retirement account. Future Capital’s commitment to the industry is demonstrated in its drive to deliver powerful solutions that operate at the convergence of wealth and retirement.SIGNiX offers efficient digital signature and remote online notarization solutions that prioritize compliance, security, and long-term legal validity. Our innovative products help businesses in the most highly-regulated industries streamline their signing processes without compromising on safety, data privacy, and regulatory standards.

Uptiq

Founded in 2022, UPTIQ modernizes holistic wealth management for financial advisors by expanding services beyond traditional investments. A client’s financial life consists of more than just their assets. UPTIQ gives financial advisors the ability to manage liabilities as strategically as assets and preserve their clients’ wealth while maintaining liquidity for life’s biggest goals. Developed by experienced fintech entrepreneurs, UPTIQ’s Advisor Lending platform enables advisors to connect their clients to a network of lenders who can fund virtually any liquidity need or risk profile. Using Artificial Intelligence (AI), UPTIQ matches the right loan product and the right lender, and intelligently tailors pre-qualified credit solutions that deliver liquidity without disrupting the client’s investment strategy.