SPONSORS
Premier Sponsor
Morgan Stanley
Nationwide
Summit Sponsors
BNY Mellon | Pershing
Charles Schwab
Fidelity Clearing & Custody Solutions®
T. Rowe Price Group, Inc.
Wells Fargo Advisors
Supporting Sponsors
AXA
Cambridge Investment Group, Inc
Table Sponsors
Apriem Advisors
Apriem strives to be a real change leader in the industry through our signature initiatives. Firstly, Apriem President, Rhonda Ducote started Women of Wisdom (WOW) in 2014 to encourage, embrace and educate women to become more involved in their family finances. Secondly, through ‘Apriem Cares’ the firm is deeply involved with causes that benefit underrepresented groups of women, children, and elders. Lastly, our Industrial Retiree Service specializes in the industrial sector, managing assets for blue collar workers in Southern California. As with the rest of our diverse clientele, Apriem is honored to serve and build the road to a bright financial future for our clientele.
Ariel Investments, LLC
Over the past 35 years, Ariel has maintained its belief that a focused, patient outlook will drive long-term results. In fact, we adopted the motto, “slow and steady wins the race” from Aesop’s fable, to highlight our discipline and conviction in these principles. This philosophy is embedded in the research process and shapes the way we build investment portfolios.
We believe the experience and expertise of our team provides deep institutional knowledge of the individual companies we follow. We manage three strategies—traditional value, deep value and international/global—in separate accounts and no-load mutual fund offerings, which are available to institutional and individual investors, financial intermediaries and defined contribution plans.
For more information about the firm, please visit Ariel’s award-winning website, arielinvestments.com.
FS Investments
Raymond James
Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 7,200 financial advisors serving in excess of 3 million client accounts in more than 2,900 locations throughout the United States, Canada and overseas. Total client assets are approximately $643 billion.
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
TD Ameritrade
Strategic Partners
The Foundation for Financial Planning (FFP)
Sponsored by
Event Location
Edison Ballroom
240 W. 47th Street
New York, NY 10036
Tel: (212) 201-7650
Recommended Lodging
Hotel Edison
228 W 47th Street
New York, NY 10036
Tel: (212) 840-5000
Click here for more information on parking and directions.