Thank you to our past event sponsors below...
To become a 2023 Partner, click HERE to check out our available opportunities!

This event would not be possible without the support of our partners who are all committed to improving the financial services industry!
Welcome Night Reception Sponsor
First Trust Advisors
Jack Conroy -
Platinum Sponsors
Putnam Investments
Jon Cooley -
Strategic Coach
Matt Yonke - 
Tim Hill -
FP Alpha
Josh Grossberg -
Walter | Haverfield LLP
T. Ted Motheral -
Merchant Investment Management
Jet It
Glenn Gonzales -
Andrea Lopez-Schlapia RCC™, HCS, sHRBP  -
Paul Garcia -
First Eagle Investment Management, LLC
Robert Milliman, National Sales Manager-IBD -
Van Eck Securities Corporation
Matt Murphy -
 FlexShares Exchange Traded Funds Managed by Northern Trust
Matt Radano - 
Dynasty Financial Partners
Mary DePietro -
Allianz Life Financial Services, LLC
Alexandra Henry -
Lunch Sponsor
Brad Hubbard -
Chris Wright -
Gold Sponsors
Brett Cortelezzi - 
True North Networks
Steven Ryder, President -
Breakfast Sponsor
Matt Halloran, Co-Founder -
Silver Sponsors
T. Rowe Price
Marty Brown, CIMA® -
Raymond James Financial Services, Inc.
David Sisemore -
Commonwealth Financial
Becca Hajjar, SVP, Field Development -
Idea Decanter
Laura Garfield -
Julia Knapp - 
Cocktail Hour Sponsor
ethos ESG
Luke Wilcox -
Welcome Bag Sponsor
Janus Henderson Investors
Eddie Nassar -
Advertising/Supporting Sponsors
Thornburg Investment Management
Catie Ish -
Columbia Threadneedle Investments
Andrew Dieter -
Global X Funds
Joe Riazzi -
Brittany Reed - 
Michele Caro -
Contact us at or call (800) 658-2507
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