Sponsors

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Sponsorship opportunities and registration available.

For more information, please contact jill@acplanners.org
Platinum Sponsors
Asset-Dedication-Logo---Black-Text.jpg Asset Dedication
220 Montgomery St.

Suite 865
San Francisco, CA 94104
866.535.0897
www.assetdedication.com

Asset Dedication partners with planning-centric advisors by freeing them from the burden of investment management and back-office administration. Our investment strategy refines and expands the ACP model, utilizing dedicated portfolio theory by linking each client’s portfolios to their lifetime financial plan via our unique Critical Path System. The equity portion is time-targeted to maximize the minimum growth based on the minimax principle, and the fixed income portion is built to minimize its cost. We also provide a full range of back-office services to reduce or eliminate operational headaches such as trading, automated tax loss harvesting, etc. Our goal is to help advisors scale their business and free up more time for servicing clients—and living their own livesand less time dealing with technical and tedious tasks. ACP advisors qualify for a special discount. For more details, contact info@assetdedication.com or visit our website.


BW_Green.jpg Bert Whitehead, J.D., M.B.A.
248.766.0034
www.bertwhitehead.com


Bert Whitehead
is a pioneer in the fee-only financial planning industry. His behaviorally-based financial theories are the foundation of the ACP System. Bert is the founder of the Alliance of Comprehensive Planners, as well as his own practice, Cambridge Connection, Inc., which he started in 1972. Bert's Bookstore lists popular marketing and client material he's developed, including Why Smart People Do Stupid Things With Money: Overcoming Financial Dysfunction, the ever popular Deduct It! Deduct It! Charitable Contribution Tracker, as well as several others. You’ll find Bert’s Bookstore online at www.bertwhitehead.com.


LLIS.jpg LLiS
2907 W. Bay to Bay Blvd.
Suite 102

Tampa, FL 33629
877.254.4429
www.llis.com

LLiS provides fee-only financial planners and their clients with comprehensive insurance consulting and support services. We're a team of experts in the insurance process – from planning to ongoing service to policy reviews – for term, long term care, disability, annuities, hybrids, and low load fixed and variable life products from highly-rated companies. We find the right insurance solution based on a client’s needs and their financial planner’s recommendations. Since introducing ALLiS, a robust advisor and client relationship management system, LLIS continues to be a trusted resource and the advisor’s insurance advisor®.


Logo_JPG.jpg Longbridge Financial, LLC
400 N. Sam Houston Pkwy E. Suite 302
Houston, TX 77060
281.272.6299
www.longbridge-financial.com/advisors

Longbridge Financial, LLC is a leading national reverse mortgage lender and servicer committed to providing financial advisors with the education and support needed to responsibly utilize home equity in retirement planning. The financial solutions Longbridge offers can help clients by providing options to improve flexibility, tax efficiency, and cash flow—while preserving other portfolio assets. Longbridge is a resource for advisors and their clients across the country, working with reputable firms that share our commitment to the highest ethical, regulatory, and customer service standards.

For more information, please call us today at 855-246-1765 or contact advisors@longbridge-financial.com to join our Advisor Network. We will help you take advantage of the many benefits this exclusive membership offers, including special discounts for your clients and educational opportunities for you.


TD Ameritrade TD Ameritrade Institutional
5010 Wateridge Vista Drive 
San Diego, CA 92121  
800.934.6124
www.tdainstitutional.com

You got into this business for a reason. To transform lives. To build a business you could be proud of. To elevate your community. Whatever your why is, TD Ameritrade Institutional is all about helping you achieve it.

Award-winning tech
Spend less time trouble shooting and more time rocking your clients’ world. Open-architecture Veo One lets you do more in one place. iRebal slashes rebalancing time.

Industry-leading service
Consider us an extension of your staff. TD Ameritrade Institutional always has your back.

Advisor-first advocacy
From policy input to industry sustainability, you have someone going to bat to future-proof your business.

Learn more at tdainstitutional.com or call us at 800-934-6124.

TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC



Silver Sponsors


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Association of International Certified Professional Accountants
220 Leigh Farm Road
Durham, NC 27707
919.402.4500
www.aicpa.org/pfp

The AICPA’s Personal Financial Planning Section is the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, retirement, estate, risk management, and investment planning advice to individuals, families, and business owners. 

The Personal Financial Specialist credential distinguishes holders as having demonstrated that they have the subject matter expertise and experience necessary to deliver the highest-quality services in personal financial planning, in addition to the CPA's traditional hallmarks of uncompromising objectivity and integrity and adherence to the AICPA's Code of Professional Conduct.


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BillFin by Redi2 Technologies
211 Congress St, 11th Floor
Boston, MA 02110
844-518-7873
www.redi2.com/billfin

Redi2 BillFin™ is the first cloud-based billing solution for Registered Investment Advisors. Redi2 calculates fees with solutions hosted by Redi2 Technologies for over 750 financial service firms. Redi2’s product line provides automated fee billing for institutional asset managers, investment sponsors, independent broker-dealers, private wealth managers, RIAs, TAMPs, and other third-party service providers.



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Dimensional Fund Advisors
6300 Bee Cave Road, Building One
Austin, TX 78746
512.306.7400
www.dimensional.com

Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies. As of December 31, 2019, Dimensional and its affiliates manage $609 billion in USD for investors worldwide.


Markel_Gold-2018.jpg Markel Investment Advisors
4600 Cox Road
Glen Allen, VA 23060
800.691.1515
www.markelinvestmentadvisors.com

Markel
’s investment advisor professional liability insurance offers E&O insurance for RIAs and financial planners. Since 1988, it has established a strong reputation based on its industry expertise, stable premiums, and excellent claims management services. Markel offers policy customization, risk mitigation strategies, and optional cyber liability coverage.

Mortgage Twins

Mortgage Twins / Wintrust Mortgage
3500 American Blvd. W., Suite 450
Bloomington, MN 55431
952.224.2514 and 952.224.1877
www.wintrustmortgage.com

Your National Mortgage Resource lending in all 50 states. Mike & Carl have devoted their energy to providing fee-only planners and their clients with information and options to ensure individual and family mortgage needs are fulfilled. Mike & Carl understand the nature of planner-client relationships and how a mortgage can fit into comprehensive financial and life plans. Mike & Carl work as a team to manage the process from inquiry through approval and closing. Call or email with any questions or scenarios you would like to review.


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National Association of Personal Financial Advisors
8700 W. Bryn Mawr Avenue, Suite 700N
Chicago, IL 60631
847-483-5400
www.napfa.org/

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of fee-only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Our rich history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then we have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to our Code of Ethics.  It's all a part of the mission of NAPFA. The association provides support and education for over 3,800 practitioners all over the country.


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Law Office of Lori J. Neidel
910 E Broadway, Suite 210
Columbia, MO 65201
573.416.8077
www.neidellaw.com

Adviser Compliance Services
910 E Broadway, Suite 209
Columbia, MO 65201
573.416.8076
www.advisercompliancesvcs.com


The Law Office of Lori J. Neidel
offers legal and compliance consulting services to registered investment advisers in the areas of regulatory matters and compliance. The firm serves individuals and firms seeking representation and counsel in registration filings, those needing advisory agreements and business succession planning documents, and those requiring representation in regulatory enforcement proceedings.

Lori is also head of Adviser Compliance Services, a compliance consulting firm independent of the law office, which offers outsourced chief compliance officer support to independent registered investment advisers.


Brandt_Team_Logo_option1.png The Brandt Team at Northpointe Bank
6803 Lake Worth Road, Ste 315
Lake Worth, FL 33467
954.476.8223
www.BrandtHomeFinance.com

The Brandt Team at Northpointe Bank strives to bring value to our clients by offering client-dedicated loan products and outstanding service.   

We specialize in working with self-employed borrowers and retirees. The Brandt Team takes a comprehensive approach to financing, first gathering all the pieces of a buyer’s financial puzzle and then figuring out the best way to put the puzzle together. We are able to review traditional income sources like W2s and tax returns as well as alternative options for determining cash flow such as assets and bank statements.

Our background in accounting and business often makes us the right fit for a borrower with complex financial circumstances, from high net worth clients to first-time homebuyers.

As senior loan officers for Northpointe Bank, in addition to offering Conventional, FHA, VA, and Jumbo loans in all 50 states and US territories, we are able to leverage the bank’s balance sheet to provide many custom loan products, including but not limited to: Doctor and Professional Loans, Neighborhood Hero Programs, Construction to Perm Loans, Equity Lines of Credit, Bank Statement Loans, 2nd Mortgages/Piggyback 2nds, and Equity Builder.

Some work 9 to 5, we work Start to Finish. For more information call 954-476-8223, email us at brandtteam@northpointe.com, or go to www.BrandtHomeFinance.com.


SSG_Logo_03_2013.jpg Shareholders Service Group
9845 Erma Road, Suite 312
San Diego, CA 92131
800.380.7370
www.ssginstitutional.com

SSG was created to provide high-quality, dedicated services for independent registered investment advisors. We work exclusively with independent RIAs serving affluent clients across the nation. Our management team has a proven track record of building and managing brokerage and custodial platforms renowned for their customer service. We have developed a personal and flexible service model for advisors that custody their client assets with us. Our brokerage technology and custodial services are helping independent RIAs across the country to be more efficient.