2019 COMPANY PROFILES

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ATHENE USA
atheneAthene USA is an Iowa-domiciled corporation that serves as the U.S. holding company for Athene’s annuity operations in the United States. Headquartered in West Des Moines, Iowa, Athene USA serves customers in all 50 states, and through its predecessor companies, has been serving American consumers for more than 100 years. Visit us at www.athene.com.

CETERA FINANCIAL GROUP
ceteraWe empower the delivery of professional financial advice to individuals, families and company retirement plans across the country. We support independent and institutions-based advisors, tax professionals, and bank and credit union programs. Our exclusive Advice-Centric Experience makes the delivery of financial insight and advice more efficient, more transparent and more human. Visit us at www.cetera.com

CHALICE FINANCIAL NETWORK
chaliceChalice Financial Network is an exclusive member-benefit organization dedicated to empowering today's small to mid-sized advisor. Through our digital marketplace—Chalice Advisor Exchange—we provide access to best-in-class wealth management products and services in pursuit of the economies of scale and operational efficiencies advisors want and need to succeed. Our community also provides unique peer-to-peer networking and collaboration opportunities creating a forum for sharing ideas and best practices to help strengthen members collectively. Visit us at www.chalicefn.com.

EMONEY ADVISOR
emoneyeMoney Advisor provides scalable wealth management solutions to more than 50,000 financial professionals in the United States, helping them deliver more plans to more people. Visit us at www.emoneyadvisor.com.

MATRIX FINANCIAL SOLUTIONS
matrixMatrix Financial Solutions is a leading provider of TrueOpen retirement products and services for third party administrators, financial advisors, banks and other financial professionals. Matrix serves more than 400 financial institutions with over $300 billion in customer assets processed through its trading platform. For more information about Matrix, please visit www.broadridge.com.

NATIONWIDE ADVISORY SOLUTIONS
nationwideNationwide Advisory Solutions, formerly Jefferson National, is a recognized innovator with a mission to help RIAs and fee-based advisors build their practice by helping their clients to potentially accumulate more wealth and reach their financial goals. It does this by developing and delivering value-added investment products, services and technologies that fit the fiduciary standard—wrapped in an industry-leading customer experience. To learn more, please visit www.nationwideadvisory.com.

PRINCIPAL
principalPrincipal helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. Our employees are passionate about helping clients of all income and portfolio sizes achieve their goals—offering innovative ideas, investment expertise and real-life solutions to make financial progress possible. To find out more, visit us at www.principal.com.

REMINDERMEDIA
rmediaReminderMedia is the highest quality client follow-up program for financial advisors. With a turn-key, easy-to-use interface and proven ROI from our clients, ReminderMedia's personalized approach to financial service marketing works! Stay top of mind and start generating more referrals and repeat business today. Visit us at www.remindermedia.com/retirement.

RISKALYZE
riskalyzeRiskalyze invented the Risk Number, which powers the world's first risk alignment platform, empowers advisors to automate client accounts with Autopilot, delivers the first risk-centric 401k experience with Riskalyze Retirement Solutions, and enables enterprises to develop real-time visibility, increase revenue, spot issues and navigate changing fiduciary rules with Compliance Cloud. Visit us at www.riskalyze.com.

SNAPPY KRAKEN
snappyDeemed "the most innovative marketing platform for advisors," Snappy Kraken ensures its members are one-of-a-kind in their market. Exclusive rights to use automated campaigns in designated territories assures advisors will never look like a clone of their competition. Snappy Kraken is bold, unique and automated marketing that gets results! Visit us at www.snappykraken.com.

UNITED PLANNERS
unitedplannersAn RIA and broker-dealer structured as a limited partnership, providing partners and associates an unfettered program to conduct fee-based and commission business for over 30 years. Advisors are offered the flexibility of being independent with a broad choice of custodians under the firm RIA or their own independent RIA. Visit us at www.unitedplanners.com.

WHITE GLOVE
whitegloveWhite Glove offers a comprehensive program that gives professionals all across the United States and Canada the tools they need to gain more clients, increase ROI and significantly improve their practice. As the pioneer of a 100% done-for-you, turnkey, risk-free, triple guaranteed seminar planning and digital marketing program, visit www.whiteglove.com.