CAMBRIDGE INVESTMENT GROUP
Cambridge Investment Group Inc. is a privately controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge offers a broad range of choices regarding advisor-focused financial solutions: advice solutions, technology solutions, platform choice and business structure solutions, consulting solutions and outsourcing solutions. Visit us at www.cir2.com.
CircleBlack is a wealth innovation company that is focused on delivering modern technology that strengthens the bond between advisors and their clients. CircleBlack helps advisors scale their practices using world-class account and data aggregation, providing performance reporting on all assets including held-away assets, and delivering personalized, targeted content on any device, including smartphones and tablets. Visit us at www.circleblack.com.
DPL FINANCIAL PARTNERS
DPL Financial Partners is an RIA insurance network that brings low-cost, fee-based insurance solutions from a variety of the nation's top carriers to RIA practices. Our consultants are product and carrier agnostic. We work for RIAs, not insurance carriers, to employ solutions that bring the best financial outcomes for RIA clients. Visit us at www.dplfp.com.
Great-West Financial helps millions of Americans build a greater financial future. From our start as a life insurance company incorporated in the United States in 1907, Great-West has evolved along with the financial needs of Americans. Today, we offer life insurance, annuities, mutual funds and more to prepare people for financial independence to and through retirement. Visit us at www.greatwest.com.
HANSON MCCLAIN ADVISORS
Hanson McClain Advisors is an independent investment financial advisory firm that specializes in retirement planning, investment advising and 401(k) management. Founded over 20 years ago by Scott Hanson and Pat McClain, the company has impacted thousands of lives with a client-first approach and a focus on financial education. Visit us at www.HansonMcClain.com.
With nearly 30 years of manager selection and asset allocation experience, Litman Gregory’s core expertise is intensive research. Advisors can access this expertise through Litman Gregory Portfolio Strategies, AdvisorIntelligence and the Litman Gregory Masters Funds. Visit us at www.lgam.com.
Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States and is rated A+ by both A.M. Best and Standard & Poor’s. The company provides a full range of insurance and financial services. For more information, visit www.nationwide.com.
REINVENT YOUR PRACTICE LLC
The time has come to mount an aggressive defense against competitive pressures by creating and delivering a level of prospect and client engagement that highlights and heightens the value your clients and prospective clients see and experience in your services. You must Reinvent Your Practice. Visit us at www.ReinventYourPractice.com.
Riskalyze 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.