For sponsorship opportunities, please click here 

Platinum Sponsors

  Asset Dedication
220 Montgomery St. 
Suite 450
San Francisco, CA 94104 

 Asset Dedication partners with planning-centric advisors by lifting the burden of investment management and back-office administration. Our investment strategy expands upon the ACP model of dedicated portfolios and links each client’s portfolio to their lifetime financial plan via our unique Critical Path system. We also provide a full range of back-office services to help reduce your operational headaches. Our goal is to help advisors scale their business and free up more time for servicing clients – and living their own lives – and less time dealing with technical and tedious tasks. For more details, please click here.

2907 W. Bay to Bay Blvd. 
Suite 102 
Tampa, FL 33629 

At LLIS, we strive to provide what some call ‘impossible service standards.’ From the helpful person manning our phones to the members of our New Business Team who leave no stone unturned, our goal is to find the right insurance solutions for every client. Our Advisor Services Team keeps up-to-date with the latest policy designs, underwriting niches, and emerging trends in wealth protection, giving us the ability to better identify the right product mix with the necessary safeguards for your clients. And we’re always looking for ways to streamline the process. With this level of dedication, nothing is impossible.

                    Reverse Mortgage Funding, LLC
1455 Broad Street 
2nd Floor 
Bloomfield, NJ 07003  

Learn how the “new” reverse mortgage may help your clients age 62 and older to effectively leverage an important asset: Home equity. Thanks to significantly lower costs and academic research (Evensky, Salter and Pfau) that demonstrates the value of the unique credit available with the FHA-insured Home Equity Conversion Mortgages (HECMs), reverse mortgages have gained acceptance as an effective financial tool to help meet the challenges of retirement financing. To learn the four common uses of reverse mortgages that may close the financial gap for your clients, please contact Tom Dickson at: 412-580-5954 or tdickson@reversefunding.com.


  Gold Sponsors


AmeriFunds Diversified Funding, LLC
9375 E. Shea Blvd. 
Suite 100
Scottsdale, AZ 85260 

AmeriFunds Diversified Funding is the investment manager for both the AmeriFunds Secured Income Fund I LLC (Fund I) and the AmeriFunds Secured Income Fund II LLC (Fund II). We provide fixed income solutions for the accredited investor, without sacrificing return in exchange for the stability of principal. Our funds allow investors the opportunity to participate in a unique asset class and a thoroughly diversified portfolio, of the type typically reserved for banks and other large institutions with monthly income distributions.

  Scottrade Advisor Services

Personalized service and powerful technology are hallmarks of Scottrade® Advisor Services, a division of Scottrade, Inc., providing comprehensive custodial and institutional trading services for Registered Investment Advisors. A fresh new custodial platform and advanced account management tools help create a productive environment for your business and minimize administrative headaches, while dedicated relationship teams provide the one-on-one support you need and deserve. For more information about how Scottrade® Advisor Services can help you better serve your clients, visit advisor.scottrade.com.


 Silver Sponsors

 Bert's Bookstore

Bert Whitehead
c/o Cambridge Connection, Inc.  
40950 Woodward Ave
Suite 140
Bloomfield Hills, MI 48304

Bert Whitehead is a pioneer in the fee-only financial planning industry. His behaviorally based financial theories are the foundation of the Cambridge System. Bert is the founder of the Alliance of Comprehensive Planners, as well as his own practice started in 1972, Cambridge Connection, Inc. The bookstore lists popular marketing and client material developed by Bert, 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.

Dimensional Fund Advisors
6300 Bee Cave Road, Building One
Austin, TX 78746

Dimensional Fund Advisors LP is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. We strive to build deep, enduring relationships with advisors who share our desire to create better financial outcomes for clients. Dimensional and its global affiliates manage $376 billion for clients worldwide (as of September 30, 2015).

            eMoney Advisor

eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare their clients for a secure financial future. For more information, please visit: www.emoneyadvisor.com.

          Final Roadmap

Final Roadmap is a secure, comprehensive online vault, guide and toolkit for all end of life issues. It encourages people to consider, document and communicate™ instructions and wishes. Final Roadmap works as a web-based toolkit, is secure, discreet and amazingly user friendly. The concept is to allow end of life to be approached privately, simply and with total security. A person buys Final Roadmap once and keeps it forever, changing it as much and often as he or she desires and communicating instructions securely with family, loved ones, advisors and providers.

Recently a report came out by The Institute of Medicine that says “A lack of an end of life plan, created well in advance, typically leads to prolonged hospitalization, soaring medical bills and unnecessary pain and suffering for everyone.”

Final Roadmap helps prevent emotional and financial hardship for loved ones in stressful times. The focus is on those decisions which can be anticipated and cause the most unnecessary pain and waste. A few hours of preparation can save loved ones a lifetime of bitter feelings and remorse.



Grendel Online - the leader in practice management software that currently includes CRM, client reporting (performance), client portal, account aggregation, compliant file archive, email archive, portfolio rebalancing, fee billing, supervisor controls, mobile apps, and more.

Law Office of Lori J. Neidel
910 E Broadway, Suite 209
Columbia, MO 65201

The Law Office of Lori J. Neidel offers legal and compliance consulting services to the financial industry in the areas of regulatory matters and compliance. It serves individuals and firms seeking representation and counsel in registration filings, drafting advisory agreements and business succession planning documents, and representation in regulatory enforcement proceedings. Adviser Compliance Services offers independent Registered Investment Advisors outsourced chief compliance officer support. ACS serves advisors who want to outsource their compliance obligations in a cost-effective yet comprehensive manner.


Mackinac Savings Bank
5859 W. Atlantic Ave.
Delray Beach, FL 33409

Mackinac Savings Bank is a federally chartered savings bank based in south Florida. We have offices in Delray Beach, Boynton Beach, and West Palm Beach, as well as Michigan and Massachusetts, and we provide financing for our clients nationwide.

2610 Lake Cook Road
Suite 250
Riverwoods, IL 60015

Now marking our 41st anniversary, MAGA Ltd. is the nation’s oldest long term care planning specialist. We offer cutting-edge LTC planning solutions, including traditional and asset-based/life and annuity Long Term Care Insurance (LTCI) designed to protect retirement assets and provide quality choices of care. As an ACP Sponsor for over a decade, we will work with you every step of the way regarding plan design, underwriting criteria, and carrier selection.  MAGA will also assist you with administrative services such as helping with filing of a claim and policy reviews.  Take advantage of our 2016 CFP board accepted CE programs, or reserve a date for 2017.  Licensed nationally, we work hard to make long term care planning easy. Put our experienced, award-winning team to work for you! Call Brian I. Gordon, Peter R. Florek, or Murray A. Gordon at 800-533-6242 or email info@magaltc.com. 


Markel Cambridge Alliance
Greg Severinghaus ARM ASLI
Sr. Underwriter/Marketing Specialist

Markel Cambridge Alliance, a Markel Specialty program offers E&O Insurance for RIAs and FPAs. Since 1988, it has established a strong reputation as a result of its industry expertise, stable premiums, and excellent claims management services. Policy customization and risk mitigation strategies. Optional cyber liability coverage.



 For all your portfolio accounting software, and client portal.  PowerAdvisor gives you unlimited capability for clients, accounts, contacts, securities, asset classes, groups, models, indices and more. As an asset portfolio management system, PowerAdvisor allows you to accommodate your firm’s fee structure and billing methods with calculation options that offer the greatest flexibility. PowerAdvisor allows you to create around 80 presentation quality reports as well as ACP customized reports such as the pyramid report.

  Right Capital
(888) 982-9596

The RightCapital solution brings Wall Street models and cutting edge technology together to benefit you. Our team brings many years of experience in the financial services industry from a variety of areas, including capital markets, financial planning, retirement income, insurance & annuities, and risk management. We've passed that experience on to you through this powerful planning tool!


Shareholder Service Group
9845 Erma Road, Suite 312
San Diego, CA 92131

SSG was created to provide high-quality, dedicated services for independent registered investment advisors. We work exclusively with independent RIAs across the nation serving affluent clients. 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, more productive and more successful.

  Sunwest Trust, Inc.
PO Box 36371
Albuquerque, NM 87176

Sunwest Trust is a New Mexico trust company that will act as Custodian for your clients’ IRA, allowing them to purchase anything that the IRS does not prohibit. In addition to acting as custodian for self-directed IRAs, Sunwest can act as a loan servicer for any private loan arrangement including owner financing, rental, and lease agreements. Sunwest is a proto-type individual 401k plan provider and can act a trustee for your clients individual 401k, or allow them act as their own trustee. Sunwest has been in business in Albuquerque for over 28 years and has a strong and dedicated staff.

  Twenty Over Ten

Twenty Over Ten helps financial advisors communicate their brand's remarkability by providing innovative, modern websites that meet the newest standards for web accessibility and design, while providing financial advisors the best opportunities to market themselves online.

Our tailored, mobile-ready websites are specifically built for financial advisors to help manage their online presence and navigate the compliance process. All of our websites are created with mobile devices in mind so online content will look great on every device, all the time. Behind every one of our sites is an intuitive platform where advisors can manage content 24/7, archive changes, review Google analytics, and post updates to social media, giving advisors complete control of their online identity.

            Utah Educational Savings Plan
Fax: 888.529.9197

The Utah Educational Savings Plan (UESP) is a nonprofit 529 college savings program with more than $9 billion in assets. UESP is consistently ranked among the nation’s top 529 plans for its low fees and high-quality investment options. For more information about UESP and its financial advisor-friendly features, visit uesp.org or call 888.529.1886.

  Wells Fargo Home Mortgage 
7900 Xerxes Ave. S. 
Bloomington, MN 55431

Wells Fargo Home Mortgage provides services in all 50 states, featuring a full menu of traditional products as well as reverse mortgages, second homes, construction-to-permanent financing.