Platinum Sponsors

Asset Dedication
220 Montgomery St.
Suite 450
San Francisco, CA 94104
1.866.535.0897
www.assetdedication.com

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.

Low Load Insurance Services
2907 W. Bay to Bay Blvd.
Suite 102
Tampa, FL 33629
877.254.4429
https://www.llis.com/ 

At Low Load Insurance Services, 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.







Twenty Over Ten
980.352.0103
www.twentyoverten.com  

Twenty Over Ten is an innovative platform that empowers independent financial advisors to make and manage a mobile optimized website designed to set them apart. Check us out at twentyoverten.com

We believe that accessibility and strong design should be at the core of your business, defining your brand’s reputation and the opportunities for your clients. Using our intuitive service, independent financial advisors can now create a website that is or convert their current website seamlessly and efficiently. Update your site easily using our compliance-friendly application. 

Gold Sponsors

 

American Institute for Economic Research
PO Box 1000
Great Barrington, MA 01230
888.528.0103
www.aier.org

American Institute for Economic Research—an independent, nonprofit think-tank—provides practical research and critical analysis on economic and financial topics that individuals and businesses can act on. We educate people on how to protect their interests, and to make informed decisions for a better America. AIER is supported by Annual Sustaining Members. To become a member, go to www.aier.org or call us at 413.528.1216.

Saturna Capital
1300 N. State Street
Bellingham, WA 98255
360-734-9900
www.saturna.com

Saturna Capital Corporation, manager of the Sextant and Amana funds, uses years of investment experience to aid investors in navigating today’s volatile markets. Founded in 1989 by professionals with extensive experience, Saturna has helped individuals and institutions build wealth, earn income and preserve capital. Saturna’s deep-rooted belief in value investing shines through in the quality of our investments. Years of experience have given Saturna financial strength and stability. Most important to Saturna’s success, however, is our clients’ success. We believe that our clients’ interest always comes first. Perhaps this is why our client relationships span so many years.

Scottrade Advisor Servcices
800-619-7283
www.scottrade.com

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 Whitehead
c/o Cambridge Connection, Inc.  
26111 W. 14 Mile Road
Suite LL-6
Franklin, MI 48025
(800) 224-1040
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 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.

Interactive Advisory Software 
1110 Northchase Pkwy SE
Marietta, GA 30067
(770) 951-5448
www.iassoftware.com

Interactive Advisory Software (IAS™) offers the only solution that automates the entire advisory including Financial Planning, Portfolio Management, Contact Management, Transaction/Blotter Accounting, Compliance Reporting, Practice Management, Electronic Downloading of Security Prices, Distributions, Transactions & Positions, Monte Carlo, and Client Web Portals. 

Mackinac Savings Bank
5859 W. Atlantic Ave.
Delray Beach, FL 33409
(800) 829-9259
www.mackinacbank.com

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.

MAGA LTD

2610 Lake Cook Road
Suite 250

Riverwoods, IL 60015
800-533-6242
www.magaltc.com 

MAGA LTD was established in 1975 and is licensed nationally. We focus on traditional and asset-based long-term care insurance (LTCI). LTC planning protects retirement assets and provides quality choices of care. As a proud ACP Resource Affiliate, we will work with you every step of the way with plan design, underwriting criteria, and carriers. Our goal is to make the process as easy as possible. MAGA’s three principals have over eighty years of combined LTC planning experience. Allow the MAGA team’s experience and expertise in long-term care planning to work for you and your clients. Call Brian, Peter, or Murray at 800-533-6242 for more information. 

Shareholder Service Group, Inc.
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 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.




TWAMS Financial Planning, LLC
Phoenixville, PA 19460 
484.324.8548
www.twams.com

We are an Outsourced Financial Planning Firm whose purpose is to serve the interest of our clients by:
- Striving to achieve our own personal and professional goals by helping someone achieve their goals first 
- Providing clients with a level of commitment and service they won’t find anywhere else 
- Treating our clients and each other with respect at all times 
- Being serious about what we do, but not taking ourselves seriously



Wells Fargo Home Mortgage
7900 Xerxes Ave. S.
Bloomington, MN 55431
(866) 253-2030
www.mikeconrath.com

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. 

Breakfast Sponsor

LJPR, Manager of the Cambridge Index Strategy
4555 Investment Drive, Ste. 304
Troy, MI 480989 
(248) 641-7400
www.ljpr.com

The Cambridge Index Strategy™ (CIS) is a tax-efficient, low-cost strategy designed to emulate the returns of the large cap domestic markets, while preserving long-term capital gains and harvesting short-term capital losses.

Exhibitors

Dimensional Fund Advisors
6300 Bee Cave Road, Bldng 1
Austin, TX 78746 
(512) 306-7400
www.us.dimensional.com

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 $378 billion for clients worldwide (as of June 30, 2014).

Grendel
(888) 824-4477
www.grendelonline.com

Grendel Online CRM suite - 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.  For more information, visit www.grendelonline.com.

tRx
8889 Rio San Diego Drive, Ste. 202
San Diego, CA 92108
(619) 294-4TRX
www.trxpert.com

1110 Northchase Pkwy SE, Marietta, GA 30067 (770) 951-5448