2023 Sponsors


Sponsorship opportunities and registration available.

Platinum Sponsors
Asset-Dedication-Logo---Black-Text.jpg Asset Dedication
220 Montgomery St.

 Suite 1098
San Francisco, CA 94104

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.

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.


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

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, Dimensional builds and manages strategies to help clients pursue higher expected returns. The firm works closely with leading financial academics to identify new ideas that may benefit investors and applies a dynamic investment process that integrates advanced research with careful portfolio design and implementation, while balancing the investment tradeoffs that can impact returns.

Dimensional has a long history of putting financial science to work for clients. In 1981, the firm introduced its first strategy, a US small cap strategy, to help institutional investors diversify beyond large cap stocks. The launch coincided with research documenting the stronger performance of US small cap stocks. Over the years, Dimensional has created a full suite of global equity and fixed income strategies in response to new research and evolving client needs.

Dimensional is headquartered in Austin, Texas, and maintains trading offices in North America, Europe, and the Asia-Pacific region. As of September 30 2021, Dimensional and its affiliates manage $653 billion in USD for investors worldwide.


Finance of America Reverse
8023 E 63rd Place #700
Tulsa, OK 74133

The Retirement Strategies Division at Finance of America Reverse, LLC (FAR) empowers financial professionals with knowledge and innovative tools for optimizing client retirement outcomes.  Learn how we’re helping more advisors and wealth managers than ever strategically leverage housing wealth as a part of a comprehensive financial plan.

Logo_JPG.jpg Longbridge Financial, LLC
1 International Blvd, Suite 900
Mahwah, NJ 07495
Direct: 281.937.2881


Longbridge Financial is a leading national reverse mortgage lender and servicer committed to responsibly helping homeowners reshape their financial future by unlocking the power of the home. Founded by an Ivy League professor and a team of experienced professionals from top financial services companies, Longbridge provides education and support to trusted advisors and their clients across the country – working with reputable companies that share our commitment to the highest business and regulatory standards. We’re an approved Federal Housing Administration (FHA) lender, offering products that are insured by the U.S. Department of Housing and Urban Development (HUD). We’re also a proud member of the National Reverse Mortgage Lenders Association (NRMLA) and fully subscribe to its Code of Ethics. Not all lenders can say that. For more information, contact us at advisors@longbridge-financial.com or visit our website.

Gold Sponsors

2907 W. Bay to Bay Blvd.
Suite 102

Tampa, FL 33629

LLIS provides fee-only financial advisors 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 free policy reviews—for term, long-term care, disability, annuities, hybrids, and low load fixed and variable life solutions from highly-rated companies. The introduction of ALLIS, a robust advisor and client relationship management system, continued LLIS's high-touch, high-tech approach in finding the right insurance solution based on the client's needs and their financial advisor's recommendations. Our 20+ team members have worked seamlessly since the beginning of the COVID-19 pandemic to help your clients reach their income security and wealth preservation goals. So no matter the setting, we are always the advisor’s insurance advisor®.

Silver Sponsors

Bento Engine

Bento Engine

Bento helps client-centric financial advisors to serve all of their clients and prospects with timely, personal and impactful advice during "Moments That Matter" on their life journeys. Via APIs we connect into your CRM, where we analyze your book of business. When we identify an upcoming advice opportunity, we not only alert you in the CRM, but also equip you with compliance pre-approved content to execute with. Because when you lead with advice, everyone wins! Learn more at www.bentoengine.com.

Bento Engine

Business Benefits Consultants

Business Benefits Consultants is a Tax Mitigation firm that has been serving clients since its establishment. Under the adept leadership of David Podell, our company has experienced rapid growth, expanding our team of highly skilled consultants. With our extensive expertise in the field, we have successfully saved our valued clients often six figures annually through the implementation of Defined Benefit plan designs. At Business Benefits Consultants, we understand the intricate complexities of the tax landscape and the importance of maximizing tax benefits for businesses. Our unwavering commitment to excellence and comprehensive knowledge of tax regulations enable us to provide tailored solutions that optimize tax mitigation strategies. Through meticulous analysis and a deep understanding of our client's unique needs, we create customized Defined Benefit plans that unlock substantial tax advantages for business owners..


Law Offices of Lori J. Neidel
910 E Broadway, Suite 210
Columbia, MO 65201

Adviser Compliance Services
910 E Broadway, Suite 209
Columbia, MO 65201

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.

Gordon Associates
Long Term Care Planning Experts

2801 Lakeside Drive, 3rd Floor
Bannockburn, IL 60015

For 47 years, our mission at Gordon & Associates has been to work hard to make Long Term Care Planning easy.  MAGA’s three principals provide over 100 years of LTCI expertise, offering a range of thoughtful, cutting-edge LTC Planning solutions, including Stand-Alone LTCI and Hybrid Asset-Based Life and Annuities with LTCI Riders.  Our knowledgeable team provides attentive customer service, including policy reviews and hands-on claim support. 

Our clients have collected TENS OF MILLIONS of dollars in LTCI benefits!

We are committed to LTCI education and offer CFP® approved CE programs.  MAGA is the nation’s most experienced LTC planning specialist and a long-time ACP sponsor.  Licensed Nationally.  Put our expertise to work for you and give us a call at 800-533-6242.

Mortgage Twins

Mortgage Twins / Wintrust Mortgage
7801 East Bush Lake Road, Ste 475
Bloomington, MN 55439

612.462.5106 & 651.395.0597

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.

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

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.

Premier Social Security Consulting
7361 East Kemper Road Unit B
Cincinnati, Ohio 45249

Whether you are reaching the Social Security Full Retirement Age and looking to maximize your Social Security benefits or are a Professional Advisor such as a CPA, Financial Advisor, Lawyer, Tax Professional, Enrolled Agent or Insurance Agent looking to better answer the questions your clients might have about Social Security, Premier Social Security Consulting LLC can help. We provide customized consulting for individuals or couples reaching their Full Retirement Age and can assist in understanding and maximizing their lifetime Social Security benefits. We also provide Social Security education and training for all Professional Advisors looking to better answer the questions their clients are having about Social Security, thereby increasing value to their clients. Interested in learning more? Call us today at 513-247-0526 or browse our website!

VanNess Law
2101 NW Corporate Blvd
Suite 410
Boca Raton, FL 33431 

VanNess Law PLLC is a full-service law firm assisting individuals and families, business owners, and advisers across the country in the implementation of asset protection, estate planning, and business strategies. We also help with probate upon the death of a loved one. Through all phases of life, including accumulation, preservation, and the transition of wealth to future generations, VanNess Law PLLC can guide you and your family to solutions that keep family and business harmony, save taxes, avoid court, and meet your unique goals. This often includes the use of wills, revocable and irrevocable trusts, business organizations and other legal arrangements. VanNess Law PLLC combines Big Law expertise with the communication you can expect from a trusted family adviser.