Symposium Sponsors

Allianz Life Insurance Company of North America

Allianz Life Insurance Company of North America, one of the FORTUNE 100 Best Companies to Work For® and one of the Ethisphere World’s Most Ethical Companies®, has been keeping its promises since 1896 by helping Americans achieve their retirement income and protection goals with a variety of annuity and life insurance products. In 2021, Allianz Life provided additional value to its policyholders via distributions of more than $10.6 billion. As a leading provider of fixed index annuities, registered index-linked annuities and fixed index universal life insurance, Allianz Life is part of Allianz SE, a global leader in the financial services industry with approximately 150,000 employees in more than 70 countries. Allianz Life is a proud sponsor of Allianz Field® in St. Paul, Minnesota, home of Major League Soccer’s Minnesota United.

Dimensional Fund Advisors

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, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies. As of June 30, 2021, Dimensional and its affiliates manage $660 billion in USD for investors worldwide.

Jackson National Life Distributors, LLC

We understand that no two clients are the same; therefore, their financial plans, and the way you help them decide how to approach inherent risks to investing in markets, will also be different. Through preservation of principal, growth potential, or guarantees to help provide income and legacy, Jackson® offers annuities specifically designed for fee-based financial professionals, with no commissions or withdrawal charges. Learn more on the RIA digital experience on


NFP is a global property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor enabling client success through expertise, investments in technology and strong industry relationships.

Our Private Client Group empowers people and organizations to overcome complex challenges and uncertainties with personalized solutions and placement. Our approach is always with active listening, hands-on guidance and specialized expertise through a genuine human connection.

NFP’s Private Client Group helps you protect what you own, take care of your family, and find the best way to grow and manage your wealth.


Windermere is a full-service insurance brokerage headquartered in Charlotte, NC. We can assist RIAs with all of their insurance needs, including specialized coverages (e.g. E&O, D&O, Cyber, Crime, EPLI, Fiduciary, ERISA Bonds, STAMP Bonds), as well as more standardized coverages (e.g. General Liability, Property, Auto, Umbrella, Workers’ Comp). We also offer Employee Benefits (Group Health, PEOs, Key Person Life Insurance, etc.), and can assist advisors with coverage for their HNW clients.