Symposium Sponsors


BlackRock is a global company with 70 offices in 30 countries, giving us unique global reach and local relationships. Our purpose is to help more and more people experience financial well being. We are dedicated to helping our clients, employees, shareholders and communities achieve financial security, financial mobility, and financial freedom. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals.

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.

TIFIN Wealth

TIFIN Wealth is the first AI-powered platform designed to deliver personalization-led growth and real-time business intelligence for wealth management enterprises. Our modular solutions span public and private investments, financial planning, risk and personality assessments, client communication, and charitable giving. TIFIN Wealth's innovative intelligence packages prioritize growth opportunities with prospects and clients and facilitate next best actions.