Sponsors
Thank you to the 2025 NEMA Region Symposium sponsors!
Avantis Investors is a $38bn unit within American Century Investments. Our mission is to help advisors help their clients through low cost, diversified, tax efficient strategies that combine the benefits of indexing with the potential for outperformance. Through American Century Investments' unique ownership structure, 40% of profits are directed to The Stowers Institute for Medical Research. Since 2000, payments have exceeded $2 billion supporting research that can improve human health and save lives.
For over 30 years, Schwab has been a leader in supporting independent Registered Investment Advisors (RIAs). We are committed to the success of firms of all sizes, regardless of background, assets under management, or business complexity. Together, we can help you take your business further. Get started by discovering the breadth of services you can tap into when you choose Schwab as your custodian.
Dimensional Fund Advisors is a leading global investment firm translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep relationships with the academic community underpin Dimensional’s approach and foundation for new strategies. As of December 31, 2024, Dimensional and its affiliates manage $777 billion in USD for investors worldwide.
Heifer Foundation’s mission is to raise and oversee financial assets to support the work of Heifer International. Heifer Foundation manages an endowment to provide ongoing financial support for Heifer International’s work in 21 countries around the globe. The Foundation’s endowment is built through charitable gifts such as funds from bequests, trusts and annuities. These gifts are invested, and the investment earnings provide annual support for Heifer’s programmatic use.
The Integrity Life Brokerage is a NY based, Full-Service General Agent working with different IMO's throughout the country to offer the most competitive lineup of carriers, products and services within the Life, Disability, LTC and Annuity markets. Ask about our RIA focused platforms.
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.
Since 1998, LLIS has provided 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, LTCi, disability, annuities, hybrids, and low load fixed and variable life solutions from highly-rated companies. Our friendly team members will work seamlessly with your clients to help them reach their income security and wealth preservation goals.
YourCarHaggler.com is a full-service car buying concierge that helps clients nationwide save time, stress, and money. We act as a true buyer’s advocate—sourcing vehicles, negotiating pricing, assisting with financing and trade-ins, and reviewing contracts to ensure every detail protects the client’s best interests. Fee-only and client-first, we never accept dealer kickbacks or commissions. Whether it's a new, used, or specialty vehicle, YourCarHaggler.com makes the car buying process smarter, simpler, and more financially sound.