Thank You to Our Sponsors
We appreciate the generous support of our sponsors, whose commitment helps make the 2026 South Region Symposium possible. Their partnership strengthens this experience for all attendees and supports the continued growth of the Fee-Only community.
Platinum Sponsor
Heifer Foundation offers complimentary resources for prospective donors and planning professionals, including charitable giving strategies, sample language for wills and codicils, and information regarding donor-advised funds. Our nonprofit mission is to raise and oversee financial assets to support the work of Heifer International, which works with smallholder farmers – especially women farmers – in over 20 countries around the world to improve their families’ food security and increase their incomes by offering tools, training and resources.
Networking Reception and Dinner Sponsor
Founded in 1975, Vanguard is a global investment management company serving individuals, institutions, and financial professionals. With offices worldwide, Vanguard manages more than $10.0 trillion* for over 50 million clients*. The firm operates under a unique, investor-owned** structure with a simple purpose: to treat investors fairly and give them the best chance for investment success.
Location Sponsor
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 December 31, 2023, Dimensional and its affiliates manage $677 billion in USD for investors worldwide.
Silver Sponsors
DAC is an employee-owned, boutique asset and wealth management firm serving Advisors, institutions, and individual investors. Our approach combines rigorous, quantitative analysis. Known as 3D, it focuses on companies with double digits, dividend growth, and for a decade or more. We help simplify portfolio management, consistently increase client income, and build continuity of advisory revenue. Tested across market cycles, DAC remains committed to delivering investment outcomes your clients expect.
International Succession Planning Association
ISPA is the global professional association advancing the practice of succession planning.
ISPA provides professionals who are or desire to be involved in the lucrative succession planning market access to education, technology and developmental programs that will significantly leverage their ability to impact clients who own or who have vested interest in the continuity of closely held businesses.
The Kimbrough Team at the Pinnacle Group
We partner with RIAs and their IARs providing fiduciary sub-advisor services for Legacy Planning, Long-Term Care Planning, and Longevity Planning. We act under our partners in their role lead planner as an extension of their team. On their staff, but not on their payroll.
Waterloo Associates is a private real estate equity and credit firm located in Austin, TX that operates across several markets and asset types within the United States.
The Firm offers and currently manages a suite of private investment programs with participation from institutional, family office, RIA, and individual investors seeking attractive returns through the Firm’s control and value-oriented investment opportunities. Waterloo is both the GP and the Operator, allowing investors to go direct.