Sponsors

Caribou is a non-commissioned healthcare planning company that works exclusively with financial advisors and their clients to plan for current and future healthcare costs, creating holistic and accurate financial plans. Caribou's healthcare planning software, HealthPlanner, creates custom deliverables that match the client with health plan options tailored to their relevant life event (Medicare, retirement, etc.) and their health needs, coverage priorities, and budget.

Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to institutions, financial intermediaries, and individuals.

Judson Group is an Executive Search firm specializing in Wealth Management and working with RIAs, Single/Multi-Family Offices, and Trust Companies. We work nationwide and primarily offer Retained search services. We use our client centric approach, direct industry experience, and intimate market knowledge to bring our clients comprehensive talent solutions in an efficient and timely manner. Hunter Judson, Jr. founded the practice after advising UHNW clients at Bessemer Trust.

KP7 is a boutique registered investment advisor that offers a portfolio of publicly-traded equities for high-net worth clients.

Founded in 1975, Vanguard is one of the world's most respected investment management companies. The firm offers investments, advice and retirement services, and insights to individuals, institutions, and financial professionals. Based in Malvern, Pennsylvania, Vanguard has offices worldwide and manages more than $7.5 trillion on behalf of more than 30 million clients.* Vanguard operates under a unique, investor-owned** structure and adheres to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Wasatch is a research-driven, 100% employee-owned investment advisor, managing a family of no-load mutual funds. As small cap specialists, we pursue a disciplined approach to bottom-up, fundamental analysis to develop a deep understanding of the investment potential of individual companies. We deeply believe in our practices and back them up with our own time and investments.

YCharts enables smarter investment decisions and better communication with clients and prospects. With industry-leading tools, you’re empowered to create compelling visuals that emphasize the strengths of your investment strategies. YCharts offers: comprehensive data for stocks, mutual funds, ETFs, separate accounts and economic indicators; advanced portfolio analytics for strategy optimization and communication with clients; and powerful visualization and sales enablement tools.