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  • broadridge
  • fidelity
  • pershing

2019 FSI Sponsors


FSI would like to thank our 2019 sponsor firms.  Through their support of FSI, we are able to provide our members with valuable events and resources. 

Logo Company Name Sponsorship Booth #
2019 Product and Services Firm
Broadridge Financial Solutions, Inc. logo Broadridge Financial Solutions, Inc. Ambassador Sponsorship 113
Fidelity Clearing & Custody Solutions logo Fidelity Clearing & Custody Solutions Ambassador Sponsorship 105
Pershing, a BNY Mellon company logo Pershing, a BNY Mellon company Ambassador Sponsorship 200
American Funds Premier Sponsorship 220
Brinker Capital logo Brinker Capital Premier Sponsorship 110
Envestnet, Inc. logo Envestnet, Inc. Premier Sponsorship 211
Prudential Annuities logo Prudential Annuities Premier Sponsorship  
Allego logo Allego Sustaining Sponsorship 119
Allianz Life Financial Services, LLC logo Allianz Life Financial Services, LLC Sustaining Sponsorship  
Arthur J. Gallagher & Co. Sustaining Sponsorship 206
AssetMark, Inc. Sustaining Sponsorship 218
Athene logo Athene Sustaining Sponsorship 121
CUNA Mutual Group logo CUNA Mutual Group Sustaining Sponsorship 214
Disability Specialists, Inc. Sustaining Sponsorship  
Docupace Technologies, LLC. logo Docupace Technologies, LLC. Sustaining Sponsorship 202
Envision Financial Systems logo Envision Financial Systems Sustaining Sponsorship 204
GWG Holdings, Inc. logo GWG Holdings, Inc. Sustaining Sponsorship 203
Jackson National Life Insurance Company® Sustaining Sponsorship 213
Lincoln Financial Group Sustaining Sponsorship 108
Preferred Apartment Communities logo Preferred Apartment Communities Sustaining Sponsorship 109
RegEd, Inc. logo RegEd, Inc. Sustaining Sponsorship 212
Sammons Institutional Group Sustaining Sponsorship 208
SEI logo SEI Sustaining Sponsorship 106
Vestmark, Inc. logo Vestmark, Inc. Sustaining Sponsorship 112
Xtiva Financial Systems, Inc. logo Xtiva Financial Systems, Inc. Sustaining Sponsorship 117
AIG Financial Distributors logo AIG Financial Distributors Associate Sponsorship  
Aon logo Aon Associate Sponsorship  
Appway Inc logo Appway Inc Associate Sponsorship  
Ashar Group – Life Settlements and Policy Valuations logo Ashar Group – Life Settlements and Policy Valuations Associate Sponsorship  
AXA Distributors, Inc. Associate Sponsorship  
Beacon Strategies, LLC logo Beacon Strategies, LLC Associate Sponsorship  
Berkshire Global Advisors logo Berkshire Global Advisors Associate Sponsorship  
Bluerock Capital Markets, LLC logo Bluerock Capital Markets, LLC Associate Sponsorship  
CalSurance Associates logo CalSurance Associates Associate Sponsorship  
CGI logo CGI Associate Sponsorship  
CIM Group Associate Sponsorship  
CNL Financial Group Inc. logo CNL Financial Group Inc. Associate Sponsorship  
DTCC logo DTCC Associate Sponsorship  
FMG Suite logo FMG Suite Associate Sponsorship  
Franklin Templeton Investments Associate Sponsorship  
FS Investments Associate Sponsorship  
Griffin Capital Company, LLC. logo Griffin Capital Company, LLC. Associate Sponsorship  
Hines Securities, Inc. Associate Sponsorship  
Howard Capital Management logo Howard Capital Management Associate Sponsorship  
Impact Financial Systems logo Impact Financial Systems Associate Sponsorship  
Inland Real Estate Investment Corporation logo Inland Real Estate Investment Corporation Associate Sponsorship  
Owl Rock Capital Partners Associate Sponsorship  
Pacific Oak Capital Markets Group logo Pacific Oak Capital Markets Group Associate Sponsorship  
PASSCO Capital, Inc. Associate Sponsorship  
Pinnacle Insurance and Financial Services, LLC Associate Sponsorship  
Pioneer Investments Associate Sponsorship  
Putnam Investments logo Putnam Investments Associate Sponsorship  
Redi2 Technologies, Inc. logo Redi2 Technologies, Inc. Associate Sponsorship  
Redtail Technology logo Redtail Technology Associate Sponsorship  
Resource logo Resource Associate Sponsorship  
Riskalyze logo Riskalyze Associate Sponsorship  
SC Distributors, LLC logo SC Distributors, LLC Associate Sponsorship  
SmartStop Asset Management, LLC logo SmartStop Asset Management, LLC Associate Sponsorship  
Strategy & Resources, LLC logo Strategy & Resources, LLC Associate Sponsorship  
Susan Burton Consulting, LLC Associate Sponsorship  
Sycamore Company logo Sycamore Company Associate Sponsorship  
The Bancorp logo The Bancorp Associate Sponsorship  
US Energy Development Corporation Associate Sponsorship  
Voya Financial logo Voya Financial Associate Sponsorship  
ALM Media, LLC Media Sponsor 209
Financial Advisor Magazine Media Sponsor 207
InvestmentNews Media Sponsor 124
Real Assets Advisor logo Real Assets Advisor Media Sponsor 201
SourceMedia Media Sponsor 215
WealthManagement.com Media Sponsor 205
2019 Law Firms
Eversheds Sutherland logo Eversheds Sutherland Partner Law  
Freeman, Mathis & Gary, LLP Partner Law  
Winget, Spadafora & Schwartzberg, LLP logo Winget, Spadafora & Schwartzberg, LLP Partner Law  
Marshall Dennehey Warner Coleman & Goggin Sustaining Law  
Matasar Jacobs LLC logo Matasar Jacobs LLC Sustaining Law  
Pension Resource Institute, LLC & Retirement Law Group logo Pension Resource Institute, LLC & Retirement Law Group Sustaining Law  
Wiand Guerra King P.A. logo Wiand Guerra King P.A. Sustaining Law  
Crowe & Dunlevy logo Crowe & Dunlevy Associate Law  
Greensfelder, Hemker & Gale, P.C. logo Greensfelder, Hemker & Gale, P.C. Associate Law  
O'Hagan Meyer Associate Law  
Reif Law Group, P.C. logo Reif Law Group, P.C. Associate Law  


© 2018

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