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In This Section


  • broadridge
  • fidelity
  • pershing
  • wokrplace

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. 

Sponsorship Opportunities 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 109
Pershing, a BNY Mellon company logo Pershing, a BNY Mellon company Ambassador Sponsorship 200
American Funds logo 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. logo Arthur J. Gallagher & Co. Sustaining Sponsorship 206
AssetMark, Inc. logo AssetMark, Inc. Sustaining Sponsorship 218
Athene logo Athene Sustaining Sponsorship 121
CUNA Mutual Group logo CUNA Mutual Group Sustaining Sponsorship 214
Disability Specialists, Inc. logo Disability Specialists, Inc. Sustaining Sponsorship 219
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 103
Jackson National Life Insurance Company® logo Jackson National Life Insurance Company® Sustaining Sponsorship 213
Lincoln Financial Group logo Lincoln Financial Group Sustaining Sponsorship 108
OS33 Services Corporation logo OS33 Services Corporation Sustaining Sponsorship 221
Preferred Apartment Communities logo Preferred Apartment Communities Sustaining Sponsorship 223
RegEd, Inc. logo RegEd, Inc. Sustaining Sponsorship 212
Sammons Institutional Group logo Sammons Institutional Group Sustaining Sponsorship 208
SEI logo SEI Sustaining Sponsorship 106
The Athene Group logo The Athene Group Sustaining Sponsorship 217
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  
APX Energy LLC logo APX Energy LLC Associate Sponsorship  
Ashar Group – Life Settlements and Policy Valuations logo Ashar Group – Life Settlements and Policy Valuations Associate Sponsorship  
ATA RiskStation, LLC logo ATA RiskStation, LLC Associate Sponsorship  
AXA Distributors, Inc. logo AXA Distributors, Inc. Associate Sponsorship  
Beacon Strategies, LLC logo Beacon Strategies, LLC Associate Sponsorship  
Berkshire Global Advisors logo Berkshire Global Advisors Associate Sponsorship  
Blue Vault logo Blue Vault 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 logo CIM Group Associate Sponsorship  
CNL Financial Group Inc. logo CNL Financial Group Inc. Associate Sponsorship  
Colony S2K logo Colony S2K Associate Sponsorship  
DTCC logo DTCC Associate Sponsorship  
eMoney Advisor, Inc. logo eMoney Advisor, Inc. Associate Sponsorship  
FMG Suite logo FMG Suite Associate Sponsorship  
Franklin Templeton Investments logo Franklin Templeton Investments Associate Sponsorship  
FS Investments logo FS Investments Associate Sponsorship  
Griffin Capital Company, LLC. logo Griffin Capital Company, LLC. Associate Sponsorship  
Hines Securities, Inc. logo 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 logo Owl Rock Capital Partners Associate Sponsorship  
Pacific Oak Capital Markets Group logo Pacific Oak Capital Markets Group Associate Sponsorship  
PASSCO Capital, Inc. logo PASSCO Capital, Inc. Associate Sponsorship  
Pinnacle Insurance and Financial Services, LLC logo Pinnacle Insurance and Financial Services, LLC Associate Sponsorship  
Pioneer Investments logo 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 logo Susan Burton Consulting, LLC Associate Sponsorship  
Sycamore Company logo Sycamore Company Associate Sponsorship  
The Bancorp logo The Bancorp Associate Sponsorship  
Transamerica Capital, Inc. logo Transamerica Capital, Inc. Associate Sponsorship  
Virtua Partners logo Virtua Partners Associate Sponsorship  
Voya Financial logo Voya Financial Associate Sponsorship  
AdvisorHub logo AdvisorHub Media Sponsor  
ALM Media, LLC logo ALM Media, LLC Media Sponsor 201
Financial Advisor Magazine logo Financial Advisor Magazine Media Sponsor 203
InvestmentNews logo InvestmentNews Media Sponsor 124
Real Assets Advisor logo Real Assets Advisor Media Sponsor 216
SourceMedia logo SourceMedia Media Sponsor 209
WealthManagement.com logo WealthManagement.com Media Sponsor 207
2019 Law Firms
Eversheds Sutherland logo Eversheds Sutherland Partner Law  
Freeman, Mathis & Gary, LLP logo Freeman, Mathis & Gary, LLP Partner Law  
Winget, Spadafora & Schwartzberg, LLP logo Winget, Spadafora & Schwartzberg, LLP Partner Law  
Kessler Collins P.C. logo Kessler Collins P.C. Sustaining Law  
Marshall Dennehey Warner Coleman & Goggin logo 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 logo O'Hagan Meyer Associate Law  
Reif Law Group, P.C. logo Reif Law Group, P.C. Associate Law  


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