Vanilla
Vanilla is the modern estate planning platform built for financial advisors. By transforming complex legal documents into clear, interactive visuals, Vanilla enables advisors to deliver more personal, impactful conversations around legacy, wealth transfer, and generational planning. With deep integrations, intuitive workflows, and expert support, Vanilla helps advisors bring estate planning into the heart of holistic […]
Nuveen
Nuveen is a global investment leader, managing $1.4T in public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. With broad expertise across income and alternatives, we invest in the growth of businesses, real estate, infrastructure and natural capital, providing […]
Golsan Scruggs
Golsan Scruggs is a boutique insurance brokerage focused on insuring asset managers across the United States. Located on the West Coast with a national presence, we currently serve over 2,300 RIAs and pride ourselves on consultation and education as the means to earn client trust. Though we provide full-service property casualty solutions, our key areas […]
Carson Group
Carson is the wealth management firm for advisors seeking a future-forward, strategic growth partner. Beyond the basics of back-office support, our consultation and hands-on execution keep firms ahead of the curve.
Gemifi
Gemifi: Equity Compensation Planning Software for Financial Advisors Your clients with stock options and RSUs deserve better than spreadsheets and guesswork. Gemifi is purpose-built software that helps financial advisors create optimized trading plans for clients with equity compensation—turning a complex, time-consuming process into a strategic advantage for your practice. The Problem We Solve Equity compensation […]
EncorEstate Plans
EncorEstate Plans enables the trusted financial advisor to fix the broken estate planning experience by providing the technology and support needed to end client procrastination. Our software and team provide beautiful visual estate plan summaries and enable advisors to facilitate uncovering and updating out of date estate plans in minutes. Encore is the only end […]
eLegacy Law PLLC.
eLegacy Law is an online legal service with nation-wide estate planning expertise. We provide a full-scale, approachable, proven process providing peace mind – all from the comfort of the clients home.
Vanguard
Founded in 1975 on a mission to stand up for investors and give them the best chance for success, Vanguard continues that commitment today through a global team of 450+ investment professionals with deep expertise and a long-term perspective across asset classes and strategies. Our teams are focused on delivering strong client outcomes, with portfolio […]
TrustParency PC
Trust Administrations and Probates in California require a new approach. When not prioritized, the process is often slow, arduous and expensive. Unlike any other firm, TrustParencyPC is dedicated to improving the experience of trust administrations and probates, providing a modern, cost-effective alternative by using new technology and a streamlined process. We believe in rewarding those […]
The American College of Financial Services
The American College of Financial Services remains the best investment for aspiring professionals, enterprise leaders, and organizations, delivering applied financial knowledge and education, promoting lifelong learning, and advocating for ethical standards for the benefit of society. It’s a mission rooted in history and focused on the profession’s future.