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.
SPFG
We offer a turn-key approach to designing, implementing, and managing customized individual bond portfolio solutions tailored to your clients’ needs. We focus intently on service and do the heavy lifting so you can spend more time helping clients and running your business.
Quivr CRM
Built by Certified Financial Planners® who understand the daily challenges advisors face, Quivr is an award-winning, purpose-built platform designed specifically for financial planning firms. It unites client data, workflows, and milestones into one intuitive system—helping advisors stay organized, efficient, and focused on delivering exceptional client experiences.
Jackson National Life Distributors, LLC
Jackson® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning-for financial professionals and their clients. Through our range of annuity products, financial know-how, history of award-winning service* and streamlined experiences, we strive to reduce the confusion that complicates retirement planning. We take a balanced, long-term approach to responsibly serving all our stakeholders, […]
Global X ETFs
Global X ETFs is a New York based provider of exchange-traded funds (ETFs) founded in 2008, focused on delivering innovative, research-driven investment solutions across thematic growth, income, international markets, commodities, and core exposures. The firm manages over $70 billion in ETF assets and is known for helping investors access disruptive trends and hard-to-reach areas of […]
Atlas Park Consulting
Most independent advisors grow faster than their operations. We help RIAs, wealth management teams and solo advisors clean up messy workflows, train underused teams, and align their tech so every client gets the same high-level experience, every time. We resolve operational weaknesses and revenue leaks that affect client service, team morale, and leadership capacity.
Midland Advisory
Midland Advisory, as part of Midland National® Life Insurance Company, is dedicated to offering fee-only annuity and other solutions that meet the unique needs of RIAs, advisors, and their clients.