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Linda Pix
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Advisor Summit 2020 - Connect With Our Sponsors

To help you further connect with our sponsors and stategic partners, below are key resource materials and contact information

Link to websites

Firm Descriptions and Contact Information

Agreement Express: To enable financial services firms to grow revenue and profitability, drive down servicing costs, simplify compliance, and optimize the onboarding experience.

Carolyn Edgeworth

Auour Investments manages five global investment strategies that extend across the risk spectrum, executed using highly-liquid and low-cost exchange traded funds. We seek to limit exposure to down trending investment markets. As a result, we aim to recover faster from market declines and participate fully in market gains.  Auour utilizes a proprietary investment regime algorithm (ARM™ or Auour Regime Model) to determine market risk metrics and position portfolios accordingly.

Robert Kuftinec

Birch Cove provides well-being services to raise business performance. Our clients have access to three services: Well-Being Workshops, Keynotes, and Programs - Practical, inspiring, and engaging to refine, restore, promote balance, and improve performance. Our experts help participants understand the science and art of topics such as sleep, stress, anxiety, mindset performance, life satisfaction and happiness. When we raise the individual level of well-being, it leads to improved organizational well-being and increased business performance

Well-Being Expressions - Thoughtful gifts to physically express connection, which strengthens social and emotional well-being. From employee to client gifting; our bespoke gift services offer an exquisite and thoughtful way to connect with the most important individuals in your business ecosystem. Virtual experiences, product launches, new team, gratitude gifts, care packages; we curate and design from beginning to end.

Bespoke Programs - Some organizations have yet to truly prioritize well-being within their ecosystem - that’s ok, we are here to help. We help our clients understand what an emotional culture is and how it drives everything your business does, we help you implement an emotional recovery plan to support the psychological safety for the people that matter most in your business. Discover which programs and initiatives have the greatest impact, and find what and how to measure them. Build a path to strengthen and grow well-being across the entire business ecosystem that is authentic and engaging.

Sarah Parkins

BlackRock: Our purpose is to help more and more people experience financial well-being. We are dedicated to helping our clients, employees, shareholders and communities achieve financial security, financial mobility, and financial freedom.

Bendan Bowe

Blackstone’s Private Wealth Solutions partners with private wealth managers to help their clients invest beyond traditional opportunities and access institutional quality products. As one of the world’s leading alternative asset managers, Blackstone has been home to innovative solutions for three decades. We’re pleased to work with your team to offer the same caliber of opportunity to individuals today.

Kelly Klobucar

Capital Group: A global investment manager, Capital Group has helped investors succeed by remaining true to our values and approach. They include a distinctive way of managing money, an emphasis on research, a long-term view and a recognition of the power of relationships. Helping investors succeed has helped us grow. Since 1931, we have provided low-cost, actively managed funds that have delivered strong long-term results. Today, we are one of the world’s largest investment management organizations, managing more than $2 trillion.

Brandon Ma

FA Match is the industry’s only data-driven solution for advisor recruiting. A digital-hybrid recruiting platform, FA Match connects experienced advisors with financial services firms who are equipped to help them thrive. Our proprietary Advisor Match™ technology helps clients focus on the criteria that actually matter to long-term success, at any stage of the search process. And our 20+ years of recruitment expertise enable us to oversee matches on the basis of mutual compatibility.

Ryan Shanks

Fidelity Institutional: Fidelity Institutional is a division of Fidelity Investments which offers clearing and custody services, investment and technology products and solutions, brokerage and trading services, and a range of insights, expertise, and world-class client experience to financial intermediary firms and institutions.

Joe Simonian

Holos  Law Group is a boutique Los Angeles area based law firm focused on guiding its clients through the complex and nuanced legal and regulatory issues faced by investment funds, investment advisers, and broker-dealers.  Whether it be securities regulations or general business law, Holos seeks to provide cost-effective solutions tailored to each client.  Lacking bureaucracy and unnecessary overhead, Holos’s two principals work on each aspect of a client’s engagement.  Holos enjoys helping investment advisers discuss new business ventures, including launching private funds.</p>

Jon Wieman

iCap Equity is a Real Estate Investment Firm that offers investors high-yield fixed income funds backed by real estate. iCap’s innovative investment structures and technology mitigate the typical risks that real estate investors face by providing predictable income streams, greater liquidity and diversity across many smaller projects.  iCap Equity is based in Seattle, WA with offices in Shanghai, China.  The firm was founded in 2011 and has over $120M in AUM and more than 1,100 investors.

Andy Willett


Lifelogixs Strategic Consultancy Group is a Solutions Consultancy firm focusing on Technology that enhances both the User and Client experience .With the “seismic shift” in every industry towards a digital transformation in multiple business models and engagement strategies, we pride ourselves on educating Independent Practitioners  on becoming “more personalized in their digital delivery”, “humanizing their presence on-line” and “future proofing their business. Our firm takes an agnostic and holistic approach when reviewing software offerings to ensure that their technology embraces the Health and Wealth of the client as well as heightens the unique value of the Advisor/Planner. We accomplish this by evaluating the appropriateness of the technology stack for the practise with our “Readiness Assessment” tool. Our Group leverages our channel partners to enhance business outcomes and focuses on “Software as a Service” (Saas) approach. We are of the belief that in the next 5 years or sooner, all Advisers will gradually shed their role as “Investment Managers” and become more like integrated life/wealth coaches who advise clients on investments, banking, healthcare, protection, taxes, estate and financial needs more broadly. Our complimentary assessment process begins with a checklist, which quickly and efficiently identifies skillset gaps and business opportunities.

Keena Pettijohn

Oak Street Funding provides loans for investment advisors. We specialize in business lending and can help you achieve your goals with a cash flow loan to propel your firm.  With an acquisition loan, a succession loan, or a working capital loan, you can leverage the investment to gain a competitive advantage, build a legacy, and ignite future success.  You know the impact a great investment can make. Invest in your firm.

Susanne McEuen

Pershing Advisors Services: Digital technologies are playing a critical role in the Advisor/Client relationship today more than ever before. Pershing’s industry-leading technology enables you to adapt to the evolving ways your clients want to do business—now and in the future. We are committed to transforming your business through the most secure, resilient and flexible digital solutions. The following easy-to-use digital tools can help you operate more efficiently and empower your clients with the capabilities to ensure they derive the greatest value from your firm.

CeCe Marshall


At RBC Advisor Services, we focus on providing comprehensive custody and brokerage services to varying types of Registered Investment Advisors, from wealth management firms and family offices to break away brokers and dually registered firms who serve the high-net-worth marketplace.</p>We are a division of RBC Capital Markets, LLC, one of the largest full-service securities firms in the nation. And you may enjoy greater confidence knowing your dedicated custodial professional is part of a respected institution distinguished by a long heritage of financial strength and steadfast dedication to clients.</p>

Dave Hutchinson

‚ÄčRightSize Solutions is the premier provider of IT management services for the wealth management industry. The first provider of outsourced technology management and cloud-based cybersecurity to independent, fee-based registered investment advisors (RIAs), RightSize offers tailored cybersecurity, private cloud, backup and recovery solutions that comply with regulatory guidance and enable cybersecurity best practices. A hybrid of customized technology, proactive management and unrivaled service, we keep your systems securely running and your business soaring.Eric Wendling 
(913) 396-4600 ext 7


Riskalyze is the company that invented the Risk Number®, which powers the world&#39;s first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, RIAs and asset managers use the Riskalyze platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, and access world-class models and research in the Riskalyze Partner Store — all with the mission of empowering the world to invest fearlessly. To learn more, visit

Don Bolton


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Schwab Advisor Services™ provides custodial, operational, practice management, and trading support to more than 7,500 independent RIA firms. For over 30 years, Schwab Advisor Services has worked resolutely with independent advisors to develop proven processes and insights for starting, building, and growing RIA businesses. Schwab Advisor Services has a strong vision for RIAs and their future and is committed to pushing the financial advising industry forward on advisors’ behalf.</p>

Keirstan Hoyer

StoneCastle Cash Management, LLC: Through its Advisor.Cash platform, StoneCastle enables RIAs/wealth managers to maximize existing cash balances and attract held-away cash while adding measurable value to their HNW clients through a liquid insured cash account that provides up to $25 million in FDIC insurance protection per tax ID with a competitive yield while doing social good by having deposits allocated to 800+ banks in all 50 states, which support small business and community reinvestment programs.

Frank Bonanno

Trinlogix is an investment management software company serving the financial industry since 2006 with our patented, award-winning portfolio analysis tools for financial advisors. We create financial planning tools that transform complex financial data into simple, easy-to-read, real-time interactive 3D views that enable advisors to provide a better, clearer client experience through the visualization of data. Our financial software is perfect for financial planners, investment advisors, wealth advisors, and anyone seeking investment performance measurement tools.

Ted Toso

TD Ameritrade Institutional: For independent RIAs who want to do right by their clients and build a business on their own terms, there’s only one choice. TD Ameritrade Institutional provides award-winning advisor tech, industry-leading service and advisor-first advocacy. The result? Efficiency. Growth. And a firm that transforms lives, careers, and communities.

Carly Greenfield


TD Bank offers the collateralized lending solution, where your clients can use their eligible investment accounts as collateral for loans or lines of credit from TD Bank. Our user-friendly, online application process makes the entire experience easier than ever.   As a result, your clients can quickly meet a variety of funding needs—without disrupting their investment strategies.



The BluePrint Insurance ServicesOur mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. Our partnership commitment is to help you increase revenue, create greater enterprise value, and help you deliver a more comprehensive client experience. Our philosophy is the financial advice landscape has changed, and with that change, clients want a comprehensive client experience. An experience centered on total financial life planning. The days of having an insurance agent, investment adviser, and other financial professionals providing fragmented advice are over. For this reason, we created The Comprehensive Advisor, which helps advisors incorporate the risk management conversation into their practice. We offer life insurance, fixed annuities, long-term care, and disability insurance from all the top carriers and provide hands-on support for you and your staff. We offer commission and fee-only solutions. Our fee-only solutions allow fee-only advisors to offer insurance without compromising their fiduciary ethics.

Mat Meyer

TriNetHR that delivers a Higher Return. Meet challenges head-on with an HR solution that puts you and your people at the center. Count on our premium service model with a single point of contact and a dedicated service team that knows financial services so you can stay focused on your investments. With high-touch services, top-tier benefits and direct access to HR best practices, you and your team gain more time to focus on growing your business.



W.M.McGuire, providing full service marketing support to the Registered Investment Advisors (RIA) community. W.M.McGuire helps businesses grow with common-sense marketing and a keen eye towards your budgets, deadlines &amp; results. With deep industry experience, Bill helps both service providers and advisory firms develop and implement effective strategies and tactics.

Bill McGuire


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75 Malaga Cove Plaza, Suite 5
Palos Verdes Estates, CA 90274

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