Partners



2014 Chapter Partners

Platinum Partners

Ameriprise Financial
Key contact: J.T. Wiederholt

Chubb Personal Insurance
Key contact: Wes Madara

Compass EMP Funds
Key contact: Michael Hogue

First Trust
Key Contact: Tim Trudo

Gershman Mortgage
Key Contact: Pam Gasser

Gold Partners

American Century
Key Contact: BD Horton

American Funds
Key Contact: Allan Brown

Goldman Sachs
Key Contact:

KBS Capital Markets Group
Key Contact: Andrew Schenk

SC Distributors
Key Contact: PJ McDaniel

Silver Partners

Accord Financial
Key contact: Phil LeFevre

Brokerage Unlimited, Inc.
Key Contact: Steve Bruce

Direxion Funds
Key Contact: Harold Clemons

Franklin Templeton
Key Contact: Bob Whitting

Mainstay Investments
Key contact: Chris Proctor

Morning Star
Key contact:

Oppenheimer Funds
Key contact: Bill Friebel

Pioneer Investments
Key Contact: John Krekovich

Prudential
Key Contact: Jason Church

SEI
Key contact:

Thornburg Investment
Key contact: Tom Farrell

Vanguard
Key contact: Todd Swenson

Weitz Funds
Key Contact: Yana Morgan