The FPA of Central Florida thanks our Corporate Partners for their invaluable support of our chapter. The Financial Planning Association of Central Florida members are supported by a number of exceptional sponsors who help offset the cost of delivering benefits. These sponsors are helping to lead FPA's message of building the community of the financial planning profession, with their commitment to the association, its mission and its members.
FOR MORE INFORMATION ON PARTNERSHIP OPPORTUNITIES CONTACT DIANE LAYON: 407.814.9905 or firstname.lastname@example.org
Directory of Partners
|2017 Resource Partners||Contact||Phone||Level|
|Aptus Captial Advisors||Marc Salyersemail@example.com||251.517.7198||Platinum|
|Asset Life Settlements||Jeff Hallmanfirstname.lastname@example.org||407.413.8660||Conference|
|Charles Schwab||Christina Aguinanoemail@example.com||561.416.1779||Conference|
|eMoney Advisor||Roger Romerofirstname.lastname@example.org||610.684.1100||Platinum|
|First Trust Portfolios L.P.||Craig Koproskiemail@example.com||630.890.6185||Diamond|
|Florida Pre Paid||Abby Whiddonfirstname.lastname@example.org||850.488.8514||Platinum|
|Ivy Investments, Inc.||Joe Metheneyemail@example.com||913.236.2438||Conference|
|Life Insurance Settlement Assoc.||Wesley Costafirstname.lastname@example.org||407.894.3797||Platinum|
|Lyrical Asset Management, L.P.||Craig Feldmanemail@example.com||312.497.1540||Gold|
|Manning & Napier||Deanna Perryfirstname.lastname@example.org||585.325.6880||Gold|
|Markel Cambridge Alliance||Greg Severinghausemail@example.com||800.691.1515||Gold|
|Pinnacle Realty Group||Amy Molinefirstname.lastname@example.org||407.506.7447||Conference|
|Reverse Mortgage Funding, LLC||Barbara McIntyre||Bmcintyre@reversefunding.com||321.698.4739||Platinum|
|S2K Financial||Lori Richofsky||lrichofsky@S2Kfinancial.com||646.430.6753||Gold|
|Westcore Funds||Matt Gunteremail@example.com||303.312.5194||Gold|
More information about our Symposium Resource Partners
Aptus Capital Advisors:
Aptus is an innovative investment manager focused on behavioral finance. Aptus is the creator of the Behavioral Momentum strategy and the Index Provider to the Aptus behavioral Momentum Index. Aptus is also the advisor to the Aptus Behavioral Momentum ETF (BEMO).
Aptus Capital Advisors
407 Johnson Avenue
Fairhope, AL 36532
Asset Life Settlements, LLC.:
Asset Life Settlements, LLC was founded in 2014 by Jeff Hallman and Scott Thomas -- two of the industry's most experienced and respected life settlement brokers. Throughout the course of their 30 years of experience in the industry, together they have brokered more than $4 billion in life settlement transactions. Both Jeff and Scott are committed to leveraging their expertise and industry reputation to assist policyholders in receiving the "fair market value" for their life insurance policies. Both Jeff and Scott take a "hands on" approach to negotiating transactions while managing a team of highly trained and dedicated life settlement specialists.
Asset Life Settlements, LLC
1507 Park Center Drive, Unit 1B
Orlando, FL 32835
As the industry’s leading custodian for independent registered investment advisors (RIAs), Schwab Advisor Services is dedicated to helping advisors achieve their business goals. For more than 25 years we have supported firms of all types and sizes and earned the trust of over 7,500 advisors. Visit advisorservices.schwab.com. Schwab Advisor Services serves independent investment advisors and includes the custody, trading, and support services of Schwab.
Charles Schwab Advisor Services
150 E. Palmetto Pk. Rd.
Boca Raton, FL 33432
Creekmore Insurance Group:
Creekmore Insurance Group Inc. is a Brokerage General Agency that specializes in Life Insurance, Disability Insurance, Long Term Care and Fixed Annuities with over 50 A or A+ rated carriers represented, a complete backroom support system for agents and companies providing everything needed to write business. Creekmore Insurance Group Inc. is truly a one stop shop for all your fixed insurance needs.
Creekmore Insurance Group, Inc.
365 Aulin Avenue
Oviedo, FL 32765
eMoney Advisor, LLC:
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the only wealth-planning platform for financial professionals and firms that offers superior transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare their clients for a secure financial future.
eMoney Advisor, LLC
4 Radnor Corporate Center, Suite 300
100 Matsonford Road
Radnor, PA 19087
Federated is a global investment manager known for its disciplined investment approach, dedicated client service and broad array of financial solutions. Our investment experience spans domestic and international equity, fixed-income, alternative and money market strategies distributed through a network of institutions and intermediaries worldwide. Founded more than 60 years ago, with the belief that diligently doing business the right way over time presents the best opportunity for future growth, Federated continues to develop products that cover all asset classes, sectors and styles with the goal of long-term consistent performance.
1001 Liberty Avenue
Pittsburgh, PA 15222
First Trust Portfolios L.P.:
First Trust Portfolios L.P. is a privately-held company which was established in 1991. First Trust invests across a range of asset classes, offering them through investment vehicles including unit investment trusts, exchange-traded funds, closed-end funds, mutual funds, variable annuities, and separate managed accounts. Many of these portfolios are selected using their proprietary fundamental and quantitative research as well as outside teams from leaders within the industry. First Trust is committed to helping financial professionals better serve investors with superior products, services and results by providing original ideas and the highest level of service.
First Trust Portfolios
500 W. 5th Street, Suite 800
Austin, TX 78701
Florida Prepaid College Board:
The Florida Prepaid College Board manages the Stanley G. Tate Florida Prepaid College Program and the Florida 529 Savings Plan. Both are tax-favored 529 savings plans authorized by Section 529 of the Internal Revenue Code. Florida Prepaid is the largest, longest running and most successful prepaid plan in the nation with more than 1.6 million Florida Prepaid College Plans purchased and more than $6.7 billion invested in Prepaid Plans by Florida families. The 529 Savings Plan has more than 50,000 active accounts with a market value of more than $449 million.
Florida Prepaid College Board
1801 Hermitage Blvd., Suite 210
Tallahassee, FL 32308
Hodges Capital Management:
Hodges Capital Management is a 25 year old investment advisory firm managing assets for six no-load mutual funds, institutions, endowments, family offices and individuals. The firm specializes in bottoms-up research in picking stocks for portfolios.
Hodges Capital Management
2905 Maple Avenue
Dallas, TX 75201
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. We are privileged to manage more than $770 billion in assets on behalf of clients worldwide (as of June 30, 2016). We have:
- Specialized investment teams managing investments across a comprehensive range of asset classes, investment styles and geographies.
- More than 6,500 employees focused on client needs across the globe.
- Proximity to our clients with an on-the-ground presence in more than 20 countries.
- Solid financials, an investment grade debt rating, and a strong balance sheet.
Two Peachtree Pointe
1555Peachtree Street, NE, Ste 1800
Atlanta, GA 30309
Ivy Investments Inc.:
Ivy Investments® is a global organization recognized for inventive, actively-managed investing strategies that help investors best meet their long-term goals. Our roots date to 1937 and, over the years, we’ve built our time-tested investment process within an authentic and demanding culture – one that values preparedness, collaboration and accountability. These values extend from our broad internal investing capability, which reaches all major asset classes, to our subadvisor partners, to the distribution team that supports advisors and our clients.
6300 Lamar Ave
Overland Park, KS 66202
Life Insurance Settlement Association:
Established in 1994, the Life Insurance Settlement Association (LISA) is the oldest and largest trade organization serving the secondary market for life insurance. LISA educates consumers and financial advisors about options for unlocking the hidden value in life insurance policies. Over the Association’s 20 years, it has played a key role in developing legislation and regulations as the foundation for an open, transparent and competitive market for the transaction of life settlements. LISA’s mission is to promote the development, integrity, and credibility of the life settlement market, where consumer life insurance policyholders can choose to sell policies that are no longer needed, wanted, or whose premiums are no longer affordable.
A primary goal of the Association is to provide an awareness and education about a life settlement option to the 40+ million seniors over age 65 who own $1+ trillion face value of life insurance. We believe it is imperative that all seniors are aware their life insurance policy is personal property and of their right sell their policy if that serves the best interests of their financial needs.
Life Insurance Settlement Association
280 W. Canton Ave, Suite 439
Winter Park, FL 32789
Lyrical Asset Management:
At Lyrical Asset Management, we are fundamental value investors. The combination of value investing with quality and analyzability distinguishes the Lyrical investment program. We believe our hallmarks -value quality, and analyzability – create a resilience in our portfolios. Our sole aim in crafting our investment program is to maximize long-term investment returns. Lyrical employs a repeatable process to identify undervalued securities. We believe we have engineered our investment program to create the greatest likelihood of success.
Lyrical Asset Management
250 West 55th Street
New York, NY 10019
Manning & Napier Advisors, LLC:
Manning & Napier Advisors, LLC (Manning & Napier) is a full service registered investment advisor headquartered in Rochester, New York. Founded in 1970, the firm serves clients in all 50 states and manages $34.7 billion in client assets for pensions, 401(k) plans, endowments, foundations, and high net worth individuals as of March 30, 2016, Manning & Napier offers a variety of investment alternatives including separately managed advisory accounts, proprietary mutual funds, custody and trust services, and retirement plans with value-added services tailored to meet the needs of our clients
Manning & Napier
290 Woodcliff Drive
Fairport, NY 14450
Markel Cambridge Alliance:
Markel Cambridge Alliance, a Markel Specialty program offers E&O Insurance for RIAs and FPAs. Since 1988, it has established a strong reputation as a result of its industry expertise, stable premiums, and excellent claims management services. MCA offers policy customization, risk mitigation strategies, and optional cyber liability coverage. 5% discount extended to members of the FPA, with additional discounts for other associations or custodians for a maximum of 15%.
Markel Cambridge Alliance
4600 Cox Road
Glen Allen, VA 23060
Pinnacle Realty Group:
Amy Moline and Chris Bessette are the founders of The Pinnacle Realty Group at Keller Williams and have been assisting buyers and sellers purchase and sell. residential real estate since 2007. The team has been ranked the #1 Sales Team in the Keller Williams Dr. Phillips Market Center since 2010! Buying or selling a home does not have to be stressful! The process Is easy when you work with the right professionals who can help you close the deal. Our desire is to be there for you in every phase of your real estate future and be "Your Realtors For Life!"
Pinnacle Realty Group
6900 Turkey Lake Rd., Suite 1-3
Orlando, FL 32891
Reverse Mortgage Funding, LLC:
Established in 2012, Reverse Mortgage Funding LLC (NMLS ID #1019941) is one of the fastest-growing lenders in the industry, one of the nation’s largest GNMA issuers of reverse mortgages, and a recognized thought leader in the reverse mortgage business. A wholly owned subsidiary of Reverse Mortgage Investment Trust Inc. (RMIT), the company’s focus is on originating, acquiring, investing in, and managing reverse mortgage loans and securities backed by reverse mortgage loans. The company is headquartered in New Jersey, with corporate offices in New York and California and field offices throughout the U.S. Learn more by calling (844) 804-3863 or visiting www.reversefunding.com.
Reverse Mortgage Funding, LLC
1445 Broad Street, 2nd Floor
Bloomfield, NJ 07003
S2K Financial is a registered broker-dealer wholesale distributor of investment vehicles and funds, structured as registered securities or private placements. S2K Financial was founded by leaders representing a diverse cross section of the industry. Our mission is to become the leading distributors of innovative investments products through financial advisors and RIA’s with the primary focus on the investor. Our platform is focused on bringing institutional-based, investor friendly investment opportunities to the retail investor. We will grow the industry by bringing new and innovative investment opportunities to market from a broad selection of managers across multiple sectors while embracing important and evolving industry changes.
777 Third Ave, 28th Floor
New York, NY 10017
USAA was founded in 1922 by 25 U.S. Army officers in San Antonio, Texas. We have been in the investment business for over 45 years. With over 11 million members, USAA is one of the leading financial services providers to the military and veteran community and their families. At USAA, our disciplined approach to managing money stems from our military values of service, loyalty, honesty and integrity. It’s a commitment we share with those we serve. USAA Investments has over $67.1 billion in assets under management as of December 31, 2016,
USAA Investment Management Company
17200 Commerce Park Blvd., 4th Floor A Core
Tampa Bay, FL 33647
Since its beginning in 1975, Vanguard has grown to become one of the world’s largest investment management companies, with more than $3.63 trillion in U.S. fund assets as of December 31, 2016, Vanguard provides an extensive array of investment products, including a full range of low-cost ETFs and mutual funds designed to help financial advisors grow and preserve the wealth of their clients. In addition to our many investments and client-focused services, our commitment to financial advisors includes innovative practice management solutions that can help advisors attract and retain clients, build their practices, and enhance their professional development. Connect with Vanguard® at advisors.vanguard.com or 800-997-2798.
100 Vanguard Blvd.
Malvern, PA 19355
Westcore Funds offers a broad range of funds to help achieve your investment goals. Our diverse family of investment strategies includes growth, value, quantitative and international equity, as well as fixed income, and reflects the founding principles of its manager, Denver Investments. From its origin in 1958, Denver Investments was built upon the tenets of institutional investing—a prudent, disciplined and consistently applied investment approach. Today, the firm manages assets for a broad array of individual and institutional investors, and is 100% employee-owned. We believe the firm’s organizational independence helps align our interests with those of our clients.
370 17th Street. Suite 5000
Denver, CO 80202