• '40 Act & Interval Funds

Leaders: Martin Dozier, Alston & Bird; John Grady, DLA Piper

• 1031s

Leaders: Mary Jo Wenmouth, Capital Square 1031; Mike Bendix, DFPG Investments

• CEO and Advisor Peer Panel

Leaders: Keith Lampi, Inland Private Capital Corporation; Sori Farsheed, Bluerock Capital Markets

• Preferred Stocks

Leader: Merriah Harkins, GWG Holdings

• RIA Track, Self-Directed IRAs

Leaders: Rajeev Kotyan, Innovative Advisory Group; Vali Nasr, ClaraPHI Advisory Network

• Women's Initiative Forum

Leader: Heidi Wheatley, Preferred Apartment Communities

• Legislative & Regulatory

Leader: Larry Sullivan, Passco Companies

• General Sessions

Leaders: John Grady, DLA Piper; John Harrison, ADISA; Lee Iredell, Iredell Consulting Group

• Robofunding and Crowdfunding

Leaders: Rajeev Kotyan, Innovative Advisory Group; Vali Nasr, ClaraPHI Advisory Network

• REITs

Leader: Mark Petersen, MBD Solutions

• Energy

Leader: Brad Updike, Mick | Law

• Analysis

Leader: Catherine Bowman, The Bowman Law Firm

• Private Equity

Leader: Brian Buehler, Triton Pacific Securities

• Direct Program Participation

Leader: Greg Mausz, Preferred Apartment Communities

• Broker-Dealer Advisory Council

Leader: Larry Lyons, Kalos Financial

• RIA/Family Office Advisory Council

Leader: Tony Grego, ADISA (acting)

• Associate Firms

1031 Investment Services
180 Turn Aroung Group
20/20 Capital Management, Inc.
2nd Market Capital Advisory Corporation
6JM LLC
A.C Miller Advisory Services
Accretive Wealth Management
Advanced Wealth Planning
Affinity Real Capital
Alameda Financial Group
ALTZ Investment Strategies, LLC
Ameriprise Financial Services, Inc.
Ameritas Investment Corp.
Anchor Financial Group
Andorra Investment Management
Annuities Made Simple
AOG Wealth Management
Archer Investment Advisors
Arete Wealth Management
ARETE Wealtj Manager
Argos Family Office LLC
Arque Capital Ltd.
ASG CAPCO CORP
Ashland Pacific
Atlanta Capital Group
Atomi Financial Group
AZM Financial
BANDER Investments
Bank Fund Equities, Inc.
Belpointe Asset Management LLC.
Berthel Fisher & Company Financial Services Inc
Blue Oak Group, LLC
Boustead Securities, LLC
Bren Ventures LLC
Bridge Valley Financial Services
BSG&L Financial Services, LLC
Cabin Securities
Cabot Lodge Securities, LLC
Calton & Associates Inc
Cambria Capital
Capital Financial Services, Inc.
Capital Management Analytics
CapStack Partners
Capstone Financial Consultants LLC
Capstone Wealth Planning
Cascade Financial Management Inc
Cavalier Funds
Centaurus Financial, Inc.
Center Street Securities
Cetera Financial Group
Charles Schwab
Chen Planning Consultants, Inc.
Chrysalis Capital Group LLC
Claraphi Advisory Network
Clear Direction Investments LLC
Clear Stream Advisors
Coastal Equities, Inc.
Colorado Financial Service Corporation
Commonwealth Financial Network
Concorde Financial
Concorde Investment Services
Corcapa 1031 Advisors
Cornerstone
Cornerstone Exchange Services
Cornerstone Family Office, Inc.
Cornerstone Real Estate Investment Services
CORPORATE INVESTMENTS GROUP, INC.
Courtlandt Financial Group, Inc.
Covenant Capital Holdings
Coyne Capital Managment
Creative Wealth Advisors, LLC.
Crescent Securities Group Inc
Custom Wealth
DA Davidson
Da Vinci Global Consulting, LLC
David White & Associates
Deans Consulting
Dempsey Lord Smith, LLC
Derby and Derby
Desert Rose Capital Management, Inc.
DFPG Investments, Inc.
Discipline Advisors, Inc.
Dunn Financial, Inc
Dwyer Financial, LLC
Eagle Wealth Management Group LLC
Easan Katir
Effective 1031 Planning
Elliott Capital Management, Inc.
Elmcore Securities LLC
Emerson Equity LLC
Family Office Partners, Inc.
Fiduciary Wealth Management, LLC.
Fillipini Wealth Management
Finance Cape
Financial Architects, Inc.
Financial Designs, Ltd.
First Financial Equity Corp.
FISN, a division of Landolt Securities
FMN Capital Corporation
Focal Point Capital Management, LLC
Forterra Capital Partners
Fortitude Investment Group LLC,
FourStar Wealth Advisors, LLC
Fox Wealth Advisors
Freedom Investors Corp
Frontier Wealth Strategies
Frontline Financial Group LLC
Global Asset Advisors
Gradient Securities LLC
Grand Canyon Financial Advisors
Great Point Capital
Gryphon Private Wealth Management
H&S Wealth Management
Hartfield Financial & Insurance Services, Inc.
High Country Capital Management
HN Financial Group
Horev and Associates
IAMC
IBN Financial Services, Inc.
IFS Securities, Inc.
IFSG
IHT Wealth Management
IMS Securities Inc
Income Property Advisors
Independent Financial Group
Independent Financial Services Professional
Infinity Financial Services
Innovative Advisory Group, LLC
Innovative Income Strategies, LLC
INNOVATIVE WEALTH PARTNERS, LLC
Interactive Wealth Advisors
International Assets Advisory, LLC
Investment Advisor Associates Inc
Investment Capital Resources
Investment Security Corporation
IPA 1031 Group
IRA Wealth Management
IREXA Financial Services / Wealth Strategies
Irvine Advisors
ISC Group
JL Capital Management
JRL Capital Advisors
Kalos Financial, Inc
Karas Partners Inc.
KF Financial Services
Kingsley Family Office
Kitsune Advisors, LLC
Kuhn Wealth Management
Ladenburg Thalmann & Co. Inc.
Lamont Financial Services
Landolt Securities Inc
Lane Group USA
LCM Investment Management, LLC
Legacy Wealth Management, LLC
Legend Capital Group
Lewis Financial Management
Life Strategies Advisors
Lightpath Capital, Inc
Lincoln Financial
Lionchase Holdings
LJCooper Capital Management LLC
Lopez Wealth Management Group
LPL Financial LLC
Lucia Securities
M Holdings Securities Inc
M.A. Hill Brokers
MAB Investments
Madison Avenue Securities, Inc.
MAM Global Financial (RIA)
Manchester Financial
Maroon Capital Group
Martin Tax & Financial Services
Massey Financial Group
MB Investments
MBR Capital Management, Inc.
McDermott Investment Services, LLC
Mehta Services Company
Merryfield Barnes, LLC
Miller Buckfire & Co., LLC
Moloney Securities - Retail
Money Concepts Capital Corp.
Nandi Dean Pathefinder
Nations Financial Group
NBC Securities
New Frontier Financial Advisory, LLC
Newbridge Securities Corporation
Niagara International Capital Limited
NPB Financial Group LLC
Oak Tree Securities Inc
Oakwood Advisory Group
Oneamerica Securities, Inc
Orchard Securities - CTT
Park Ave Capital Management Intl.
Passed Pawn Advisors
Paul Delle Cese, CPA, RR
Peachtree Advantage
Peak Financial Services
Pearson Capital Management
performance investment management
Platinum Wealth Group
Plotkin Financial Advisors, LLC
Polley Financial
Preylock Holdings
PrimeX
Private Family Office, LLC
Purshe Kaplan Sterling Investments
Quiver Financial
R.W. Bowlin Investment Solutions, Inc.
RD Heritage Group
Real Estate Transition Solutions, LLC
Regal Securities, Inc.
Retirement Solutions, Inc
Robin Edgar Investments
RSD Advisors
Rumbaugh Financial Inc.
Russell & Company
Salish Wealth Management
Sanctuary Wealth Management LLC
SANDLAPPER Securities
SCF Securities Inc
Securities America, Inc.
Sequence Financial Specialists, LLC
Sigma Financial Corporation
Signator Investors, Inc.
Silber Bennett Financial, Inc.
Silverhawk Asset Management, LLC
Simons Financial Network
Solomon Financial Services
Sound Investments
Sourcenet Investment Services LLC
South Coast Wealth Management
Sterling Investment Advisor
Steven Yeh & Associates
Stone River Capital LLC
Strategic Advisors, Inc.
Strategic Wealth Planning
Sunbelt Securities, Inc.
Synergistic Fincl Ctr
Synergy Wealth Mgmt
TAG Group, Inc
TATE ASSET MANAGEMENT
TCM Securities, Inc.
The Blue Oak Group, LLC
The Kaplan Companies
The O.N. Equity Sales Co
The Renaissance Group, LLC
The Sherer Group
The Strategic Financial Alliance, Inc.
Thomas J. Wolf, CFP
Titan Securities
TKC Wealth Management, LLC
TMI Holdings
Trustmont Financial Group, Inc.
Tryon Investments, LLC
Ultra Financial Partners
Ultra Financial Services
United Management Group
US Capital Wealth Management
Venovate Marketplace Inc.
Vestech Securities
VFG Securities
VIA Folio
Vogel Law Group
Wall Street Strategies
WealthGurus(R)
Western International Securities,
WestPark Capital, Inc.
WFA Wealth Managers
Whitehall-Parker Securities, Inc.
Widener & Asher Asset Management
Wilson Wealth Management, INC.
WRS
Wychick Investment Advisors Inc
Wynn Financial
Xsolla Capital

• Affiliate Firms

AI Insight
Alston & Bird LLP
Aon Risk Solutions
Arete Capital Markets
Armstrong Teasdale
Aston and Affiliates
Baker & McKenzie LLP
BANKCODE
Brixio
Bullish Media
Buttonwood Investment Services LLC
CapHarbor Realty Advisors, LLC
CFX Markets
Chess Law Firm
CNA
Community National Bank
Computershare
CrowdStreet
Discovery Data
DLA Piper
DST Systems Inc
Duval & Stachenfeld LLP
EB5 Deals.com
Equity Institutional
Evolv Capital
Exempt Edge Inc.
Factright, LLC
Financial Media Group
Financial Services Institute Inc.
FischTank
Great Lakes Fund Solutions, Inc.
Incapital
Integro Insurance Brokers
InvestBetter Consulting
IPA - Investment Program Association
Iredell Consulting
JCC Advisors, LLC
Kaplan Voekler Cunningham & Frank PLC
KeyBankReal Estate Capital
KINGDOM Trust
Kirton McConkie
KOB Event Solutions, LLC
Kutak Rock LLP
Laser App Software
Lendit
Mainstar Trust
MBD Solutions
Mediant
MGL Consulting
Mick Law PC, LLO
Miterko & Associates
Modern Equity Services LLC
Moran Reeves Conn PC
Morris Manning & Martin LLP
My RIA Lawyer
NLR Advisory Services, LLC
NuView IRA
Opal Group
Orchard Securities - MBD
Orion Advisors LLC
Paliotta & Associates
Paquette and Associates
PENSCO Trust Company
Phoenix American Financial Services, Inc.
Real Assets Adviser
Real Assets Adviser - Institutional Real Estate Inc.
Risley Associates
RME360
Robert A. Stanger & Co., Inc.
S2K Financial
SC Distributors, LLC
Securities Transfer Corporation
Selequity
Seyfarth Shaw LLP
Sherman Bridge Lending
Skyway Capital Markets, LLC
Snyder Kearney, LLC
Sorensen Entity Services
Spotlight Marketing Communications
The Bowman Law Firm LLC
The DI Wire
The Entrust Group
TM1031 Exchange
Trust Company of America
Vantage Consulting
WEALTH STRATEGIES ADVISORY GROUP
Williams Mullen
Wilson Elser
Winget, Spadafora & Schwartzberg, LLP
WRKFLOW.ORG

• Sponsor Firms

AEI Capital Corporation
Archon Capital
ARCTRUST, Inc.
Arete Wealth Management
Avistone, LLC
Bayside Partners
Black Creek Group
Bloomfield Capital
Bluerock Real Estate
Bridgeton Holdings
Broad Reach Retail Partners
Cache Private Capital
Cantor Fitzgerald
Capital Square 1031
Capital Square Realty Advisors
CapitalDynamics
Carter Multifamily Fund Management Co LLC
Carter Multifamily Fund Management Co. LLC
Carter/Validus Mission Ciritcal REIT Inc
CNL Securities Corp.
Cole Capital
Conestoga International, LLC
Coparcel, Inc.
Core Pacific Advisors
Core Pacific Advisors, LLC
Cottonwood Residential
Crossroads Capital Group
Cunat
Cygnus Capital
DeSanto Realty Group
Devonshire REIT
District Investments, LLC
EcoVest Capital Inc.
EvrSource Capital
ExchangeRight Real Estate
Four Springs Capital Trust
FS Investments
Geyser Holdings
GK Development Inc
GPB Capital
Granite Capital Group
Griffin Capital Corporation
GWG Holdings, Inc.
Hamilton Point Investments LLC
Hamilton Zanze & Company
Hartman Income REIT
HC Government Realty Trust, Inc.
HC2 Capital
Highland Capital Management
Hines Securities
IGF Investment Grade Funds
Inland Private Capital Corporation
Inland Real Estate Investment Corporation
InSite Group
Inspired Healthcare Capital
Institutional Property Advisors
IronOak Energy
iSelect Fund Management, LLC
JCC Advisors
KBS Capital Markets Group LLC
Kingsbarn Realty Capital
L’Auberge Fund Manager, LLC
Land Investors, LLC
Landmark Dividend
LCM Investment Management
Lennox Income & Opportunity Fund
Lodging Opportunity Fund, REIT
MacKenzie Capital Management
Madison Realty Companies
MCI Megatel Capital Investment
MDS Energy
Montego Minerals
Moody National Companies
MVP Realty Advisors
Natural Resource Advisors LLC
Nelson Brothers Professional Real Estate
NorthStar Securities, LLC
Passco Companies LLC
Peachtree Hotel Group
PECO Real Estate Partners
Phoenix American Hospitality
Preferred Apartment Communities Inc
Provasi Capital Partners
Redwood Mortgage
Resource
Resource Royalty, LLC
RK Properties
Royal Palm Companies
SANDLAPPER Capital Investments, LLC
Sealy & Company
Shopoff Realty Investments
SHURWEST
Sixty West, LLC
SmartStop Asset Management
Starboard Realty Advisors LLC
Steadfast Capital Markets Group
Steadfast Investment Adviser, President
Tahoe Spirits, Inc.
Tangible Assets LLC
Terra Capital Partners LLC
Terra Secured Income Fund
The Empire Group LLC
The Entrust Group
The Lightstone Group
The McLean Group
The Vault Strategy
Time Equities Inc
Triloma
Triton Pacific Securities
UMB Bank
University of Denver
Upeva
US Capital Global Securities, LLC
US Energy Development Corporation
Virtua Capital Management
W. P. Carey Inc.
Walton Street Capital LLC
Waypoint Residential
Webb Creek Management Group, LLC
Zebra Capital Management

Set-up Hours:

• Sunday, October 22
  8:00 pm-11:00 pm
• Monday, October 23
  8:00 am-4:00 pm

Show hours:

• Monday, October 23
  6:00-7:00 pm
• Tuesday, October 24
  8:00 am-7:30 pm
• Wednesday, October 25
  7:30-9:00 am

Tear-down hours:

• Wednesday, October 25
  9:00 am-1:00 pm
  
  *All exhibitor materials must be removed by 1:00 pm

Bronze exhibitors receive:

• Recognition by category on the ADISA website, select pre-event eblasts, onsite signage and general PowerPoint
• Listing in event mobile app

Jennifer Fitzgerald

Director of Marketing

Tanisha Bibbs, CMP

Director of Event Planning

Erin Balcerzak

Membership Services Coordinator

Jennifer Fitzgerald

Director of Marketing

GES – Global Experience Specialists, Inc.