Attending Companies

As of 7/11/19

ASSOCIATE FIRMS (Broker-Dealers, RIAs, Family Offices)
Accretive Wealth Management
Advisory Group Equity Services, Ltd.
Altruist Advisor
American Portfolios Financial Services, Inc.
Arete Wealth Management
Arkadios Capital
AXA Advisors LLC
Bay Capital Advisors, LLC
Beacon Hill Investment Advisory
Benchmark Investments, Inc.
Berthel Fisher & Company Financial Services Inc
Cambridge Investment Research Inc
Cetera Financial Group
Claraphi Advisory Network, LLC
Clarity Finance
Coastal Equities, Inc.
Concorde Asset Management, LLC
Concorde Investment Services LLC
Crescent Securities Group Inc
Cuso Financial Services
Da Vinci Global Consulting, LLC
Dempsey Lord Smith, LLC
Discipline Advisors, Inc.
eagle rock wealth management
Equifinancial LLC
FNEX
Hickory Capital, LLC
IDB Capital
IHT Wealth Management
International Assets Advisory, LLC
Invicta Capital Advisors
Kalos Capital, Inc.
Kingsley Family Office
Ladenburg Thalmann & Co. INC.
LifeMark Securities Corp
Lionchase Holdings
MSF Capital Advisors LLC
NexTrend Securities, Inc
Ni Advisors, Inc.
Park Ave Capital Management Intl.
PARK CITY CAPITAL INC
Purshe Kaplan Sterling Investments
RD Heritage Group
Reshape Wealth
Richfield Orion International
SCF Securities Inc
Seidman Investment Portfolios
Sequence Financial Specialists, LLC
Sigma Financial Corporation
Simons Financial Network
Spire Investment Partners LLC
Synergy Wealth Mgmt
The Strategic Financial Alliance, Inc.
TKC Wealth Management, LLC
United Planners Financial Services of America
VIA Folio
 
AFFILIATE FIRMS
AI Insight
Arete Capital Markets
*CAIA Association
DLA Piper
Factright, LLC
FINRA - Financial Industry Regulatory Authority, Inc.
Great Lakes Fund Solutions, Inc.
HillStaffer
InvestmentNews
IPA - Institute for Portfolio Alternatives
*Kaplan Voekler Cunningham & Frank PLC
MBD Solutions
Mick Law PC, LLO
Miterko & Associates
NuView IRA
Openfinance
Orchard Securities - MBD
*Phoenix American Financial Services, Inc.
Skyway Capital Markets, LLC
SS&C Technologies
The Bowman Law Firm LLC
The College of William & Mary, Mason School of Business
U.S. Securities and Exchange Commission
Vermont Department of Financial Regulation
WealthForge
 
SPONSORS FIRMS
*Bluerock Capital Markets
*Bluerock Real Estate
*Bourne Financial Group, LLC.
*Capital Square 1031
*Carter Multifamily
*Cottonwood Residential
Destra Capital Investments
EcoVest Capital
EvrSource Capital
*ExchangeRight Real Estate
Four Springs Capital Trust
FS Investments
*Green Rock, LLC
Guggenheim Partners
*GWG Holdings, Inc.
*Hamilton Point Investments LLC
*Hines Securities
*Inland Private Capital Corporation
*Inland Real Estate Investment Corporation
Livingston Street Capital
*Lodging Fund REIT III
MCI Megatel Capital Investment
MDS Energy/National Brokerage Atlantic, Inc.
Moody National Companies
NB Private Capital
*Passco Companies LLC
Phoenix American Hospitality
*Preferred Apartment Communities Inc
Prospect Capital Management
RealBlocks
Resolute Capital Partners
Rockspring
*Sealy & Company
Shopoff Realty Investments
*SmartStop Asset Management, LLC
Sovereign Partners
*Spring Hills Holdings, LLC
*Starboard Realty Advisors LLC
Tri-Land Properties, Inc.
*Triton Pacific Securities
*US Energy Development Corporation
*Waypoint Residential
Webb Creek Management Group, LLC



* Exhibiting Firm