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Sponsorship Information

PRESENTING SPONSOR Pershing Advisor Solutions LLC (member FINRA, SIPC) is an…

PRESENTING SPONSOR


Pershing Advisor Solutions LLC (member FINRA, SIPC) is an affiliate of Pershing LLC and a leading custodian to independent registered investment advisers and dually-registered advisers working in conjunction with many of Pershing LLC’s introducing broker-dealer customers. Pershing LLC (member FINRA/NYSE/SIPC), a BNY Mellon company, is committed to delivering dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Through an innovative custody platform, Pershing Advisor Solutions delivers superior expertise and scalable and customizable solutions to help independent registered investment advisers manage and grow their businesses. Additional information is available at www.pershingadvisorsolutions.com.

NATIONAL SPONSORS


Since 2001 American Portfolios Financial Services, Inc. (APFS)—a member FINRA/SIPC firm—has grown to become one of the premier broker/dealer firms in the independent space. As a full-service independent broker/dealer, APFS supports its affiliated colleagues—financial advisors who run their practices as business owners—by providing them with non-proprietary investment products; industry leading brokerage services support through Pershing, LLC; and a flexible, open architecture advisory platform through the company’s advisory group, American Portfolios Advisors, Inc. (APA), an SEC registered investment advisor. Affiliated colleagues also benefit from an advisor-centric technological infrastructure and a dedicated service team for on-hand, day-to-day back-office assistance and engaged practice management support.

What’s more, every affiliated representative and employee at the firm has the ability to earn ownership in the company while building his or her future in the business. By bringing together the most expert and imaginative people in a culture that embraces technology and with the courage to think independently, American Portfolios is creating true value in its services, its affiliated financial practices and the company. More information about American Portfolios can be found at www.americanportfolios.com.


BlackRock is a leader in investment management, risk management and advisory services for institutional and retail clients worldwide. At June 30, 2011, BlackRock’s AUM was $3.659 trillion. BlackRock offers products that span the risk spectrum to meet clients’ needs, including active, enhanced and index strategies across markets and asset classes. Products are offered in a variety of structures including separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. Headquartered in New York City, as of June 30, 2011, the firm has approximately 9,700 employees in 26 countries and a major presence in key global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company’s website at www.blackrock.com.


With more than 350 exchange traded funds (ETFs) totaling approximately $600 billion in assets, iShares is the world’s largest ETF provider and one of the fastest growing fund families in the United States. The iShares family of ETFs offer investors transparent, flexible exposure to virtually every angle of the market. Since its inception in 2000, iShares has been committed to acting as a partner and advocate for financial professionals and institutional investors, offering a unique combination of products, tools, educational resources and dedicated support. iShares is a line of business of BlackRock, a worldwide leader in investment management, risk management and advisory services for institutional and retail investors.


Since 1998, Junxure has delivered a powerful and innovative office management system built specifically for financial advisory firms. Created by some of the industry’s most respected wealth management professionals, Junxure brings unique perspective and experience of the actual day to day business of the financial industry, inspiring products and services that go beyond software into firm management.

Junxure has one goal – to help advisors realize their vision of the ultimate firm – and delivers a groundbreaking combination of integrated consulting, training and software tailored to meet the individual needs of its customers. Junxure also serves as an advocate for financial professionals, contributing the technology and services that help advisors deliver exceptional client service and streamlined practice management that lead to growth and profitability. Simply put, Junxure works with advisors to help build their dream firm. Additional information is available at www.Junxure.com.

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