Support our Partners

FPANE Platinum Partners

Capital Group - American Funds

American Funds/Capital Group

Damian Carroll CFA®, CIMA®, CPWA®
Relationship Manager – RIA/BT (RM-RIA/BT)
877-421-1328 OFFICE
860-573-8064 MOBILE
dafc@capgroup.com

 

Blue Cross Blue Shield of Massachusetts

Charles Schwab

Laurie Bond, CTSM, GCSC
Laurie.Bond@schwab.com
Exhibit Manager Industry Events  |  Event and Production Services 
Tel  330 908 4146 |  Cell  330 283 8119 

Hines Securities

Hines

Tom Lester CAIA®
Sr. Regional Director
617 913 0942
tom.lester@hines.com
hinessecurities.com

Hines Securities, Inc.
845 Texas Avenue | Suite 3300 | Houston, TX 77002
Member FINRA/SIPC

Movement Mortgage

Movement Mortgage

Donna B. McKeown | Branch Manager
NMLS 20377
(781) 775-7172
3301 N University Drive
Building 2 Suite 420
Coral Springs, FL 33065
www.MortgagesByDonna.com

 

MRB Partners

MRB - The Macro Research Board

Phillip Colmar
Managing Partner, Global Strategy
MRB – The Macro Research Board
Office: 1-212-390-1148
Mobile: 1-347-726-9656
Email: Phillip.Colmar@MRBPartners.com

 

 

PLAN Special Needs Trust

PLAN MA & RI

Joan McGrath
Executive Director
888-890-7526 ext. 206
joan@planofma-ri.org
https://www.planofma-ri.org/

 

Thrivent Asset Management

Thrivent Asset Management

Kelsea Sullivan, CIMA®
Regional Hybrid Investment Consultant – North East
Thrivent Asset Management

901 Marquette Avenue, Suite 2500,
Minneapolis, MN 55402-3211

D   1-617-833-9540
D   1-612-844-4734
E   kelsea.sullivan@thriventfunds.com

Visory

Visory

Steven Ryder
Chief Strategy Officer
sryder@visory.net
603-624-6777
www.visory.net