Support our Partners
FPANE Platinum Partners
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
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
Heifer Foundation
Debbie McCullough, Esq.
debbie.mccullough@heiferfoundation.org
702-355-0324
https://www.heifer.org/
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
Longbridge Financial
Jerry Auippa
Direct: 281-272-6299
www.Longbridge-financial.com/advisors
Markin Asset Management, LP
Matt Kinzer | Managing Director
matt.kinzer@markinfunds.com
914-269-0018
markinfunds.com
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 - 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 MA & RI
Joan McGrath
Executive Director
888-890-7526 ext. 206
joan@planofma-ri.org
https://www.planofma-ri.org/
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
Steven Ryder
Chief Strategy Officer
sryder@visory.net
603-624-6777
www.visory.net