• Attend to receive timely regulatory updates, valuable compliance information, and to learn the latest on different investment products, programs and more
• Continuing education credits will be available

• Conference attendance is balanced, representing all sponsors, service providers and funding sources
• Ample networking time will be available

• Portfolio Management/Products
  Dustin Zachmeyer, Bluerock

Sessions: 9, 12, 21, 23, 26

• Tax Treatment (1031 Like-Kind Exchanges, Opportunity Zones)
  Heidi Wheatley, Keystone National Properties
  Denise Kramer, Inland Real Estate Investment Corporation

Sessions: 5, 13, 16, 17, 20

• ESG & Impact Investing
  Taylor Garrett, Orchard Securities
  Jeff Shafer, CommonGood Capital

Sessions: 2, 4, 7, 15

• Practice Management & Technology
  Karen Templeton, Forrest Wealth Strategies
  

Sessions: 19, 22, 25

• Fundamentals & Leading-Edge Discussions
  Kara Howard, SC Distributors
  Michael Underhill, Capital Innovations

Sessions: 1, 3, 6, 18, 24

• Hot Topics
  Ann Moore, International Assets Advisory

Sessions: 8, 10, 11, 17

• RIA Session
  Rajeev Kotyan, Innovative Advisory Group
  Craig Covington, DAI Securities

• Broker-Dealer Session
  Ann Moore, International Assets Advisory
  Brandon Balkman, Orchard Securities

As of 9/1/2021

Affiliate Firms

3122 Consulting
Abell Law
ABR Dynamic Funds

AKRU Inc.

Alliance 160 LLC
Alston & Bird
*Alternative Investment Exchange (AIX)
Baker & McKenzie

*Baker Donelson

*Baker Tilly

BlackRock

Buttonwood Due Diligence

*CAIS

Capital Midwest Firm

Chicago Title NCS California

*Clir Capital

CMG Partners

*CNB Custody

Cobalt Capital Inc

CommonGood Capital

*Computershare

Comrit Investments

Concierge for Advisors

*Cox Capital Partners

Deloitte & Touche

*DLA Piper

Ducett Consulting

*e2comply

ELITE ISI

*Entrust Group

*Equity Advisor Solutions

*Equity Trust Company

FactRight

George H. David Law Group

Gladstone Companies

*Goldstar Trust Company

*Great Lakes Fund Solutions

Greenberg Traurig

Holland & Knight

iCapital Network

InvestX

*IPIPELINE

JCC Advisors

*JTC Americas

Jeff Kinney

*Kaplan Voekler Cunningham & Frank PLC

Laganza Capital

Lonsdale Investment Technology

MacDonald Family of Companies

Madison Capital Group

*MBD Solutions

*MGL Consulting

*Mick Law PC, LLO

Miterko & Associates

Morris Manning & Martin

Nelson Law Partners

*NuView Trust

*Opal Group

*OpportunityDb

Orchard Securities - MBD

*Patrick Capital Markets

*Phoenix American Financial Services

Pender Capital

*Preferred Capital Securities

Rainbow Realty Group

Ray Simmons Corp.

*Real Assets Adviser

RealSource Brokerage Services

*Realto

Rent Dynamics

Robert A. Stanger & Co., Inc.

S2K

*Securities Transfer Corporation

Sequence Financial Specialists

*Servio Capital

Sirota Law Firm

Skyway Capital Markets

Snyder Kearney

Spotlight Marketing Communications

*SS&C Technologies

Stablewood Properties

*STRATA Trust Company

*Strategic Capital Fund Management

Stroock & Stroock & Lavan LLP

*The Bowman Law Firm LLC

The DI Wire

Tioga Capital

*TNDDA

*UMB Bank, Institutional Banking

VENTURE.co Holdings, Inc

*WealthForge

Associate Firms

1031 Financial

1776 Wealth LLC

Abundance Wealth Planning LLC

Accretive Wealth Management

ACG Wealth

Advisor Group

Advisory Group Equity Services, Ltd.

Affinity Investment Advisors

Affinity Real Capital

Alameda Financial Group

Alan B Lancz & Associates

Alexander Capital

Alliance Global Partners

Alpha Growth Management

Alpha Investing

Alta Financial Group

Alta Investment Group

Alternative Investment Inc.

American Portfolios Financial Services, Inc.

American Trust Investment Services, Inc.

Anchor Financial Group

Angel Rock Advisors

AOG Wealth Management

Apollon Wealth Management, LLC

Arete Wealth Management

Arkadios Capital

ARRIVATO LLC

ASG CAPCO CORP

Aspen Capital Management

Aspireon Wealth Advisors

Asset Strategy Advisors, LLC

Atomi Financial Group

Aurora Securities

Ausdal Financial Partners, Inc.

Bangerter Financial Services

Beacon Hill Investment Advisory

Belpointe Asset Management

Benchmark Investments, Inc.

Berthel Fisher & Company Financial Services Inc

Blueprint Equity

Bourbon Financial

Bren Ventures

Brookstone Capital Management

Boustead Securities

Cabin Securities

Cabot Lodge Securities

Calton & Associates Inc

Cambridge Investment Research

Capital Growth, Inc.

CapStack Partners

Capulent LLC

Carmandalian Financial Group, LLC

Catalyst Wealth Management

CDP Financial Group

Center Street Securities, Inc.

Cetera Financial Group

Claraphi

Clear Direction Investments LLC

Clear Stream Advisors

Coastal Equities, Inc.

Colorado Financial Services  Corporation

Concorde Asset Management, LLC

Concorde Investment Services, LLC

Corcapa 1031 Advisors

Cornerstone Real Estate Investment Services

Crescent Securities Group Inc

Crosspoint Financial, LLC

Crown Capital Securities LP

CUBED Systems

Cuso Financial Services

D.H. Hill Securities

Da Vinci Global Consulting, LLC

DAI Securities, Inc

Dempsey Lord Smith, LLC

DFPG Investments, Inc.

Direct 1031 Exchange

Discipline Advisors

Doceo Wealth

Dunn Financial, Inc

DWYER FINANCIAL, LLC

Eagle Wealth Management

Emerson Equity LLC

Entoro Capital

Equifinancial LLC

Espinoza Private Wealth Management

Everest Management Corporation

Felix Danciu

Fiduciary Wealth Management, LLC.

Financial Architects, Inc.

First Financial Equity Corp.

Fortitude Investment Group LLC

Foundations Investment Advisors

Four Star Wealth Advisors

Frontier Wealth Strategies, LP

G2J2 Investment Management

G.A. Repple & Company

GCB Private Wealth

Global View Capital Management, LTD

Global Wealth Partners Inc

Golden State

Great Point Capital

GWD Capital Management

Harris Investment Advisors

Hartfield Financial & Insurance Services, Inc.

HBKS Wealth Advisors

Herr Capital Management, LLC

Hickory Capital, LLC

Highlander Wealth Services

Highpoint Planning Advisors

Horev and Associates

IBN Financial Services, Inc.

IDB Capital Corp

IHT Wealth Management LLC

Independent Financial Group

Infinity Financial Services

Innovative Advisory Group, LLC

Insight Investment Advisers

Institutional Securities Corporation

Integrity Brokerage LLC

International Assets Advisory, LLC

Investment Security Corporation

IPA 1031 Group

IREXA Financial Services / Wealth Strategies

IRL Financial LLC

Irvine Advisors

ISC Group

JASTAR

JRL Capital Advisors

JRL Capital Corporation

JRW Investments

Kalos Capital, Inc.

Karas Partners Inc.

Kay Properties and Investments

Kingsley Family Office

Kingsley Group

Knapp Financial Advisors

Kovar Wealth Management

Landolt Securities Inc.

Landolt Securities, Inc. / TKC Wealth Management LLC

LaSpaluto Financial Planners

Latus Group

Lazari Capital Management Inc.

Left Brain Wealth Management

LightPath Capital, Inc.

Lincoln Financial Advisors

Lionchase North America

Lovell Wealth Management

M Stevens Wealth Advisors

Madrona Financial

Martin Tax & Financial Services

MB Investments

McDermott Investment Services

Mehta Services Company

MHL Investments

Mirae Asset Wealth Management

MIT Associates, LLC

Moloney Securities Asset Management LLC

Money Concepts Capital Corp.

Moregain Capital Group

NAMCOA

National Securities Corporation

Newbridge Securities Corporation

Next Financial Group, Inc.

NextGen Private Wealth LLC

NexTrend Securities, Inc

Ni Advisors

Nobles & Richards

Nova Capital Solutions, LLC

NVM Capital Partners

Oak Tree Securities Inc

Patrick Capital Markets

Paul M. Wendee & Associates, LLC

Petra Capital Properties

Pinnacle Capital Group

Pinnacle Capital Securities, LLC

Plotkin Financial Advisors

PrimeX

Purshe Kaplan Sterling Investments

Quiver Financial

RCM Investments

RCX Capital Group

RD Heritage Group

Redmount Capital Partners, LLC

Regal Securities

Retirement Solutions, Inc.

Richfield Orion International

Ridgeline Asset Management, LLC

Rudwall Wealth Management

RUDWALL WEALTH MANAGEMENT LLC

San Marino Investment Services

Sandlapper Securities

Saxony Securities Inc

Seasons Investments

SECURITIES AMERICA, INC.

Sequent Real Estate + Wealth Management

Sigma Financial Corporation

SignatureFD

Silverhawk Asset Management, LLC

Simons Financial Network

Solomon Financial Services

Sourcenet Investment Services LLC

Southern CA Wealth Management Associates LLC

Southwestern Advisory Group

Stax Capital

Steven Yeh & Associates

Strategic Advantage Financial

Strategic Blueprint, LLC

Strategic Wealth Planning

SW Financial

Synergy Wealth Management

Tate Asset Management

TCFG Wealth Management

The Sherer Group LLC

The Strategic Financial Alliance, Inc.

Third Seven Capital

Thomas J. Wolf, CFP

Titan Securities

Trustmont Financial Group, Inc.

United Planners Financial Services of America

US CAPITAL GLOBAL

Valeo Group

Vanderbilt Financial Group

Vestech Securities

WE Alliance Wealth Advisors, Inc.

Wealth Progression Group

WealthForge Securities, LLC

WealthGurus®

Western International Securities, Inc.

Westmount Realty Advisors, LLC

Westmount Realty Capital, LLC

WestPark

West Peak Investments

Whitehall-Parker Securities, Inc.

Widener & Asher Asset Management

Wychick Investment Advisors Inc

Xnergy Financial

Sponsor Firms

Access Capital Group

AEI Capital Corporation

Alliant Strategic Investments

APX Energy

Arcview Capital

ARCTRUST

Ashford Securities

*Baker Donelson

Barrow Shaver Resources

*BDP Holdings

*Belpointe

Black Creek Group

*Bluerock Real Estate

*Bourne Financial Group, LLC.

Burlington Capital

*CAI Investments

Caliber Companies

*Capital Square 1031

Cadre

*Carter Funds, LLC

CIM Group

CNL Securities Corp.

*Core Pacific

*Cottonwood

*Croatan Investments

EcoVest Capital

*ExchangeRight Real Estate

Four Spring TEN31Xchange

FS Investments

*Great Oak Funding

*Green Rock

Greystone

*Griffin Capital Company

*GWG Holdings, Inc.

*Hamilton Point Investments LLC

Hartman

*Hines

*iCap Equity

*InCommercial

*Inland Private Capital Corporation

*Inland Real Estate Investment Corporation

*Inspired Healthcare Capital

INT Real Estate Advisors

InvestX Capital

JB Capital Management

*Juniper Square

KB Exchange Trust

Keystone National Properties

Lateral Investment Management

*Legendary Capital

*Legion Capital Corporation

Leitbox Storage Portfolio Partners

*Livingston Street Capital

MacKenzie Capital Management

*Manufactured Housing Properties

Marcus & Millichap

*MCI Megatel Capital Investments

MDS Energy Development

*Montego Minerals

*Moody National Companies

*NAI Legacy

*Nexpoint

*Pacific Oak

*Parsonex Capital Partners, LLC

*Passco Companies LLC

*Peachtree Hotel Group

Peak Capital Solutions

PetroFunders

PREP Property Group

*Red Oak Capital Group

RREEF Property Trust

*RK Properties

*S.T.L. Resources, LLC

*Sandy Bay Partners

Sealy & Company

*Shopoff Realty Investments

*SmartStop Self Storage REIT

*Southwestern Asset Management

*Sovereign Partners

*Spring Hills Holdings

*Starboard Realty Advisors

*The True Life Companies

*Time Equities

Tri-Land Properties

*Trilogy Real Estate Group

*Triton Pacific Securities

Ultimus Fund Solutions

*Urban Catalyst

*US Energy Development Corporation

*Versity Investments

*Walton International Group

Waveland Energy

*Webb Creek Management Group, LLC

*Wildermuth Securities, LLC

Platinum

Charging Station

Tuesday Cocktail Reception

Lanyards

Mobile App

Pens

Pocket Agenda

Set-Up Hours:

• Sunday, October 3
  1:00-6:00 pm
• Monday, October 4
  8:00 am-4:00 pm

Show Hours:

• Monday, October 4
  6:00-7:00 pm
• Tuesday, October 5
  8:00 am-7:30 pm
• Wednesday, October 6
  7:30-9:00 am

Tear-Down Hours:

• Wednesday, October 6
  9:00 am-12:00 pm

*All exhibitor materials must be removed by 12:00 pm.

Bronze exhibitors receive:

• Listing in event mobile app

Jennifer Fitzgerald

Director of Marketing
317.663.4175, jfitzgerald@adisa.org

• Media questions
• Logo usage
• Mobile app usage
• Program book

Tanisha Bibbs, CMP, CEM

Director of Event Planning
317.663.4174, tbibbs@adisa.org

• Problems with the hotel
• Booth sales
• General exhibitor questions 

Erin Balcerzak

Membership & Data Systems Manager
317.663.4180, ebalcerzak@adisa.org

• Conference registration
• Exhibitor booth assignments
• Payments/invoicing
• ADISA membership questions