2024 Spring Conference

Why Go?

Why Go?

For the financial industry professional working in retail alternative investments, ADISA's Spring Conference is the kick-off event of the year to showcase the new industry offerings and opportunities.

  • Designed for all industry professionals who sponsor, analyze, market, distribute or sell alternative investments
  • Several educational sessions will be offered, many of which qualify for continuing education credit
  • Attendees will also have the opportunity to meet face-to-face with leading industry professionals and visit with event exhibitors, who will showcase their offerings or services

Hotel Info

Hotel Information

All ADISA 2024 Spring Conference events will take place at:

The Fairmont Chicago, Millennium Park
200 North Columbus Drive
Chicago, Illinois 60601

PLEASE NOTE: ADISA's hotel room block at The Fairmont Chicago is SOLD OUT.

Contact The Fairmont directly (https://www.fairmont.com/chicago/ or 312.565.8000) for room availability.

BEWARE of hotel reservation scams: There are several hotel reservation "pirates" who somehow get prior years' meeting attendance lists and then approach past attendees to reserve their hotel rooms and in so doing either steal credit card information or broker a non-refundable reservation with extra junk fees. Please note that ADISA does not call or send out emails to individuals to solicit hotel reservations. You should only use the link provided in our reservation system to book your room. Please contact us with any questions.


Education Tracks

Education Tracks

  • Education
    Greg Mausz, Skyway Capital Markets

(1) Fundamentals of Alts
(4) Real Estate 101
(6) Key Deal Terms
(10) New Products

  • Practice Management
    Kyle Kadish, IBN Financial Services

(12) AI -- What's Coming
(14) The 4 Ws of the Corporate Transparency Act: What You Need to Know

  • Compliance/Due Diligence
    Paula Miterko, Miterko & Associates

(2) The Reg BI Duty of Care: FINRA's Exam Expectations and Enforcement Cases
(17) Preferred Liquidity

  • Marketing & Technology
    Mat Dellorso, WealthForge

(8) Cyber and Technology Issues
(20) Personal Technology: Using the Latest IT Tools and Features to Save Time and Effort

  • Tax
    Christine Petersen, Inland Securities Corporation

(3) 721s
(11) Restructuring DSTs
(13) Navigating the Bridge: A Comprehensive Review from Multiple Perspectives

  • Real Estate
    Christy Hutchison, Shopoff Realty Investments

(7) Real Estate Outlook: Challenges and Opportunities in a Changing Environment
(9) Navigating Leverage and the Cost of Capital in Today's Markets
(15) Oil & Gas: Is It Really Different This Time?
(18) Is Multi-Family Over?
(19) Debt Funds

  • RIA
    Rajeev Kotyan, Innovative Advisory Group

(5) Transaction/Trading Platforms for Alternative Investments for RIA Portfolio Managers
(16) Challenges for RIAs When Using Alts
(21) RIA Peer-to-Peer



Draft as of 3/26/2024

  • Monday, April 8
    11:45 AM - 1:45 PM
    Women's & Next Generation Luncheon

    Featuring Guest Speaker
    Renowned Astronaut Susan Kilrain

    Commander Susan Kilrain is a renowned astronaut, a distinguished navy test pilot and aerospace engineer, and a world traveler. She is the youngest person, and one of only three women, to pilot the space shuttle. She served twenty years in the navy paving the way for women. She has flown more than 3,000 flight hours in more than thirty different aircraft, and she was awarded the Defense Superior Service Medal. Commander Kilrain flew as pilot of STS-83 and STS-94, spending a total of more than twenty days in space. Her first mission was cut short due to a potentially life-threatening shuttle system failure.

    *All Spring Conference attendees are invited to attend!*

    Location: Crystal Room
    1:45 PM - 2:30 PM
    Total Eclipse VIEWING
    2:30 PM - 3:20 PM
    (1) Fundamentals of Alts

    This session will bring a note cast of industry veterans to identify aspects of alternative investments and pass on their knowledge. We will examine typical varieties of offering structures and the corresponding related potential benefits and risks associated with investments in alts. Examples of topics covered will be the investment process of sales, suitability and required disclosures. Panelists will identify how certain rules and regulations apply to the various types of offerings and why due diligence is an absolute critical part of the process to identify potential risks. Alternative investments cover a wide variety of industry sectors, including but not limited to real estate, energy, equipment and commercial debt. This session will also address some of the legal, tax and regulatory issues surrounding alt offerings with some of the best minds in the industry!

    Moderator: Greg Mausz, Skyway Capital Markets
    Participants: Sean Hickham, Caliber Funds; Louis Rogers, Capital Square; Brandi Van Loon, Renaissance Growth Partners

    Session coordinator: Greg Mausz, Skyway Capital Markets

    Location: Gold Room
    (2) The Reg BI Duty of Care: FINRA's Exam Expectations and Enforcement Cases

    This is a "not to miss" session for due diligence officers, compliance officers, and selling advisors that market alternative investments to retail clients. In this session, we'll address the two components of Regulation BI and we'll talk about FINRA's exam priorities and expectations concerning Reg BI as it relates to the sales of non-traded investments to retail clients. We will discuss past enforcement cases relating to Reg BI, as well as some facts and circumstances that weighed negatively for the broker-dealers in those cases. We will also discuss certain practices that FINRA broker-dealers can adopt in their efforts to comply with Reg BI from a rules/exam perspective.

    Moderator: Brad Updike, Mick Law
    Participants: John Grady, ABR Dynamic Funds; Miriam Lefkowitz, Miriam Lefkowitz LLC; Lori Patterson, Baker Donelson; Chris Kelly, Chiesa Shahinian Giantomasi

    Session coordinator: Brad Updike, Mick Law

    Location: International Ballroom
    (3) 721 Exchanges -- Full Cycle Considerations

    In this session we will explore considerations for selling syndicate members, retail advisers and investors when making an investment which has a direct or optional 721 path, including investor suitability and planning needs, benefits/flexibility for investors, importance of due diligence of the REIT prior to initial investment, pricing, drivers of conversion into the 721 transaction, what liquidity really means, debt considerations, tax protection agreements, and operational considerations with the 721 transaction.

    Moderator: Catherine Bowman, The Bowman Law Firm
    Presenters: Aaron Wessner, Cantor Fitzgerald; Brian Sanborn, NexPoint; Nati Kiferbaum, Inland Private Capital Corporation; Geoff Flahardy, ExchangeRight Real Estate

    Session coordinator: Catherine Bowman, The Bowman Law Firm

    Location: State Room
    3:30 PM - 4:20 PM
    (4) Real Assets, Real Estate, Still Real Returns: What Today's Real Estate Market Looks Like and How to Capitalize on it

    This year continues to show signs of being a buyer's market in commercial real estate. The fundamentals of real estate haven't changed, but what has changed? Hear from industry expert Joshua Harris, Managing Partner, Magnolia Hill Partners and Executive Director, Fordham University's Real Estate Institute, on the state of the CRE market, where the trends lie, how to capitalize on today's market and what to avoid.

    Moderator: Jade Miller, Bourne Financial Group
    Presenter: Joshua Harris, Executive Director, Fordham University's Real Estate Institute

    Session coordinator: Greg Mausz, Skyway Capital Markets

    Location: International Ballroom
    (5) Tech Solutions to Lessen the Pain of Alternative Investing

    RIAs have many hurdles to overcome when using alternatives as part of their business model. From compliance to performance measures, integrations and fees, there are many factors to consider when choosing and implementing the right product for your client. Join us to learn how to streamline the process beginning with research, making the investment, and finally maintaining the investment through its lifecycle.

    Moderator: Michelle Thomas, CNB Custody
    Participants: Mat Dellorso, SEI Investments; Brad West, Alternative Investment Exchange (AIX); Sean O'Toole, 1776ing; Brian King, LODAS Markets

    Session coordinator: Michelle Thomas, CNB Custody

    Location: Gold Room
    (6) Key Deal Terms

    Come hear what the key deal terms are in DSTs, private funds, and other alternative programs. Our panel sees all types of deals and will discuss what the trends are with respect to the key terms for each of these products. Discussion on what we may be seeing and what to avoid, if possible.

    Moderator: Thomas Voekler, Williams Mullen
    Participants: Ann Moore, International Assets Advisory; Russell Putnam, FactRight; Bryan Mick, Mick Law; Stephen Mark, Emerson Equity

    Session coordinator: Thomas Voekler, Williams Mullen

    Location: State Room
    4:30 PM - 4:45 PM
    Welcome Session

    Location: International Ballroom
    4:45 PM - 6:00 PM
    General Session I: Industry Updates

    Moderator: Joanna Venetch, Hana Solutions

    Economic Outlook for 2024: Gene Goldman, Cetera
    Stanger Report: Kevin Gannon, Robert A. Stanger & Co.
    Mountain Dell Report: Taylor Garrett, Mountain Dell Consulting
    Oil & Gas Update: Matthew Iak, U.S. Energy Development Corporation

    Location: International Ballroom
    6:00 PM - 7:00 PM
    Welcome Cocktail Reception
    Location: Exhibit Hall (Imperial Ballroom)
  • Tuesday, April 9
    8:00 AM - 9:00 AM
    Breakfast & Exhibition

    Location: Exhibit Hall (Imperial Ballroom)
    9:00 AM - 9:55 AM
    General Session II: Legislative & Regulatory Updates
    Of the utmost importance to all alts professionals, our panel of experts will cover the intersection of politics and regulatory policy, and discuss in broad detail the whats and the whys of the following legislative and regulatory rulemakings:

    • DOL Fiduciary and Independent Contractor Rules
    • SEC Rulemaking
      • Private Fund Adviser Rule
      • "Accredited Investor" Rule Change
      • Generative Artificial Intelligence Rules
    • NASAA Conduct Standards and Program Guidelines
    • Congressional Efforts to Expand the Definition of Accredited Investor

    John Grady
    , ABR Dynamic Funds; Catherine Bowman, The Bowman Law Firm; and Thomas Rosenfield, HillStaffer, will have a roundtable discussion with special guest Caitlin Reilly, a reporter with Congressional Quarterly Roll Call. 

    Location: International Ballroom
    10:00 AM - 10:50 AM
    (7) Real Estate Outlook: Challenges and Opportunities in a Changing Environment

    Join a group of real estate executives as they discuss recent developments in various real estate sectors, challenges encountered, and opportunity sets available and on the horizon. Key areas of focus will include navigating a higher interest rate environment, operational updates and lessons learned.

    Moderator: Jacob Heidkamp, FactRight
    Participants: Stephan Sakhai, Sovereign Partners; David Leavitt, ElmTree Funds; Keith Lampi, Inland Real Estate Investment Corporation; Aaron Wessner, Cantor Fitzgerald

    Session coordinator: Jacob Heidkamp, FactRight

    Location: International Ballroom
    (8) Cyber Breaches, Regulation and You: What's at Stake?

    You never think a cyber breach would happen to your company -- until it does. Cybersecurity poses a unique challenge at the intersection of technology, regulators, and a motivated adversary. This session will discuss the forces of all three, and what you can do to maintain your fiduciary responsibilities in cyberspace.

    Speaker: Mike Lefebvre, SEI Sphere

    Session coordinator: Mat Dellorso, WealthForge

    Location: Gold Room
    (9) Navigating Leverage and the Cost of Capital in Today's Markets

    With the Fed Funds rate at the highest level since 2001, atypical volatility in the 10-year treasury yield and declining bank lending, securing debt and estimating one's cost of debt capital is challenging. Meanwhile, with real estate values 21% below their March 2022 peak, the buying opportunity across many real estate property types appears lucrative. Hear from industry experts on how they are navigating this market amidst the challenges they face to capitalize on deals and provide returns.

    Moderator: Daniel Oschin, Shopoff Realty Investments
    Participant: Steve Case, Bourne Financial Group; Kevin Kennedy, Red Oak Capital Holdings; Tim Witt, Peachtree

    Session coordinator: Jade Miller, Bourne Financial Group

    Location: State Room
    11:00 AM - 11:50 AM
    (10) New Products in the Alts Marketplace -- 3 Issuers, 3 New Program

    Get a jump on what's coming down the pike. This session will introduce several new, differentiated products being brought into the retail and accredited investor space. The speakers will discuss their offerings, focusing on what makes them "new" and how they differ from existing offerings. Included in the lineup are funds that seed other funds but using a commitment letter approach, impact investing in Africa, and opportunity zone investing focused on mining.

    Moderator: John Grady, ABR Dynamic Funds
    New Products: R.J. Johnson, Tri-Land Equity Investor Fund; Jeff Shafer, Fortis Group Renewables Fund; Josh Phair, The Wyoming Reserve Opportunity Zone Fund

    Session coordinator: John Grady, ABR Dynamic Funds

    Location: International Ballroom
    (11) Restructuring DSTs

    Over the past two years, changes and disruptions in the real estate capital markets space, and the macroeconomic environment in general, have flipped the script on what market participants have come to expect as the typical life cycle of a Section 1031 syndicated DST. As a result, the realities of the changed market conditions have shone a light of the need for sponsors to more thoughtfully approach the end game, including being prepared to execute on an outcome that deviates from the initial plan. This panel will discuss various restructuring options that are available when the intended "sell the property for a big gain" outcome is not on the table, including kicking out to a "springing LLC;" modifying deal terms within the bounds of Rev. Rule. 2004-86 exceptions; open market UPREIT transactions, and dispositions of unsold interests to alternative structures.

    Moderator: Peter Matejcak, Baker & McKenzie
    Participant: Kristin Orlando, Inland Real Estate Corporation; Eric Paul, LaSalle Investment Management; Josh Hoffman, Bluerock

    Session coordinator: Dan Cullen, Baker & McKenzie

    Location: Gold Room
    (12) AI -- What's Coming

    AI has tremendous potential to enable financial services, as well as accelerate opportunity, access and impact.

    Speaker: Beth Ziesensis, YourNerdyBF

    Session coordinator: Mat Dellorso, SEI Investments

    Location: State Room
    12:00 PM - 1:15 PM
    Lunch & Committee Meetings
    Location: Exhibit Hall (Imperial Ballroom)

    Committee meetings TBA.

    1:15 PM - 2:05 PM
    (13) Navigating the Bridge: A Comprehensive Review from Multiple Perspectives

    Industry experts provide a thorough examination of the bridge capital landscape for DST offerings. The panelists will be doing a deep dive into the various aspects including structure, terms, length, and how the landscape has changed during this market cycle. The panelists provide a deep understanding on the intricacies of this capital structure, and will help industry participants know what to be looking for on current and future offerings.

    Moderator: Taylor Garrett, Orchard Securities
    Participants: Matt Leiter, Trilogy Real Estate Group; Karlton Kleis, Arete Wealth Management; Jacob Heidkamp, FactRight; John Leterra, Fairbridge Asset Management

    Session coordinator: Joe Laganza, Laganza Capital

    Location: State Room
    (14) The 4 Ws of the Corporate Transparency Act: What You Need to Know

    The Corporate Transparency Act (CTA) went into effect on January 1, 2024, and requires businesses to report certain details on individuals who are associated with that business. Failure to comply with the CTA may subject your business to criminal or civil penalties. With an interactive flair, learn whether your current business, funds or other entities must report, when they must report and what information is required to be included in those reports. Thinking about starting a new fund or other entity? Learn how the CTA could impact the formation of those new entities and the provisions that should be included in the formation documents for those entities in order to comply with the CTA.

    Facilitator: John Harrison, ADISA
    Presenter: Deborah Froling, Kutak Roc

    Session coordinator: Deborah Froling, Kutak Rock

    Location: Gold Room
    (15) Oil & Gas: Is It Really Different This Time?

    Delving into the evolving landscape of the oil and gas industry, industry experts explore cyclical changes. By examining key factors such as technological innovation, cost management, environmental concerns, and geopolitical dynamics, the presentation offers valuable insights inside the oil and gas market, as well as discussing innovative product offerings currently available in energy investing.

    Moderator: Michelle Galeski, Rep Driven Results
    Participants: Matt Iak, U.S. Energy Development Corporation; Shanna Keaveny, Texakoma; Woody Soemantoro, MDS Energy Development; Chad Willis, Renaissance Growth Partners

    Session coordinator: Joanna Venetch, Hana Solutions

    Location: International Ballroom
    2:10 PM - 3:00 PM
    (16) Challenges for RIAs When Using Alts

    RIAs face numerous challenges when incorporating alts into client portfolios, including valuation, custody and subscription issues. Join the panel for an in-depth discussion on how advisers can meet and overcome these challenges.

    Moderator: John Grady, ABR Dynamic Funds
    Presenters: Sylvia Kwan, Ellevest; Mat Dellorso, SEI Investments; Mark Lancaster, Great Lakes Fund Solutions; Nick Rosenthal, Griffin Capital Company

    Location: state Room
    (17) The Fundamentals of Non-Listed Preferred Stock

    In the 12 years since preferred stock was introduced to the independent broker-dealer channel, we have seen innovative structures and additional sponsors emerge. While the benefits and features of offerings vary from sponsor to sponsor, the potential to generate cash flow from an investment vehicle that offers liquidity has not. Join our panel of experts to explore the structure and potential benefits of non-listed preferred stock and gain an understanding of what to consider when comparing offerings, conducting due diligence, and evaluating for investor suitability.

    Moderator: David Sengstock, Mick Law
    Participants: Ben Hilgers, Ashford Securities; Eric Graber, Preferred Capital Securities; David Pittman, Cottonwood

    Session coordinator: Heidi Wheatley, Keystone National Properties

    Location: Gold Room
    (18) The New Age of Real Estate: Does Renting Make More Sense?

    This panel of real estate experts will discuss increasing popularity of renting versus home ownership. As interest rates and housing prices increase, the barrier to entry to homeownership is increasingly more difficult. Millennials and Gen Z are now waiting to buy, if they buy at all. We will explore the home rental multifamily topic from all angles, including urban to suburban markets, as well as traditional multifamily to single-family rentals.

    Moderator: Gavin Macphil, Opencasa
    Participants: Alex Samoylovich, CEDARSt Companies; Dominic Vaccaro, Burlington Capital; Adam Larson, Cottonwood

    Session coordinator: Carolyn Sumner, CEDARst Companies

    Location: International Ballroom
    3:00 PM - 4:00 PM
    Networking Break
    Location: Exhibit Hall (Imperial Ballroom)
    4:10 PM - 5:15 PM
    General Session III: Reg D Issues/506(b) vs. 506(c)

    Presenters: Tom Voekler, Williams Mullen; Darryl Steinhause, DLA Piper

    Location: International Ballroom
    5:15 PM - 6:30 PM
    Cocktail Reception
    Location: Exhibit Hall (Imperial Ballroom)
  • Wednesday, April 10
    7:30 AM - 9:00 AM
    Breakfast & Exhibition

    Location: Exhibit Hall (Imperial Ballroom)
    9:00 AM - 10:00 AM
    General Session IV: The M&A Wave: Insights into Realities and How to Capitalize on Them

    Speaker: Jeff Nash, Bridgemark Strategies

    Location: International Ballroom
    10:10 AM - 11:00 AM
    (19) Credit Market Outlook and Opportunities in an Evolving Market

    Join our group of panelists as they explore key developments in credit markets. Topics will include how borrowers and lenders are navigating through a higher interest rate environment, the expansion of private credit, default trends and areas of opportunity in the market.

    Moderator: Peter MagnusonOsaic
    Participants: Jonathan Cohen, Oxford Funds; Sam Jolly, Prospect Capital; Robert Behan, Calamos Investment 

    Session coordinator: Joanna Venetch, Hana Solutions

    Location: State Room
    (20) Personal Technology: Using the Latest IT Tools and Features to Save Time and Effort

    Back by popular demand, your Nerdy Best Friend unravels what is going on in Artificial Intelligence, the latest apps and what you need to know to keep moving forward without getting swept up with what will not be more productive.

    Speaker: Beth Ziesensis, YourNerdyBF

    Session coordinator: John Harrison, ADISA

    Location: Gold Room
    (21) RIA Peer-to-Peer

    Moderator: Sean O'Toole, 1776 Wealth
    Participants: Fred Baerenz, AOG Wealth Management; Dean Zayed, Brookstone Capital Management

    Session coordinator: Rajeev Kotyan, Innovative Advisory Group

    Location: International Ballroom
    11:10 AM - 12:00 PM
    (22) RIA Council

    Discussions on (1) Rulemaking for RIAs; (2) RIA products (is it important); and (3) other topics specific to RIAs.

    Facilitator: Rajeev Kotyan, Innovative Advisory Group

    Location: International Ballroom
    (23) Broker-Dealer Advisory Council

    This BDAC session features Gaby Aguero from FINRA in a moderated Q&A session.

    Moderator: Catherine Bowman, The Bowman Law Firm
    Speaker: Gabriela Aguero, FINRA

    Location: Gold Room

Committee Meetings

Committee Meetings

Tuesday, April 9

8:00-8:30 am
Education Committee Meeting
Designated table at breakfast

8:30-9:00 am
Impact Investing Committee Meeting
Designated table at breakfast

Diversity & Next Generation Committee Meeting
Designated table at breakfast

12:00-12:30 pm
Legislative & Regulatory Committee Meeting
Gold Room

Wednesday, April 10

Conference Planning Committee Meeting
Designated table at breakfast

Attending Companies

Attending Companies

As of 4/7/2024

*Indicates exhibiting company

Please note: There are several "companies" who are attempting to sell ADISA 2024 Spring Conference attendee lists, as well as past ADISA Conference attendee lists. These companies are strictly scams; ADISA only permits Platinum exhibitors access to the full attendee lists.



ABR Dynamic Funds

Alliance 160

Alternative Investment Exchange (AIX)


B10 Capital

Baker Donelson

Baker & McKenzie LLP

Bergstrom Capital Advisors, Inc.

Bridgemark Strategies

Buttonwood Due Diligence

CGI+ Real Estate Investments

*CNB Custody

Colliers Securities

CommonGood Capital


Concept Capital Markets

CQ Roll Call



*Directed Trust Company

*DLA Piper


Equity Markets Group

Equity Shift, Inc.

Factright, LLC


GC Enterprises

Gladstone Companies


*Great Lakes Fund Solutions

Green Vista Capital

Hana Solutions



JTC Group

Kutak Rock

Lakemont Group

Life Science X

LODAS Markets

*Madison Capital Group


McQuade Johnson

Mesirow Realty Bridge Equity

MGL Consulting

Mick Law PC, LLO

Morris Manning & Martin LLP

Nelson Mullins

North Capital Private Securities

NuView Trust

Opal Group

Orchard Securities - MBD


Patrick Capital Markets

Peak Capital Solutions

Pender Capital

*Phoenix American

*Preferred Capital Securities

Realta Capital Markets

Robert A. Stanger & Co.

*Securities Transfer Corporation

SEI Global Services

SEI Investments

Seyfarth Shaw

Skyway Capital Markets, LLC

Sorensen Entity Services

Spotlight Marketing Communications

SS&C Technologies

Storage Units Income Fund II

Tarkenton Financial

*The Bowman Law Firm LLC

The Walters Institute


VENTURE.co Holdings

Vistia Capital

Wealth Management

*Williams Mullens




Broker-Dealers, RIAs, Family Offices, Registered Reps

1776 Wealth LLC

AAG Capital, Inc.

Accretive Wealth Management

Advanced Investments

Advisors On Call LLC

Alexander Capital

Alexander Legacy Private Wealth Management

American Trust Investment Services

Anchor Financial Group

Andalusian Wealth Management

Angel Rock Advisors

AOG Wealth Management

Arete Wealth Management

Arkadios Capital


Athens Impact Socially Responsible Investments

Aurora Securities

Ausdal Financial Partners

Avantax Investment Services, Inc.

Avantax Wealth Management

Bardi Co.

Bellevue Asset Management


Berthel Fisher & Co.

Bluebird Advisory

Bourbon Financial Managment

Broadstreet Global Advisors

Brookstone Capital Management

Cabin Securities

Cabot Lodge Securities

Calton & Associates Inc

Capital Innovations, LLC

Cetera Financial Group

Chauner Securities Inc

Colorado Financial Service Corporation

Concorde Asset Management

Concorde Investment Services


Corporate Investments Group

Crawford 1031 Advisors

Crescent Securities Group Inc

DAI Securities, LLC

Dempsey Lord Smith, LLC

DFPG Investments


Elmcore Securities

Emerson Equity LLC

Equifinancial LLC

Equity Armor Investments

First Trust Portfolios

FNEX Capital

Fortitude Investment Group

FourStar Wealth Advisors

Global Wealth Managment, LLC

Golden Eagle Securities Inc

Great Point Capital

Harris Investment Advisors

Herbert J. Sims & Co.

Heriot-Guilds Private Capital & Investments, LLC

Highlander Wealth Services, LLC

High Speed Alliance

Hughes Wealth Management, Inc.

IBN Financial Services, Inc.

IDB Capital Corp

Independent Financial Group

Infinity Financial Services

Innovative Advisory Group, LLC

Insight Investment Advisers LLC

International Assets Advisory, LLC

Investment Planners, Inc.

Landolt Securities

Lehner Shope Wealth Group

LightPath Capital, Inc.

Lincoln Financial Securities Corporation

Lovell Wealth Management

LPL Financial

Madison Avenue Securities

Magnolia Hill Partners

McDermott Investment Services

Metric Financial

MIT Associates

Moloney Securities Asset Management LLC

Money Concepts Capital Corp.

Ni Advisors, Inc.

Noble & Richards

Nova Capital Solutions, LLC

Paul M. Wendee & Associates, LLC

Personal Wealth Management

Peter Blum

PF Advisors

Purshe Kaplan Sterling Investments

Qubera Wealth Management Inc

RCM Investments

RCM Securities

Realized Financial

Realta Equities


Revolution Capital

Rudwall Wealth Management

Saxony Securities, Inc.

Sowell Management

Springlake Partners

ST Global Markets USA

S.W.A.N. Virtual Family Office

TCFG Wealth Management

Thaynes Capital

The Family Wealth Consultants, Inc

The Foundation Investment Group

The Strategic Financial Alliance

TS Financial

US Capital Investment Management

Vestech Securities

Vistia Capital

WealthForge Securities, LLC

Wealthhouse Advisors

Wealth Personal

Wedbush Morgan Securities



7e Investments

*AEI Capital Corporation

AmeriCan Multifamily Alliance Group

ARCTRUST Private Capital

Arden Group

Ashcroft Capital


*Baker Tilly



*Bourne Financial Group, LLC.

Bridge Investment Group

*Bridgeview Real Estate

Burlington Capital

*CAI Investments

Calamos Investments

*Caliber Companies

Cantor Fitzgerald

*Capital Square

Carter Funds, LLC

CEDARst Companies

CIM Group

CNL Securities Corp.

COARE Communities

Concept Capital Markets

*Core Pacific Advisors


*Cove Capital Investments

Crew Enterprises

Croatan Investments

*DLP Capital

Eagle Point Credit Management

*ElmTree Funds, LLC

EPIC Economies


*ExchangeRight Real Estate

Fairbridge Asset Management

*FG Communities

Four Springs TEN31Xchange

Griffin Capital Company

*Hamilton Point Investments LLC

*Hines Private Wealth Solutions


*Inland Real Estate Corp.

Invesco US

JLL Exchange

KNPRE 1031

Lateral Investment Management LLC

Lazard Asset Management

*Legendary Capital

Legion Capital Corporation

Longview Secure Fund

MacKenzie Capital Management

Marquee Capital

*MCI Megatel Capital Investment

MDS Energy Development, An MDS Family Office Company

*Mewbourne Oil Company

*Montego Minerals

*Moody National Companies

Mountain V Oil & Gas Inc.

NAI Legacy

*Net Lease Capital


Nova Haus

*Olympus Property



*Oxford Funds

Pacific Oak

*Passco Companies LLC

*Peachtree Group

Pomona Capital


Red Oak Capital Holdings

Renaissance Growth Partners

Resource Royalty

SAFHarbor Fund

Sandy Bay Partners

*Shopoff Realty Investments

Southwestern Advisory Group

*Southwestern Asset Management

*Sovereign Partners

*Starboard Realty Advisors LLC

*Storage Units Income Fund II, LLC


Tax Credit Marketplace

Texakoma Resources LLC

*The True Life Companies

The Wyoming Reserve

Time Equities

Tri-Land Properties, Inc.

*Trilogy Real Estate Group

*Triton Pacific Capital Partners

Ultimus Fund Solutions

Urban Catalyst

*U.S. Energy Development Corporation

US Realty Advisors, LLC

Vinovest Capital Marketplace

Waveland Energy

White River Private Capital




As of 3/11/2024





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 Olympus Property

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 Starboard - New Logo - 2.2018


 Moody-National-Companies (1) 
 NexPoint Only Logo-Blue




CNB logo HORIZ  

 Madison Capital Group 



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