Corporate Sponsors

AFLAC

 

AFLAC logo

AFLAC offers programs that assist families in need when accident or illnesses occur. Benefits are directly paid to policyholder to use for out of pocket medical and non-medical costs. Coverage's inlcude disability, accident and sickness plans as well as critical illness programs for cancer and heart attack patients.

Contact: John Mongtomery
317.829.3923 ext. 63

 


American Funds

American Funds

American Funds' history goes back to the 1931 founding of the investment management firm. There are 33 American Funds that cover the spectrum of investment objectives, as well as a series of retirement target date funds. We are distinguished by a time-tested investment approach in which we seek to provide consistent long-term investment results for our mutual fund shareholders. 

Contact: Jason Weybrecht
888.421.0179

 


(The) Archer Funds

 

Archer Funds logo_jpg

 

The Archer Funds is a locally owned and managed family of no-load mutual funds.  The portfolio managers employ a disciplined, research driven investment process and maintain significant ownership interests in all three funds.

Contact: Steve Demas
317.581.5664

Contact: John Rosebrough
317.581.5664

Contact: Troy Patton
317.581.1776

 


Ash Brokerage

Ash Brokerage small

 

Ash Brokerage is a full service, nationwide insurance brokerage agency.

Contact: Steve Sangeorzan

Contact: Jeff Hess
866.876.9869

 


Barnes and Thornburg

 

Barnes & Thornburg New logo

 

Barnes and Thornburg LLP's tax lawyers represent individuals in their estate-tax planning whether the estate is modestly sized or involves a high-net worth executive or business owner. Our estate planners involve lawyers from other departments and practice groups, as required, to meet the clients needs. The firms large compliment of estate planners across our seven offices gives us the resources to handle transactions on an expediate basis.

Contact: Larry Lawhead
317.231.7262

 


Camelot Portfolios, LLC

Camelot logo

Camelot Portfolios, LLC is a group of Advisor Solutions Companies, built by advisors, for advisors. Located in Maumee, Ohio, Camelot Portfolios partners with a select group of Investment Professionals to offer investment solutions to help meet client outcomes.  A partnership approach allows our team comprised of multiple CFAs, CFPs, Estate Planning Attorneys and other professionals to focus on investment management so that the advisor can deliver excellence to their clients.  The three Advisor Solutions Companies are:


Camelot Portfolios - Today’s environment requires Advisors to have a team of specialists to support their clients at the highest level.  Camelot Portfolios provides Investment Management, Wealth Planning and Consulting services, providing our advisors a single point of contact for support and solutions.  This allows our Advisors the ability to focus on their client relationships, knowing they have the technical expertise to get the job done.

Camelot Advisors - Everyone needs a solid foundation.  Camelot Advisors was created to provide RIA infrastructure for advisors who want to spend their time focused on their clients rather than managing infrastructure.  We offer competitive Succession and Continuation agreements for all of our advisors, providing certainty your clients will be taken care of should something happen to them.

Camelot Funds - Camelot Funds was born out of the belief that high level strategies should be accessible to small account sizes.  We utilize the same investment philosophy inside mutual funds to provide greater access to our investment management.

CAM A013

Contact: Laura Noble

Contact: Stephen Hanley

(419) 794-0538

 


Charles Schwab Advisor Services

 

Click here to learn more about Charles Schwab Advisor Services

Since 1987, Schwab has supported independent investment advisors by offering support and services to help advisors grow their businesses and help their clients reach their financial goals.  As of June 30, 2012, client assets custodied with Schwab Advisor Services stood at $727.6 billion.  These assets, managed by nearly 7,000 independent advisor firms Schwab currently serves, represent approximately one-third of total client assets custodied with The Charles Schwab Corporation.  Schwab Advisor Services (formerly Schwab Institutional) is a business segment of The Charles Schwab Corporation and is a leading provider of custodial, operational and trading support for independent investment advisors.

Contact: Timothy Ponstingle
513-361-8603

 


 

Fred Alger & Company

Alger Logo small

 

Fred Alger & Company is a globally recognized pioneer of growth-style investment management. Since our founding in 1964, we have been an independent company with a singular vision of investing in Positive Dynamic Change. We have remained steadfast to our philosophy and proprietary, bottom-up, fundamental research process, which we believe is the blueprint for our long-standing success.

We rely on our talented research professionals to execute our investment process with utmost discipline and precision. Thus, aiming to build the best research team possible is supremely important to us. We seek a mix of newcomers, from those who arrive as blank slates to seasoned experts and previous practitioners, each with a passion for investing. By combining internally developed talent with experienced industry or sector experts, our team is designed to be a well-rounded and dynamic research engine. It is our research that has made Alger one of the most influential firms on Wall Street.

For the past 49 years, research has been the cornerstone of our investment process and investment management has been our only business. Going forward, we will continue to remain true to our investment beliefs and aim for superior long-term investment results for our clients.

Contact: Peter Moore
224.234.1196

 


 

Jackson National Life Insurance


GI - Jackson National logo (JPEG)

Jackson National Life Insurance Company® offers an array of products designed to help you plan for your retirement and protect your loved ones. We maintain a firm commitment to corporate integrity, superior products, and outstanding service. Whatever your financial goals, we're here to help you pursue them.

                         Jackson™....Bold in Vision. Built on Tradition. Powered by Innovation

Contact: Tim Hays
317.417.6924


Law Office of Gerald L. Cowan

Jerry Cowan Logo Med

Jerry Cowan has distinguished himself in the practice of law by providing the highest quality of advice and guidance which is achieved with aggressiveness and uncompromising Christian principles.

Jerry is listed in The Best Lawyers in America and is a Fellow of The American College of Trust and Estate Counsel.

Fees are discussed and agreed upon in advance. Jerry strives to team with like-minded professionals complimenting their efforts to serve the client effectively.

Contact:  Jerry Cowan
317.459.5100




PIMCO

PIMCO logo small

Contact: David Morrison
317.607.4325

 


 

Randall Law Offices, P.C.

 

Randall Law Office Logo

 

We are a pioneering firm focused exclusively on the areas of estate planning law (handling our financial assets) and Wealth Reception Planning™ (which addresses the non-financial element of our wealth). Dedicated to "Changing the Way America Plans (for the better!)" we developed and pursue a Three Step Strategy™ to create estate plans that work for our clients and their loved ones. Through our LifeSpan Legal Service Program™ we provide (1) extensive and personalized education and counselling, (2) formal continuing maintenance and education services and (3) fixed fee settlement services that ensure efficiency in the transfer of your assets and effectiveness in the transfer of your accumulated lifetime of wisdom to your beneficiaries.

Our motto is "An Unreasonable Commitment to CoCreating Estate Plans That Work."

Our creed is "Plans That Work. People Who Care."

Contact: Rick Randall
317-803-4180


Shelton Financial Group

SFG Logo

SFG Asset Management was created by advisors for advisors.  Our suite of actively managed models provides advisors the ability to help their clients confidently build and execute their investment plan.  Advisors focus on Finding, Getting & Keeping quality clients by providing them excellent Personal Financial Planning rather focusing on the market and making investment choices.  Our proprietary model building process is built on Discipline, Transparency, & Trust and is presented in a way that resonates with investors.  Our mission is to Research, Design, Implement and Monitor Active Asset Management Models.  This allows advisors the freedom to focus on their clients and their business.

Contact: Dan Easley
260-436-7006

 


 

SunAmerica

SunAmerica Logo (S)

 

SunAmerica Retirement Markets has been a true pioneer in the retirement savings industry with roots dating back to 1890. Today, SunAmerica maintains an exclusive focus on meeting the lifetime income needs of Americans, and continues to be an innovator in developing guaranteed retirement income solutions. Consistently recognized for service quality by DALBAR, SunAmerica was awarded the Annuity Service Excellence Award for the fifth year in a row, the #1 ranking for Client Quarterly Statements for the tenth consecutive year, and top rankings for both its Financial Professional and Consumer websites.

Contact: Ryan Tapak
317.448.8575

 


TIAA-CREF

Contact: Lori Hokeness
312.345.5676

Contact: Carl Campbell
415.404.8199


Transamerica Mutual Funds

Transamerica

 

 

Contact: Brad Gibson, CRC
317.402.0209

 

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