Silver Level

Avantis Investors is a $38bn unit within American Century Investments. Our mission is to help advisors help their clients through low cost, diversified, tax efficient strategies that combine the benefits of indexing with the potential for outperformance. Through American Century Investments' unique ownership structure, 40% of profits are directed to The Stowers Institute for Medical Research. Since 2000, payments have exceeded $2 billion supporting research that can improve human health and save lives.

Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies. As of March 31, 2023, Dimensional and its affiliates manage $614 billion in USD for investors worldwide.

Greenwood Star Holdings, LLC (“Greenwood Star”) is a vertically integrated real estate company specializing in the acquisition, management, and disposition of multifamily properties. Founded in 2013 by Lisa Li and Dawson Lee and headquartered in Atlanta, Georgia, Greenwood Star, and its affiliated companies have owned and managed more than 37 multifamily properties with over 7,500 apartment units valued in excess of $700 million across the Southern United States. Greenwood Star currently has completed 29 full-cycle multifamily transactions and owns and manages eight multifamily properties with 2,163 units valued at more than $300 million.

Heifer Foundation’s mission is to raise and oversee financial assets to support the work of Heifer International. Heifer Foundation manages an endowment to provide ongoing financial support for Heifer International’s work in 21 countries around the globe. The Foundation’s endowment is built through charitable gifts such as funds from bequests, trusts and annuities. These gifts are invested, and the investment earnings provide annual support for Heifer’s programmatic use.

We understand that no two clients are the same; therefore, their financial plans, and the way you help them decide how to approach inherent risks to investing in markets, will also be different. Through preservation of principal, growth potential, or guarantees to help provide income and legacy, Jackson®️ offers annuities specifically designed for fee-based financial professionals, with no commissions or withdrawal charges.

NFP Private Client Group specializes in securing custom tailored comprehensive insurance programs for affluent families. From homeowner, auto, valuable articles and umbrella insurance to yacht and aviation, NFP can handle it all. Our markets include Chubb, PURE, Berkley One and Cincinnati Private Client group. NFP is a leading property and casualty broker. We enable client success through specialized expertise, innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions across the globe.

T2 is a specialized Real Estate Investment Firm with a 13 year track-record and has deployed over $2B across CRE debt/equity since inception. T2 runs a GP fund focused on Multi-Family and Student Housing and a bridge-lending fund that provides short-term loans to CRE borrowers. T2 has over 1200 LPs and works with RIAs to provide differentiated investment solutions to their clients while helping them grow net new households and net acquired assets.

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Silver Level