Thank You to our Sponsors
The 2025 South Region Symposium wouldn’t be possible without the generous support of our sponsors. Their contributions help make this event a premier experience for all attendees, bringing innovative solutions, valuable insights, and essential resources to the table.
Platinum Sponsor
Heifer Foundation offers complimentary resources for prospective donors and planning professionals, including charitable giving strategies, sample language for wills and codicils, and information regarding donor-advised funds. Our nonprofit mission is to raise and oversee financial assets to support the work of Heifer International, which works with smallholder farmers – especially women farmers – in over 20 countries around the world to improve their families’ food security and increase their incomes by offering tools, training and resources.
Networking Reception and Dinner Sponsor
Greenwood Star Holdings, LLC, founded in 2013 by Lisa Li and Dawson Lee, is a vertically integrated real estate firm based in Atlanta, Georgia. Specializing in multifamily properties, Greenwood Star and affiliated companies have acquired and managed, over 37 properties with 7,500+ units valued over $700 million across the Southern U.S. Currently, the company owns and manages 8 properties with 2,163 units, valued at more than $500 million, and has completed 29 full-cycle multifamily transactions.
Silver Sponsors
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 December 31, 2023, Dimensional and its affiliates manage $677 billion in USD for investors worldwide.
Homrich Berg Wealth Management
HB Wealth Management (HB) is one of the 2024 50 largest registered investment adviser (RIA) firms* in the country based on assets under management and a 2024 top 10 fee-only RIA leader. HB was a pioneer when we founded our firm in 1989 with a focus on serving clients with a fee-only fiduciary comprehensive wealth management approach. We have grown to serve over 3,700 families in 48 states from our headquarters in Atlanta, along with our nine other offices in the Southeast plus, and we have more than 200 employees. Throughout our 35 years, we have kept our core values constant and kept our focus on our clients.
Ryan Insurance Strategy Consultants / A Gallagher Company
Ryan Insurance Strategy Consultants (RISC) specializes in the advisement and implementation of the highest quality group insurance products available to NAPFA members. Licensed to conduct business in all 50 states, our individual insurance division provides life, disability and long term care policy analysis for financial advisors and their clients. Now a Gallagher Company, RISC’s reach has expanded to provide additional solutions to advisors, including E&O, cyber and much more.