Dimensional 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, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading while balancing tradeoffs that can impact returns. Dimensional is headquartered in Austin, Texas, and has 14 global offices across North America, Europe, and Asia.

Jackson Doggett
jackson.doggett@dimensional.com

Platinum Partners

Care managers help families navigate the long-term care system by providing guidance and support. Our team of social workers, nurses, and gerontologists can assist professionals working with older adults who are planning for aging so that they can make informed decisions as aging consumers.

Jennifer Szakaly
jennifer@caregivingcorner.com

Nationwide Advisory has created an industry leading fee-based insurance chassis. Our Advisory Life solution enables fee-based advisors to efficiently gather non-qualified assets that improve client satisfaction and retention.

Victor Yates
yatesv1@nationwide.com

Osterweis Capital Management has been helping individuals, families, endowments, and institutions achieve their financial goals since 1983. We believe the best way to protect and grow capital is through the active management of high conviction, flexible portfolios of undervalued stocks and bonds. We value original thinking, discipline, honesty, integrity and excellence.

Tyler Voss
tyler.voss@osterweis.com

Since 1931, we have taken a long-term approach that’s consistent with the long-term goals of our investors. We offer our funds through financial professionals because we believe in the value of professional advice. Today, we're one of the world's largest investment management organizations, managing $2.2 trillion.

Shane Chareonchump
shane.chareonchump@assetmark.com

Axos Advisor Services provides solutions to help RIAs stay ahead of their evolving needs. Our integrated custodial, technology, and cash management solutions enable you to offer a wider range of services. You deserve a partner who understands your business needs and will get to know your goals. We will stand beside you with personalized service and advocate for your success. We’re not just a custodian. We’re custody evolved. To learn more, visit axosadvisorservices.com. Securities products are offered by Axos Clearing LLC, Member FINRA & SIPC.

Jason Desiderato
jason.desiderato@axosadvisorservices.com

CNL offers a unique private equity strategy that can serve as a
non-correlated, low-volatility sleeve idea.

Evan Harbot
evan.harbot@cnl.com

Gina LaRosa
glarosa@mutualmortgage.com 

Heather Longlais
heather.longlais@thriventfunds.com

TowneBank started in 1999, based on the idea of strong relationships, excellent service, and the most respected and experienced bankers in each market we serve. Building on the idea of serving others and enriching lives, we now provide a full range of banking and other financial services. Dedicated to a culture of caring, we value each employee and member by embracing their diverse talents, perspectives, and experiences.

Stephen Heeseman
stephen.heeseman@townebank.net