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.

Logan Newman
logan.newman@dimensional.com

Platinum Partners

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

Founded in 1975, Vanguard is one of the world's most respected investment management companies. The firm offers investments; advice and retirement services; and insights to individuals, institutions, and financial professionals. Based in Malvern, Pennsylvania, Vanguard has offices worldwide and manages more than $9.5 trillion* on behalf of more than 50 million clients*. Vanguard operates under a unique, investor-owned** structure and adheres to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Chad Gustus
chad_gustus@vanguard.com

For registered investment advisers (RIAs), the importance of risk management hasn't changed, but the solutions now available to them have. We offer modernized, fee-based annuity solutions from Allianz Life Insurance Company of North America (Allianz) as a risk management strategy that could benefit both your firm and your clients today.

Alan Mijes
alan.Mijes@allianzlife.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

Since 1931, Capital Group, the home of American Funds, has been dedicated to improving people's lives through successful investing. Our commitment to that mission has fostered lasting relationships with investors and financial intermediaries built on trust, integrity, excellent service and investment results. We provide our clients with investment products, risk management solutions and advisory services. Backed by extensive global research, we are relentless in our pursuit of excellence.​

Wayne Ewan
wayne.ewan@capgroup.com

Hines Private Wealth Solutions LLC, member FINRA/SIPC, is the broker-dealer affiliate of Hines, a privately owned global real estate investment, development and management firm. Founded in 1957, Hines has built a reputation as one of the world’s leading commercial real estate firms, with a presence in 31 countries as of June 30, 2024.

Angela Puelo
angela.puelo@hines.com

Founded in 1987, MLG Capital is a private real estate investment firm with over 37 years of experience and approximately $7.94 billion in market value, encompassing over 44,000 multifamily units and 50.7 million square feet of commercial real estate . MLG Capital offers a range of investment structures tailored to meet diverse investor needs - The Private Funds series aims or asset and geographic diversification, utilizing a dual-sourcing strategy that combines joint ventures and direct acquisitions. The Legacy Fund provides a tax-deferred solution for owners of appreciated real estate, allowing them to contribute property in exchange for fund units. Additionally, MLG Capital offers managed accounts and 1031 exchange services, all designed with a focus on tax efficiency and long-term appreciation.

Brett Tracy
btracy@mlgcapital.com