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Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management solutions, supporting approximately 11,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to build thriving businesses and fulfill their clients’ dreams. Visit www.osaic.com to learn more.
Park Avenue Securities is The Guardian Life Insurance Company of America’s broker-dealer and corporate Registered Investment Advisor, offering clients an expanded suite of products and solutions to help them achieve well-being. With more than 2,400 registered financial advisors, the firm’s Assets Under Management surpassed $58 billion as of year-end 2024.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.
Through local leadership and centers of excellence, Prudential Advisors supports the growth and success of the businesses of more than 2,700 financial professionals, fee-based financial planners and financial advisors across the country. This enables financial professionals to deliver holistic financial advice and solutions by aligning client needs with industry-leading resources and expertise across investments, risk management and lifetime income.
Apriem Advisors is an advisory firm dedicated to multigenerational wealth management, offering a range of services including retirement planning, investment strategies, estate and financial planning, and charitable services. We prioritize exceptional client service by maintaining a low staff-to-client ratio, ensuring that every client is treated with the care and attention of family.
Calamos Investments is a diversified global investment firm offering innovative investment strategies, including alternatives, multi-asset, convertible, fixed income, private credit, equity, and sustainable equity. With more than $37.1 billion in AUM, including more than $16.1 billion in liquid alternatives as of March 31, 2024, the firm offers strategies through ETFs, separately managed portfolios, mutual funds, closed-end funds, interval funds, and UCITS funds. Clients include financial advisors, wealth management platforms, pension funds & endowments, foundations, and individuals, globally. Headquartered in the Chicago metropolitan area, the firm also has offices in New York, San Francisco, Milwaukee, Portland (Oregon), and the Miami area. For more information, visit us on LinkedIn, on Twitter (@Calamos), on Instagram (@calamos_investments), or at www.calamos.com
Manhattan Motorcars Inc. is an award-winning New and Pre-Owned Authorized Retailer for Porsche, Rolls-Royce, Bentley, Lamborghini, Koenigsegg, Bugatti, Rimac, Karma, & Lotus located in New York City, since 1995. Our certified Brand Ambassadors are dedicated to the highest level of sales, service, and customer experience.
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