| Association of Financial Planning Professionals (AFPP): Provides an independent voice for financial planning professionals to educate and organize themselves. |
| CFO Advisors Wunsch & Basile: Offers financial consulting and strategic business planning with expertise in venture capital fund raising, mergers and acquisitions and pre-IPO transactions. |
| Dimensional Fund Advisors Inc.: Applies academic research to the practical world of investing. |
| Equinox Financial Group: Provides wealth management, risk management, insurance and advisory planning services. |
| Financial Planning Interactive: A hub for financial planners and investment advisers to interact. |
| FinPlan.com: Financial information center offering articles, free software, and professional tips and advice on financial planning related matters. |
| Gabriel, Roeder, Smith & Company: Provides comprehensive actuarial and benefit consulting services to over 500 public and private clients across the USA, including retirement systems, employers, attorneys, and accountants. |
| Michael Graham - LaSalle St. Securities, LLC: Offers investing, financial, and insurance planning services. Assistance with stock and bond markets, options, and mutual fund transactions in brokerage and 401k accounts. |
| World Outlook Financial Conference: Finance and investment conference where analysts share advice on investing and future market trends. Annual. |