Life Vest Advisors

Life Vest Advisors knows that responsible investors know that to make good financial decisions, it is imperative to be armed with the right information. Life Vest Advisors helps you by making your money work for you. Life Vest Advisors knows that responsible investors know that to make good financial decisions, it is imperative to be armed with the right information. Life Vest Advisors helps you by making your money work for you.

Data Monkey Technologies

Data Monkey Technologies, Inc. is making the fund administration world a better place one process at a time. PortLogic is the industry's first true end-to-end solution for automation, unification, and control of all your financial reporting processes.

Early Warning®

Early Warning Services, LLC, a financial services technology leader, has been empowering and protecting consumers, small businesses, and the U.S. financial services ecosystem with cutting-edge risk, fraud and payment solutions for more than three decades. Through our network intelligence and partnerships with more than 2,500 bank and credit union brands, we increase access to financial services and products, and protect financial transactions. We are the company behind Zelle® and the Paze℠ online checkout solution.

Gencor Mortgage, Inc.

Finally...A boutique lending experience designed specifically for you. Not impressed by those large, impersonal mortgage companies? Neither are we. Why Gencor Mortgage? Simple. We are a full-service mortgage banker whose advantage comes from our ability to control the entire process. With in-house processing, underwriting and funding, we handle the entire loan process from start-to-finish in our offices, with our people. Gencor is unique in our ability to offer all the mortgage products and financial advice you would expect from a larger lender, but with the personal attention you appreciate from a more nimble, relationship-focused company. From first time homebuyers to mortgage refinancing, second home, and investment properties, we believe that lending is more than just processing loans. It’s creating a relationship where a positive experience, as well as structuring a loan that is tailored to your circumstances and goals, is achieved. Let us 8130 East Cactus Road, Suite 500, Scottsdale, AZ 85260 Licensed In: AZ | CA | CO | NM | FL NMLS# 478688 | License# AZBK 0918451 | CA# 4131227 | NM NMLS# 142084 | FL MLD1005 Licensed by the California Dept. of Business Oversight under the California Residential Mortgage Lending Act (CRMLA) - All loans subject to full underwriting approval and satisfactory appraisal. Program subject to change without notice. Equal Housing Lender

United Planners Financial Services

United Planners is a national wealth management firm that provides financial planning, investment management, and insurance services. Established in 1987, United Planners is proud of its true independence and its "Adamantly Not For Sale" stance because it is 100% owned by its employees and financial professionals. United Planners provides back-office support to independent financial professionals, who then help investors manage their wealth to achieve their goals & objectives. United Planners is uniquely structured as a limited partnership that offers ownership opportunities and profit sharing to its employees and financial professionals. We embrace a culture, passion, and strategy that caters to the fiercely independent financial services community. United Planners is an open-architecture model that offers flexible, efficient, and scalable solutions to position its financial professionals to build and manage successful businesses. Learn more about United Planners at www.UnitedPlanners.com or 800-966-8737, Option 3. United Planners is a Registered Investment Advisor with the Securities & Exchange Commission (SEC) / Registered Broker-Dealer with the Financial Industry Regulatory Authority (FINRA) / SIPC Member.