Stirlingshire

Stirlingshire's mission is to structurally change the Full-Service Broker-Dealer model to be Better for Clients, Better for Advisors.

Northstar Financial Planning

Northstar Financial Planning is a Fee-Only Wealth Management and Financial Life Planning firm helping clients to align their finances with their goals and values. Our experienced advisors hold several distinctive certifications to deliver comprehensive strategic planning to every situation. Specially trained in financial transition planning, we are uniquely qualified to help navigate finances during major life transitions—such as loss of a spouse, divorce, retirement, inheritance, business sale and financial windfalls—in a supportive, comfortable environment. As an independent Registered Investment Advisory firm, our success comes from acting as your fiduciary to help you achieve financial well-being while honoring your vision of financial success. While we specialize in working with women in transition due to death of a spouse or a divorce, we are also dedicated to serving people who are experiencing other life-changing events such as retirement, change of employment, and business succession. Typically, this means people who, as a result of change, face significant financial decisions at a delicate time in their lives and want professional assistance. Our expert advice and personalized service enriches the lives of our clients by helping them identify and achieve their financial and life goals.

Citi

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have over 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities. For information on Citi’s commitment to privacy, visit on.citi/privacy.

farther

Farther is the leading technology-centric wealth management firm – empowering expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience. The fastest-growing RIA in the country, Farther manages over $5b in assets across 100+ wealth managers and 5,000 clients.

Manning & Napier

Manning & Napier provides a broad range of investment solutions through separately managed accounts, mutual funds, and collective investment trust funds, as well as a variety of consultative services that complement our investment process. Founded in 1970, we offer a wide variety of U.S. and non-U.S. equity, fixed income, ETF-based, and multi-asset class strategies. We serve a diversified client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, Taft-Hartley plans, endowments and foundations, as well as third party Advisors. For many of these partners, our relationship goes beyond investment management and includes customized solutions that address key issues and solve client-specific problems. We are headquartered in Fairport, NY.