Silver Partners


    ARTISAN PARTNERS                                                     
    875 East Wisconsin Avenue
    Suite 800
    Milwaukee, WI 53202

    Key Contact:Nick Kummer, CFA, CAIA, CIMA
    Director, Midwest Territory
    Tel:  414.390-8319
                                  

    AXA DISTRIBUTORS, LLC

    1290 Avenue of the Americas
    New York, NY 10104

    Key Contacts:
    Ali Khodadad
    Regional Vice President, 401(k)

    Tel:  (513) 439-7264

    Minde Parkw, RVP, AXA

    Tel:  517-881-4059


    CHARLES SCHWAB ADVISOR SERVICES

    4150 Kinross Lakes Parkway
    Richfield, OH 44286

    Key Contact:
    Monica Knowles
    Senior Relationship Manager
    Tel:  (248) 277-4075

     

    DIAMOND HILL CAPITAL MANAGEMENT

    325 John H. McConnell Boulevard
    Suite 200
    Columbus, OH 43215

    Key Contacts:
    Nate Hall


    JP MORGAN ASSET MANAGEMENT

    270 Park Avenue, 23rd Floor
    New York, NY 10017

    Key Contracts:
    Randy Parpart, CIMA
    Tel:  (248) 709-1661

    Travis Hughes, CIMA
    Tel:  (312) 732-6593


    LORD ABBETT

    90 Hudson Street
    Jersey City, NJ 07302-3973

    Key Contract:
    Dominick Trapasso
    Director Instituitonal RIA & Family Offices
    Consultant Relations
    Tel:  (917) 679-5831


    NUVEEN

    333 West Wacker Drive
    Chicago, IL 60606

    Key Contracts:
    Brett Pierson


    SC DISTRIBUTORS, LLC

    695 Town Center Drive
    Suite 600
    Costa Mesa, CA 92626

    Key Contracts:
    Bron Urbanick
    Senior Regional Vice President
    Tel:  (630) 768-4118


    SIGMA FINANCIAL CORPORATION

    300 Parkland Plaza
    Ann Arbor, MI 48103

    Key Contacts:
    Jennifer Bacarella
    Tel: 734.663.1611

    Eric Millican, CWS®
    Firm Development Coordinator
    Tel:  734.663.1611, Ext. 4546

    SIT MUTUAL FUNDS
    80 South 8th Street
    3300 IDS Center
    Minneapolis, MN 55402

    Key Contact:
    Keith McFadyen
    Regional Sales Manager
    Tel:  612.359.2578

     

    SELECT SECTOR SPDR ETFs
    1290 Broadway
    Suite 1100
    Denver, CO 80203

    Key Contacts:
    Jami Farr
    Regional Sales Manager - IN, IL, OH,MI
    Tel:  303.881.6599
     
     

    TD AMERITRADE INSTITUTIONAL
    8044 Montgomery Road
    Suite 715
    Cincinnati, OH 45236

    Key Contact:
    Mark Josefczyk
    VP Institutional Sales

    Tel:  513.792.2237

     
    XY Planning Network
    135 E. Main Street
    Bozeman, MT 59715

    Key Contact:
    Stacey Unruh
    Director of Sales
    Tel:  406.412.2314