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Summer Celebration 2025 This impactful event unites our financial advisory teams, operations staff, and leadership for three powerful days of learning, connection, and purpose. With the theme “All In: One Vision, One Team, One Future,” this year’s gathering in St. Louis features dynamic sessions across two professional tracks, hands-on case competitions, sponsor spotlights, and a … Continued

Glossary of Terms # A B C D E F G H I J K L M N O P Q R S T U V W X Y Z # 401(k) Plan — An employer-sponsored retirement savings plan in which employees invest part of their pay and avoid current taxes on that income. Employee contributions … Continued

Accredited Investor Criteria AN INVESTMENT IN THE FUND IS SUITABLE ONLY FOR INVESTORS OF SUBSTANTIAL FINANCIAL MEANS WHO HAVE NO NEED FOR LIQUIDITY IN THIS INVESTMENT.  The Fund intends to sell Fund Interests only to “eligible investors.”  An “eligible investor” in the Fund must be an “accredited investor,” as defined in Rule 501(a) of Regulation … Continued

Meet The Team Partners