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3D/L Financial Group, LLC
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Absolute Capital Management
3



Adhesion Wealth
4



AssetMark
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Axxcess Wealth Management, LLC
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Brookstone Capital Management
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Buckingham Strategic Partners
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Dynamic Advisor Solutions LLC
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Dynasty Financial Partners
10



Envestnet
11



EQIS Capital Management
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Flexible Plan Investments, Ltd.
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3D/L Financial Group, LLC. helps advisors focus on client relationship
management and asset gathering by providing white-glove service to advisors,
their staff, and their clients. 3D/L becomes a member of the advisor’s team of
experts while getting to know your business model and anticipating your needs.
Support begins by helping turn prospects into clients through portfolio reviews
and competitive analysis then by onboarding, account administration, investment
management, reporting, and ultimately, with client appreciation events.

Matt Shute, Advisor

Consultant

(860) 291-1998 x110

3DLFinancial.com

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Advisor-Directed ETF
Mutual Funds
DFA
Third-party sub advisors
Model Portfolios
SMAs
UMA
UMH
3DLMAP

Don't wait for the rollover. This client centric solution open an underserved
market for you. Manage your clients' 401k/403b/457 now, pre-rollover, while
they're still employed. Increase your AUM & waller-share. UMA centric to help
dial in risk/reward. Account allocations can change with your clients' needs.
Multi-custodial, works with 100,000+ plans.

Alexander Barned

National Sales Director

(888) 388-8303

abarned@abscap.com







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DFA
Open Architecture
TAMP
Thirdparty SMA access
UMA
Pre-Rollover 401K/ 403B/ 457

Workplace Investment Navigator (WIN)




Adhesion Wealth®

enables advisors to

easily provide separately

managed account

(SMA) and unified

managed account (UMA)

Kevin McCrossin

(980) 321-4118

www.adhesionwealth.com

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Advisor constructed models
Rep as PM
Thirdparty SMA access
Outsourced CIO Programs
UMA
Advisor Constructed UMAs

Adhesion Wealth

As a modern TAMP, AssetMark is redefining the independent advisor experience
through an ecosystem of solutions that offer choice, flexibility, and autonomy.
We pair our deep expertise and hands-on service with innovative, portable
technology and adaptable investment options to drive transformational value for
advisors across all aspects of their business.




Norman Pia

Vice President, Business Development

Phone: (800) 664-5345

www.assetmark.com

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Mutual Fund Wrap
ETF Wrap
SMA
Custom IMA

N/A

The Axxcess platform is

built for the experienced

Advisor looking to improve

its current RIA platform, or

as an operational solution for

a high-caliber professional

Cory Persson, CFA, CFS

Director of Investments

(866) 217-5607

www.axxcessplatform.com

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TAMP
OCIO
SMA
UMA
Private Equity
Private Credit
Hedge Fund

Axxcess Customized Portfolio Platform

Brookstone Capital

Management has

been one of the fastest

growing TAMPs in

the country since its

inception by providing

Derek Gubala, National

Director of Business

Development

(630) 653-1400

www.brookstonecm.com

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Open Architecture Managed Money Platform
Customized Risk Managed Portfolios
Fully Integrated Fixed Indexed Annuity
Insurance Solutions

Brookstone RAISE 360 Platform

Buckingham Strategic Partners (BSP) is dedicated to helping advisors grow their
practices. Our offering of wealth management solutions helps maximize advisors’
time with clients by minimizing the daily demands of running a business. When an
advisor joins our community, they join our network of like-minded peer advisors
and gain access to a team that supports their work with investment and planning
resources, coaching and more.

Steve Atkinson, Managing Director, 

Advisor Relations 

Phone: (669) 226-6302

www.buckinghamstrategicpartners.com

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Model Portfolios
SMA
Direct Indexing
Multi-Factor Strategist
ESG
Tax Loss Harvesting
Alternative Strategies
TAMP
Passive
Advisor-Directed ETF
Mutual Funds
DFA
UMA
UMH
Third Party Portfolios
Advisor Managed
Open Architecture Managed Money Platform
Customized Risk Managed Portfolios
Fixed Income Desk

Buckingham Strategic Partners is part of the Buckingham Wealth Partners family.

Dynamic Advisor

Solutions is a

professional

services provider for

successful wealth

advisors who value

Jim Cannon, Chief

Executive Officer

877-257-3840 ext 900

DynamicAdvisorSolutions.com

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Model Portfolios
SMA
Direct Indexing
Passive
Active
Multi-Factor Strategist
ESG
Daily Tax Loss Harvesting
Alternative Strategies

Dynamic Managed Portfolios

Dynasty Financial Partners

is known for

supporting advisors of integrity who seek to better

service their clients, run their businesses more

profitably, grow faster, and enhance the enterprise

value of their firms. Dynasty does this by providing

John Sullivan, Head of Network Development

Phone: 312-637-3416

dynastyfinancialpartners.com

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Open Architecture
Advisor as PM
Model Delivered SMA
SMA
UMA
Outsourced Overlay Trading
OCIO
Third Party Model Portfolios
Fee Billing
Full Operational Support

Dynasty Investment Platform

Envestnet, Inc.

(NYSE: ENV) is a leading

provider of intelligent systems for wealth

management and financial wellness.

Envestnet’s unified technology enhances

advisor productivity and strengthens the

Matt Erickson, Vice President, Advisory

Sales

Phone: (773) 443-7352

www.envestnet.com

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Mutual Fund Wrap
SMA
UMA
UMH
Third Party Strategists

Envestnet

EQIS is a proven provider of a turnkey advisor platform with sophisticated,
highly flexible investment management solutions. Independent advisors across the
U.S. rely on EQIS and its powerful platform to construct, implement and manage
investment portfolio models, as well as to support and optimize their practices,
freeing up time to dedicate to client advisory work and business growth. 

Joe Mooney Phone: 415-964-5495 

www.EQIS.com




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SMA
ETF Wrap

N/A

A Financial Times

Top 300 Money

Management firm

headquartered in

Michigan, Flexible Plan

Investments, Ltd., (FPI)

Anna Kinsella

National Sales Manager

Phone: 312-399-3222

Email: akinsella@flexibleplan.com

www.flexibleplan.com

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SMA
Model Manager

Strategic Solutions/Schwab/ Folio Institutional/Various VAs and white labels




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