PARTNERS & SPONSORS

2021 - 2022 Partners & Sponsors

Gold Partners

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AssetMark

Nikki Chuang

Senior Business Development Consultant, Upstate New York

(585) 455-2453

Nikki.Chuang@AssetMark.com

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Guggenheim

Annmarie Woods

Regional Vice President

(732) 275-2109 mobile

Annmarie.Woods@GuggenheimInvestments.c

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Equitable

Gordon Henderson, CRPC

Director - Investment Strategies

(917) 757-4807

Gordon.Henderson@axa.com

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Manning and Napier

Christopher J. LaBounty

Vice President/Advisor Consultant

(617) 943-5185 direct

clabounty@manning-napier.com

Silver Partners

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John Hancock

Adam Shanahan

Regional Advisor Consultant

(860) 748-8529

adam.shanahan@columbiathreadneedle.com

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Columbia Threadneedle

Adam Shanahan

Regional Advisor Consultant

(860) 748-8529

adam.shanahan@columbiathreadneedle.com

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Harbor Funds

Adam Shanahan

Regional Advisor Consultant

(860) 748-8529

adam.shanahan@columbiathreadneedle.com

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Invesco

Adam Shanahan

Regional Advisor Consultant

(860) 748-8529

adam.shanahan@columbiathreadneedle.com

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Columbia Threadneedle

Adam Shanahan

Regional Advisor Consultant

(860) 748-8529

adam.shanahan@columbiathreadneedle.com

Bronze Partners

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Chubb

Adam Shanahan

Regional Advisor Consultant

(860) 748-8529

adam.shanahan@columbiathreadneedle.com

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Alger

Adam Shanahan

Regional Advisor Consultant

(860) 748-8529

adam.shanahan@columbiathreadneedle.com

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Cribari Law

Adam Shanahan

Regional Advisor Consultant

(860) 748-8529

adam.shanahan@columbiathreadneedle.com

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Forbes

Adam Shanahan

Regional Advisor Consultant

(860) 748-8529

adam.shanahan@columbiathreadneedle.com

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Michael Greenspan

Adam Shanahan

Regional Advisor Consultant

(860) 748-8529

adam.shanahan@columbiathreadneedle.com