Thank You To Our Sponsors
We appreciate the generous support of our sponsors, whose commitment helps make the 2026 NEMA Region Symposium possible. Their partnership strengthens this experience for all attendees and supports the continued growth of the Fee-Only community.
Platinum Sponsor
Heifer Foundation offers complimentary resources for prospective donors and planning professionals, including charitable giving strategies, sample language for wills and codicils, and information regarding donor-advised funds. Our nonprofit mission is to raise and oversee financial assets to support the work of Heifer International, which works with smallholder farmers – especially women farmers – in over 20 countries around the world to improve their families’ food security and increase their incomes by offering tools, training and resources.
The Kimbrough Team at the Pinnacle Group
We partner with RIAs and their IARs providing fiduciary sub-advisor services for Legacy Planning, Long-Term Care Planning, and Longevity Planning. We act under our partners in their role lead planner as an extension of their team. On their staff, but not on their payroll.
Pacer ETFs is a strategy-driven exchange-traded fund provider with 60 ETFs and over $40.2 billion in assets under management (as of 5/18/2026). Pacer ETFs is focused on addressing investors’ needs through its fund families, including the Pacer Trendpilot®️ Series, Pacer Cash Cows ETFTM Series, Pacer Dividend Multiplier ETF Series, Pacer Leaders ETF Series, Pacer Thematic ETF Series and Pacer Swan SOS Buffer ETF Series. Pacer ETFs employs a rules-based, passive management approach to track S&P, NASDAQ, FTSE Russell, and Custom Indexes.
Networking Social Sponsor
State Street Financial Investment Management
In partnership with our clients, we draw from our market-tested expertise and global scale to create original solutions and help deliver better outcomes.
Silver Sponsor
Since 2007, Iroquois Valley has partnered with farmers across the U.S. to profitably and permanently transition conventional farmland to USDA-certified organic. As a REIT, we offer investors the security of an investment backed by real assets and regulated by the SEC. As a B-Corp, we advance impact with every decision we make.
Our proven approach increases the value of the land we hold and delivers consistent, non-concessionary returns across market cycles.
Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies. As of December 31, 2023, Dimensional and its affiliates manage $677 billion in USD for investors worldwide.
SEI’s Advisor business delivers technology and investment solutions that simplify the complex to elevate advice and provide a personalized wealth management experience to financial intermediaries and their clients. The integration of technology, investment flexibility, custody services, and practice management tools connects advisors to their clients and empowers confident decision-making for their financial futures. Serving financial intermediaries for more than 30 years, SEI’s Advisor business provides customized strategic partnerships that champion advice and enable business efficiency. For more information, visit seic.com/advisors.