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Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come. Kestra Holdings companies collectively oversee $122 billion in assets under administration (AUA) and support more than 2,400 independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Kestra Holdings is the direct or indirect parent company of Arden Trust Company, Bluespring Wealth Partners, LLC (including its investment adviser and wealth management firm subsidiaries), Kestra Investment Services, LLC, member FINRA/SIPC, Grove Point Investments, LCC, member FINRA/SIPC, as well as Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, Grove Point Advisor, LLC, and Kestra Institutional Services, LLC, all federally registered investment advisers.
Focus Credit Union is a Chattahoochee, FL-based company in the Financial Services sector.
James E Rocco Associates is a New York, NY-based company in the Financial Services sector.
Bison Capital Asset Management is a Los Angeles, CA-based company in the Financial Services sector.
Context Summits, the pioneer of the one-on-one conference format, utilizes a proven structure to produce effective and transparent networking events that deliver value for managers and investors. Through its systematic approach, Context Summits is able to attract high-quality attendees, making meetings efficient and productive.