Strategic Partners


nasdaq omx Nasdaq (NASDAQ: NDAQ) is a leading provider of trading, exchange technology, information and public company services across six continents. Through its diverse portfolio of solutions, Nasdaq enables customers to plan, optimize and execute their business vision with confidence, using proven technologies that provide transparency and insight for navigating today's global capital markets. As the creator of the world's first electronic stock market, its technology powers more than 70 marketplaces in 50 countries, and one in 10 of the world's securities transactions. Nasdaq is home to more than 3,400 listed companies with a market value of over $8.5 trillion. To learn more, visit
cfa institute CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors' interests come first, markets function at their best, and economies grow. CFA Institute has over 142,000 members in 159 countries and territories, including 136,000 CFA charterholders, and 147 member societies. For more information, visit
davidson logo Davidson Investment Advisors, a SEC registered investment adviser, has provided asset management services for corporations, employee benefit plans, foundations and trusts since 1975, applying a consistent, repeatable and time-tested approach to portfolio management with a particular focus on the application of independent thought within the context of a team orientation. The firm offers four distinct investment strategies, managed by a team of investment professionals whose considerable depth and breadth of experience within the capital markets allows for a truly unique perspective. Davidson's investment base of operations is equally divided between Great Falls, Montana, and Seattle while Denver serves as a marketing and client servicing office. More information available at
eagle logo Since 1976 Eagle has been committed to employing investment managers with extensive experience in the investment-management industry. In fact, our managing directors have an average 25 years of investment experience and average firm tenure of more than a decade. Over the years, we've sought portfolio managers who we believe possess the rare talent and insight required to construct portfolios that limit downside risk and add alpha over time. Eagle is as committed to providing our clients superior performance today as the day we were founded 35 years ago. It's that unwavering dedication that helps ensure we'll be around for another 35 years. Additional information is available at
The Hartford Celebrating 200+ years of helping its customers achieve what's ahead, The Hartford (NYSE: HIG) is an insurance and wealth management company. Through its unique focus on customer needs, the company serves businesses and consumers by providing the products and solutions they need to protect their assets and income from risks and manage their wealth and retirement needs. A Fortune 100 company, The Hartford is recognized widely for its service expertise and as one of the world's most ethical companies. More information on the company and its financial performance is available at
Interactive Brokers Interactive Brokers Group affiliates provide automated trade execution and custody of securities, commodities and foreign exchange around the clock on more than 120 markets in numerous countries and currencies from a single IB Universal Account to customers worldwide. The firm services individual investors, hedge funds, proprietary trading groups, financial advisers and introducing brokers. Its four decades of focus on technology and automation have enabled it to equip customers with a uniquely sophisticated platform to manage their investment portfolios at extremely low cost relative to the financial services industry. Interactive Brokers strives to provide customers with advantageous execution prices and trading, risk and portfolio management tools, research facilities and investment products, all at unusually low prices, positioning them to achieve superior returns by providing low costs compared to its competitors. For more information, visit
International Securities Exchange logo The International Securities Exchange Holdings Inc. (ISE Holdings) is the owner and operator of three electronic options exchanges: ISE, ISE Gemini and ISE Mercury. Through its comprehensive exchange offering, ISE Options delivers a superior trading experience to its member firms through its patented market structure, industry-leading technology, unique functionality for trading complex orders, and award-winning customer service. In addition to its options business, ISE Holdings also operates ISE ETF Ventures, which provides its partners with a broad range of capabilities in index development, index licensing, financing and marketing of exchange-traded products. Total assets under management for ETPs tied to ISE ETF Ventures is approximately $3 billion. ISE also owns Longitude and licenses its proprietary technology for event-driven applications in a diverse range of industries. ISE Holdings is part of Deutsche Börse Group (Xetra: DB1). For more information, visit
LPL Financial logo LPL Financial was founded with the vision of helping entrepreneurial financial advisers establish successful businesses through which they could offer truly independent financial guidance and advice. Today, with headquarters in Boston, Charlotte and San Diego, LPL Financial and its more than 3,000 employees support more than 14,000 financial advisers in communities across the United States, enabling them to provide objective, conflict-free financial advice to millions of Main Street Americans. For more information about LPL Financial, visit
Mainstay Capital Management LLC logo Mainstay Capital Management, LLC (MCM) was founded to help investors who do not have the time or inclination to give their retirement savings accounts and other investments the thorough research and analysis they require. Through our portfolio development and management process, MCM takes full advantage of the investment options available in a client's 401(k), 403(b), IRA, or other type of managed account to meet his or her long-term goals and tolerance for risk. Additionally, with our staff of Certified Financial PlannersTM  and Chartered Retirement Planning CounselorsSM, Mainstay Capital Management can offer counsel and develop comprehensive solutions for any financial aspect of your life. For more information, visit
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individuals, financial advisors, and institutions. Morningstar provides data on more than 510,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 17 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its registered investment advisor subsidiaries and has more than $180 billion in assets under advisement or management as of Dec. 31, 2015. The company has operations in 27 countries.  Additional information is available at
OIC The Options Industry Council (OIC) is an educational organization funded by the nation's options exchanges and OCC and is dedicated to helping individual investors, financial advisers and institutions understand the benefits and risks of exchange-traded options. For more than 20 years, the contributions that OIC has made to the investing and brokerage communities have been significant to the growth of the options industry. OIC conducts hundreds of seminars, distributes educational materials, maintains a website and offers live help from options professionals. For more information, visit
TD Ameritrade logo TD Ameritrade Holding Corporation (NASDAQ:AMTD), through its brokerage subsidiaries, combines innovative trading technology, easy-to-use and understand trading tools, investment services, investor education and outstanding client service. TD Ameritrade provides millions of retail investors, traders and independent RIAs the tools, service and support they need to help build confidence in today's rapidly changing market environment. For more information, visit

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