About UB Greensfelder:
UB Greensfelder LLP (UBG) is an Am Law 200 law firm dedicated to exceeding client
expectations and delivering superior, customized legal solutions. The firm’s attorneys advise
regional, national, and global businesses on a wide range of sophisticated legal matters across
more than 25 specialized practice and industry groups. Renowned for its best-in-class client
service and legal excellence, UBG consistently earns top-tier accolades from Chambers and
Partners and Benchmark Litigation. Established in 2024 through the merger of Ulmer & Berne
LLP and Greensfelder, Hemker & Gale, P.C., UBG has quickly emerged as a super-regional
powerhouse firm in the Midwest and in top-tier business centers. For more information, please
visit www.ubglaw.com. Our Business Begins With You®.

Attendees from UB Greensfelder:

Lauren Surdyke
Partner

Dave Simmons

Partner

About NorthCentral DI:
Since 2004, NorthCentral DI has helped independent advisors and agencies grow their disability insurance business with the expertise, resources, and carrier relationships needed to compete in today’s marketplace. Founded by Ben and Belinda Nordman, NorthCentral DI has become one of the nation’s leading disability insurance brokerage agencies by delivering exceptional service, responsive support, and a commitment to helping our partners succeed.

When partnering with NorthCentral DI, you gain an experienced extension of your team. Our knowledgeable staff can assist with complex case design, product comparisons, competitive market insight, and underwriting and service escalations – allowing you to focus on building client relationships while delivering well-informed disability insurance recommendations.

Our team is committed to delivering accurate, timely service and advocating on behalf of advisors and agencies with our carrier partners. We work closely you and the Larson Financial Group team to provide the responsiveness, industry expertise, and attention to detail that have made NorthCentral DI a trusted disability insurance brokerage partner for more than 20 years.

With NorthCentral DI representing eight of the leading disability insurance carriers, we have the solution that fits your clients needs regardless of income, occupation, or health history.

Our goal is simple: to help you write more disability insurance business, deliver better solutions to your clients, and create a seamless experience that strengthens your relationships while growing your practice.

Attendees from NorthCentral DI:
Todd Shield

Director of Sales

About Barnabas Capital
Barnabas Capital – Helping Advisors Explore Protected Growth Strategies

Barnabas Capital is a strategic distributor for leading insurance companies and investment banks. We provide access to Registered Index Linked Annuities (aka Buffered Annuities), Structured Products (Notes, ETFs, and Market Linked CDs), and solutions for concentrated stock positions. The solutions we work with may help grow and protect your clients’ assets, provide a level of protection during market downturns, and features that may generate retirement income.

Attendees from Barnabas Capital

Dan Magnetta

Rebecca Braswell

About Orion
Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. Orion services $4.7 trillion in assets under administration and $98.6 billion of wealth management platform assets (as of March 31, 2025) and supports over 7.3 million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron’s RIA firms¹ rely on Orion’s technology to power their businesses and win for investors. Learn more at Orion.com. 

¹ Source: 2024 Top 100 RIA Firms, Barron’s, 2024. 

Attendees from Orion

Ben Frantz
SVP – Wealth Tech Solutions

Stew Martin
SVP – Wealth Tech Solutions

About Invesco

Invesco Ltd. (Ticker NYSE: IVZ) is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our distinctive investment teams deliver a comprehensive range of active, passive, and alternative investment capabilities. With offices in more than 25 countries, Invesco manages US $1.8 trillion¹ in assets on behalf of clients worldwide. Invesco Ltd. AUM of $1,844.8¹ billion as of March 31, 2024.
¹ Source: Invesco Ltd.

Attendees from Invesco:

John Radzinski, CFA, CAIA

VP, Market Leader

About Inland
Inland Real Estate Investment Corporation (Inland Investments) is an industry-leading real estate investment manager specializing in tax-advantaged, growth and income solutions. Inland Investments is a member company of The Inland Real Estate Group of Companies* (Inland), one of the nation’s largest commercial real estate and finance groups. Investing with integrity since 1968 and leveraging a dedicated research team, Inland has deep insights into macroeconomic trends, demographic patterns, and emerging opportunities. Inland has acquired more than $50 billion in assets across all commercial real estate sectors and raised more than $30 billion in capital through public and private real estate investment vehicles from more than 490,000 investors. Inland’s vision is to lead the evolution of commercial real estate investing through our shared, investor-centric principles of client service, integrity and expertise. With a commitment to innovation, research, and informed decision-making, Inland ensures that a proactive strategy shapes the future of real estate investing. Currently managing a diverse portfolio of approximately $16 billion across 42 states, Inland Investments and its affiliates have offered liquidity to investors through the completion of 661 programs as of December 31, 2024.

*The Inland Real Estate Group of Companies, Inc. is comprised of a group of independent legal entities some of which may be affiliates, share some common ownership or have been sponsored and managed by such entities or subsidiaries thereof, and are collectively referred to herein as “Inland.”

For Institutional Use Only. Not for distribution to the public. This is neither an offer to sell nor a solicitation of an offer to buy any security, which can be made only by a private placement memorandum provided to an accredited investor or a prospectus that has been filed or registered with appropriate state and federal regulatory agencies and which may be sold only by broker dealers and registered investment advisors authorized to do so. No regulatory agency has passed.

Attendees from Inland

Adam Nuger, MBA
Director – Institutional Advisory Consultant

About First Trust:
First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively “First Trust”) were established in 1991 with a mission to offer trusted investment products and advisory services. We focus relentlessly on the needs of financial advisors and their clients, providing original ideas, inventive products and the highest level of service. First Trust invests across a range of asset classes through exchange-traded funds, unit investment trusts, closed-end funds, mutual funds, variable annuities, and separate managed accounts and has collective assets under management or supervision of approximately $266.306 billion as of February 28, 2025.

Attendees from First Trust:
Noah Helm

Senior Vice President, Institutional Investments

About American Century Investments
Not Business As Usual, This Is Personal

It started with a powerful vision: Help clients achieve financial success. And for over 60 years, our commitment to financial advisors, individual investors and institutional clients has not wavered.

Being client-centric with a performance-first focus was the initial step—but not the end of the story. The vision has grown to include significant, ongoing contributions to humanity through breakthrough medical research. It’s how we help our clients Prosper With Purpose.

Attendees from American Century Investments

Michael Swank

Vice President, Regional Wealth Management Consultant

The Royal Sonesta Chase Park Plaza Hotel (View on Google)

212 Kingshighway Blvd, St. Louis, MO 63108

Warrior Impact Time at Hope Nation Church (View on Google)

4001 Maffitt Ave, St. Louis, MO 63113

City Museum (View on Google)

750 N 16th St, St. Louis, MO 63103

Larson Headquarters (View on Google)

100 N. Broadway, Suite 1700, St. Louis, MO 63102